JobsAccount ManagerSan JoseCommercial Lines Account Manager (Pacific Time Zones) - Future Opportunities
Insurance Office of America
Posted yesterday · Jobs at Insurance Office of America
Commercial Lines Account Manager (Pacific Time Zones) - Future Opportunities
Insurance Office of America · Alamo, California, United States · also Alhambra, California, United States, Aliso Viejo, California, United States, Altadena, California, United States
In short
Manage commercial insurance accounts, including customer service requests, policy administration, billing, claims, coverage analysis, expirations, and renewals. Lead account team workflows, prepare and present renewal proposals, monitor receivables and activity deadlines, maintain accurate system records, and communicate proactively with the team and clients.
What they're looking for
MUST-HAVE SKILLS
ALSO MENTIONED
Candidates should have relevant experience in the applicable job family, strong service, collaboration, relationship-management, communication, organization, and problem-solving skills, and knowledge of the responsibilities and tools involved. Appropriate education, credentials, licensing, or certifications may be needed depending on the specific opportunity, with experience and expertise used to determine the appropriate level and fit.
About the employer
Insurance Office of America
Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U.S. and United Kingdom. For more information, visit www.ioausa.com.
- INDUSTRY
- Insurance
- COMPANY
- Privately Held
- FOUNDED
- 1988
- HEADQUARTERS
- Longwood, FL
- SIZE
- 1,001-5,000
- OFFICES
- 1 on LinkedIn
- OPEN HERE
- 3 roles
KNOWN FOR
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Questions about this role
- Is this Insurance Office of America role remote?
- Tagged remote.
- What does it pay?
- The posting lists $80,000–$115,000 a year.
- Does it sponsor visas?
- Listed as no visa sponsorship.
- What experience does it ask for?
- Listed as 5-10 years.
The posting, in full
Work Mode: May vary by location Location: May vary based on business need Book Focus: Generalist, Construction and/or Entertainment - may vary based on business need Opportunity Areas: Account Manager | Senior Account Manager This posting is part of our talent pipeline. While an immediate opening may not be available, we welcome applications from candidates interested in future opportunities with IOA. If your experience aligns with the types of opportunities described, we encourage you to apply and join our talent pipeline. Our Talent Acquisition team may reach out as opportunities become available that align with your background and interests, or to schedule a general introductory conversation ahead of an active opening. Organizational needs may shift, so outreach timing may vary and could be immediate.
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Job Description
Work Mode: May vary by location
Location: May vary based on business need
Book Focus: Generalist, Construction and/or Entertainment - may vary based on business need
Opportunity Areas: Account Manager | Senior Account Manager
FUTURE OPPORTUNITY NOTICE
This posting is part of our talent pipeline. While an immediate opening may not be available, we welcome applications from candidates interested in future opportunities with IOA. If your experience aligns with the types of opportunities described, we encourage you to apply and join our talent pipeline. Our Talent Acquisition team may reach out as opportunities become available that align with your background and interests, or to schedule a general introductory conversation ahead of an active opening. Organizational needs may shift, so outreach timing may vary and could be immediate.
About These Opportunities
We're always interested in connecting with experienced [talent area] professionals for future opportunities across our West Coast teams. Depending on your experience, interests, location, and business needs, opportunities may include Account Manager and Senior Account Manager positions.
Potential Opportunities May Include:
Account Manager
- Technical Competence: Maintain technical competence and industry expertise.
- Team Leadership: Direct daily activities of the account management team.
- Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis.
- Policy Management: Manage policy expirations and renewals.
- Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals.
- Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances.
- System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
- Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.
- Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.
- Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
- Policy Compliance: Stay updated on company policies and procedures.
Senior Account Manager
- Technical Competence: Maintain a high degree of technical competence and industry expertise.
- Team Leadership: Direct daily activities and workflow of the account management team.
- Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis.
- Policy Management: Manage policy expirations and renewals.
- Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals.
- Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances.
- System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
- Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.
- Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.
- Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.
- Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
- Policy Compliance: Stay updated on company policies and procedures.
What We're Looking For
- Relevant experience within the applicable job family or talent area
- Strong service, collaboration, and relationship-management skills
- Knowledge of the core responsibilities, tools, and practices associated with the potential opportunities
- Strong communication, organization, and problem-solving capabilities
- Appropriate education, credentials, licensing, or certifications based on the opportunity
- Experience level and areas of expertise will help determine which opportunities may be the best fit
Additional Qualifications
Qualifications may vary based on the specific profile, level, location, area of focus, and business need. Depending on the opportunity, we may also consider:
- Depth of relevant experience and technical or functional knowledge
- Experience supporting complex work, clients, projects, or business relationships
- Leadership, client-facing, sales, technical, project, or operational responsibilities
- Experience with Microsoft Office and other systems or tools relevant to the opportunity
- Geographic availability and ability to meet the work-mode expectations of the specific opportunity
What We Offer
We offer competitive salaries and bonus potential, company-paid health insurance, paid holidays, vacation and sick time, and a 401(k) with employer match. You’ll also find opportunities for professional growth and career progression, a respectful culture that supports work-life balance, a commitment to community service, and supportive teammates who help create a rewarding work environment.
Salary Range
Compensation will vary based on the specific opportunity, level of experience, relevant skills, and geographic location. Expected pay ranges for the opportunities included in this talent pipeline are:
- Account Manager: $80,000.00 - $105,000.00 annually
- Senior Account Manager: $95,000.00 - $115,000.00 annually
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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