Account Manager Associate - Commercial Insurance
Insurance Office of America · Alamo, CA, US
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About the Role
Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work with minimal direction, ensuring production and quality standards are met while safeguarding against liability. Independently resolve moderately complex customer service problems and manage smaller-sized accounts or those with less complexity.
Responsibilities
- Maintain technical competence and industry expertise.
- Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
- Handle customer service requests, policy administration, billing, claims, and coverage analysis.
- Manage policy expirations and renewals.
- Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.
- Process tasks accurately and within required timeframes.
- Assist in reviewing contracts to ensure proper coverages are included.
- Monitor reports and take action on delinquent accounts, collecting outstanding balances.
- Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
- Monitor and 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.
- Demonstrate integrity and leadership.
Requirements
- 7+ years of customer service experience in the insurance industry
- Thorough knowledge of insurance brokerage and client needs
- Required active property & casualty licensing; professional designation 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)
Skills
- Property & Casualty licensing
- MS Office (Outlook, Word, Excel)
- Customer service
- Communication
- Multitasking
- Organizational skills
- Analytical skills
- Problem-solving skills
- Decision-making skills
Location
- Pleasanton, CA
Work Type
- Hybrid
Experience Level
- 7+ years
Education Level
- High School Diploma (or equivalent)
Salary/Compensations
- $70,000.00 to $75,000.00 per year
Benefits
- 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
About the Company
- Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Equal Opportunity
- Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.