Account Manager - Commercial Lines (California)

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

• 3-5 years of account management experience, or 5+ years in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Required active property & casualty (P&C) 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 $80,000.00 - $105,000.00 annually depending on experience, relevant skills, and geographic location.

Schedule

Hybrid Preferred: Southern California (Aliso Viejo, Los Angeles County, Ontario, San Diego, or Santa Barbara)

Pay

Salary Range: $80,000.00 - $105,000.00 annually

Skills

Technical competence and industry expertise
Directing daily activities of the account management team
Handling customer service requests, policy administration, billing, claims, and coverage analysis
Managing policy expirations and renewals
Conducting client research, preparing submissions, negotiating coverages, and presenting proposals
Maintaining agency management systems and carrier/vendor platforms
Maintaining activity/suspense to ensure timely completion
Maintaining frequent, transparent communication with the account team
Delivering excellent service, proactively anticipating needs, and responding quickly to service requests
Staying updated on company policies and procedures
Seeking and adopting best practices to improve individual and team performance
Championing IOA Values: demonstrating integrity and leadership