Commercial Insurance Account Manager

4 weeks ago

Aliso Viejo, California, United States Insurance Office of America Full time
Job Summary

We are seeking a highly skilled Commercial Insurance Account Manager to join our team at Insurance Office of America. As a key member of our account management team, you will be responsible for the strategic coordination and execution of client marketing, servicing, risk management, and sales activities. You will work closely with our producers and account teams to ensure that our clients receive exceptional service and that their insurance needs are met.

Key Responsibilities:
  • Maintain a high degree of technical competence and industry/market expertise
  • Exercise discretion and independent judgment to ensure beneficial outcomes for clients and IOA
  • Direct day-to-day activities and workflow assigned to account team, including delegation and prioritization of assignments/tasks, communication on performance expectations, and monitoring execution to ensure performance requirements and timelines are met
  • Assist in monitoring team performance to ensure productivity, efficiency, quality, and service standards are met, recommending corrective actions to Management when appropriate
  • Provide training, mentoring, and ongoing professional development of account team and/or new hires
  • Schedule and facilitate brief team meetings
  • Participate in team member's performance evaluation process by providing feedback to Management
  • Lead implementation and enforcement of all company work rules, standards, and policies and procedures in team
  • Ensure compliance with core work processes throughout the branch, including identifying, adopting, and demonstrating best practices
  • Participate in new employee selection process, including interviewing and making hiring recommendations
  • Serve as an account management Subject Matter Expert, answering questions, providing support, and developing solutions to client problems for account team and Producers
  • Effectively manage assigned client relationships as an extension of the Producer and/or representative of IOA, including conducting one-on-one client meetings, preparing and presenting periodic account summaries, recommending coverages and policy changes, and negotiating/closing new business and renewals
  • Serve as information/communication conduit between Producer(s) and account team, when applicable
  • Management and execution of a variety of customer service, account management, risk management, and value-added services, including but not limited to: account activity; policy administration and insurance placement; billing activity; claims administration; coverage/loss analysis; contract review for insurability; review policy forms and endorsements; review audits; identify errors and facilitate corrective actions; Certificates of Insurance; Evidences of Property; and Cancellation/Reinstatements
  • Manage policy expirations for existing clients and work proactively to ensure appropriate actions are taken to facilitate renewals and ensures all new and renewal insurance policies are bound, billed, and issued accurately and delivered to the Client/Insured within required timeframe
  • Manage new business and policy renewal process independently, or in conjunction with Producer, including but not limited to: Conduct client research and gathering complete underwriting information; Conduct Loss Run Analysis; Prepare complete and accurate submissions, including Acord applications and/or supplemental forms; sending out to market and/or performing Online Rating as required; Evaluate and negotiating coverages and pricing; Prepare and present Proposals; Bind coverage and comply with any subjectivity(ies) as required by carrier, Surplus Lines Association, and/or IOA; Prepare and execute Premium Finance Agreements, when applicable; Diligent follow-up for Policy Issuance; Review all policies, identifying and notifying AM and/or Producer of any discrepancies and ensuring that all necessary changes are submitted to and issued by the carrier; Maintain accurate and complete policy transaction detail, schedules, and Summaries of Insurance
  • Monitor Accounts Receivables reports and take action on any delinquent accounts along with collecting outstanding balances due
  • Maintain agency management system, other agency-supported systems, and carrier/vendor online platforms, ensuring all data entered is complete, clearly presented, and well-documented, accurate, and up-to-date
  • Monitor and maintain activity/suspense, taking necessary action to ensure completion within required time frame
  • Maintain frequent, transparent communication with account team regarding individual and team client service and policy administration activities, ensuring that the Producer is fully informed of workload status, questions, concerns, and/or any errors, discrepancies, or changes as it relates to the account and their insurance policies and facilitates appropriate/corrective actions
  • Deliver excellent service at all times, including proactively anticipating needs, maintaining frequent and professional communication, and responding quickly to service requests
  • Continually stay abreast of all company policies and procedures to ensure good knowledge, execution, and compliance of standard operating procedures
  • Continually seek to improve individual and team performance, including identifying, communicating, and adopting best practices
  • Live and champion IOA core values at all times, demonstrating the highest level of personal character, integrity, and servant leadership
  • Regular and consistent attendance is expected and a necessary component to the job
  • Perform other duties as assigned

  • Commercial Learning and Development Manager

    3 weeks ago

    Aliso Viejo, California, United States Ambry Genetics Full time

    Job Summary:As a Commercial Learning and Development Manager at Ambry Genetics, you will play a crucial role in coordinating and delivering training and related support for the Commercial Team. This includes Account Executives, Area Sales Directors, Genomic Science Liaisons, Digital Health, Enterprise Teams, Business Development, and other roles as...

