Account Manager - Commercial Lines

About the role

Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.

Responsibilities

• Maintain technical competence and industry expertise.
• Direct daily activities of the account management team.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, prepare submissions, negotiate coverages, and present proposals.
• Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Maintain activity/suspense to ensure timely completion.
• Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve individual and team performance.
• Champion IOA Values: demonstrate integrity and leadership.

Requirements

• 3+ years of account management experience, or 5+ years in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Required active property & casualty licensing; professional designation (CIC or equivalent) preferred.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional customer service, communication, multitasking, and organizational skills.
• Proficiency in MS Office (Outlook, Word, Excel).
• High School Diploma (or equivalent).

Qualifications

Competitive salaries and bonus potential.
Company-paid health insurance.
Paid holidays, vacations, and sick time.
401K with employer match.
Professional growth and career progression opportunities.
Respectful culture and work/family life balance.
Community service commitment.
Supportive teammates and a rewarding work environment.

Benefits

The expected pay range for this position is $75,000.00 to $105,000.00 per year, depending on experience, relevant skills, and geographic location.

Schedule

Hybrid: 1-2 of days in office at one of our California office locations in Aliso Viejo, Glendale, Ontario, Sacramento, San Diego or Santa Barbara
Remote: for residents in the Los Angeles County area