Account Manager

Insurance Office of America

. Manage an assigned book of business, ensuring account retention and supporting new business .

Posted 10/12/2026full-timeCalifornia • United StatesMid-LevelSenior💰 $98,000 - $103,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in account management and insurance brokerage, ensuring client retention and satisfaction through effective communication, problem-solving, and organizational skills. Proficient in managing policy administration, billing, and claims while maintaining data accuracy in agency management systems.

Highest-signal resume keywords

Account Management ExperienceInsurance Brokerage KnowledgeActive P&C LicenseCustomer Service ExcellenceMS Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy AdministrationClaims ManagementCoverage AnalysisData Accuracy MaintenanceClient ResearchProposal PresentationNegotiation SkillsDelinquent Account MonitoringActivity/Suspense ManagementProblem-Solving

Soft Skills

Communication SkillsMultitaskingOrganizational SkillsAnalytical SkillsLeadership

Tools & Technologies

Agency Management SystemsCarrier/Vendor PlatformsMS Office

Certifications & Qualifications

Active P&C LicenseCIC or Equivalent Designation

Industry Keywords

Account RetentionCustomer ServiceInsurance IndustryPolicy ExpirationsBest Practices

About the role

Key responsibilities & impact

Manage an assigned book of business, ensuring account retention and supporting new business
Coordinate day-to-day administrative and customer service activities
Resolve complex issues and ensure no errors or omissions
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
Monitor and maintain activity/suspense to ensure timely completion
Maintain frequent, transparent communication with the account team regarding workload status and 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 and champion IOA values

Requirements

What you’ll need

3+ years of account management experience, or 5+ years in the insurance industry
Thorough knowledge of insurance brokerage and client needs
Required active 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)
Active P&C license required

Benefits

Comp & perks

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