  • Commercial Property Assistant

    3 weeks ago

    Aliso Viejo, California, United States Lincoln Property Company Full time

    Job DescriptionLincoln Property Company is seeking a highly skilled Assistant Property Manager to join our team. This role is responsible for assisting the Property Manager in the management of commercial property.Key Responsibilities:Assist with budget preparation and executionManage building operations and facility maintenanceProvide exceptional client...

  • Commercial Learning Manager

    4 weeks ago

    Aliso Viejo, California, United States Ambry Genetics Full time

    Job SummaryWe are seeking a highly skilled Commercial Learning and Development Manager to join our team at Ambry Genetics. As a key member of our Commercial Learning and Development team, you will be responsible for coordinating and delivering training and related support for our Commercial Team.The ideal candidate will have a strong background in training...

  • Strategic Accounts Chain Development Director

    3 weeks ago

    Aliso Viejo, California, United States Diageo Plc Full time

    The Strategic Accounts Chain Development Director is responsible for crafting, aligning, and presenting market-level chain strategies to support the Annual Operating Plan across the Open West region.This role requires a collaborative approach, working cross-functionally with Diageo's Performance Management/Business Development, Revenue Growth Management...

  • Account Manager

    4 weeks ago

    Aliso Viejo, California, United States Tom Gorski - State Farm Agent Full time

    Job OverviewAs a key member of our team, the Account Manager will play a vital role in helping our business grow through value-based conversations and remarkable customer experiences. This is an excellent opportunity for a motivated and self-starting professional to join our fast-paced environment and thrive in a rewarding career with excellent income and...

  • Staff Accountant

    4 weeks ago

    Aliso Viejo, California, United States RxSight, Inc. Full time

    RxSight, Inc. is an ophthalmic medical technology corporation headquartered in California that has commercialized the world's first and only adjustable intraocular lens (IOL) that is customized after cataract surgery.The company's mission is to revolutionize the premium cataract surgery experience by allowing surgeons to partner with their patients to...

  • Insurance Account Representative

    4 weeks ago

    Aliso Viejo, California, United States Tom Gorski - State Farm Agent Full time

    As a key member of our team, you will have the opportunity to develop your business leadership skills, industry knowledge, and sales and marketing expertise. You will work closely with our experienced agent to gain a deep understanding of the agent's role and office operations. Your primary responsibility will be to establish and maintain strong customer...

  • Chain Development Director West, Strategic Accounts

    4 weeks ago

    Aliso Viejo, California, United States Diageo Plc Full time

    Job SummaryThe Strategic Accounts Chain Development Director is a key role within Diageo Plc, responsible for crafting and presenting market-level chain strategies to support the Annual Operating Plan across key regions. This role requires a collaborative approach, working cross-functionally with various teams to drive commercial outcomes.Key...

  • Chain Development Director West, Strategic Accounts Leader

    4 weeks ago

    Aliso Viejo, California, United States Diageo Full time

    **Job Summary**The Strategic Accounts Chain Development Director is a key role within Diageo, responsible for crafting and presenting market-level chain strategies to support the Annual Operating Plan across the Open West region. This role requires a collaborative approach, working cross-functionally with various teams to achieve commercial outcomes.**Key...

  • Senior Accountant, GL

    4 weeks ago

    Aliso Viejo, California, United States RxSight, Inc. Full time

    RxSight, Inc. is a leading ophthalmic medical technology corporation headquartered in California, dedicated to revolutionizing the premium cataract surgery experience.The Senior Accountant, GL will play a crucial role in supporting the monthly close process, analyzing and reconciling GL accounts, and participating in assigned audit responsibilities.Key...

  • Scientific Sales Account Manager

    1 month ago

    Aliso Viejo, California, United States Kaztronix Full time

    Job Title: Sales and Account Manager for Pharmaceutical ClientsKaztronix is a leading provider of scientific consulting and staffing services, and we are seeking a highly motivated and experienced Sales and Account Manager to join our team.Job Summary:We are looking for a sales professional with a strong background in pharmaceutical sales and account...

  • Staff Accountant

    3 weeks ago

    Aliso Viejo, California, United States RxSight, Inc. Full time

    RxSight, Inc. is a leading ophthalmic medical technology corporation headquartered in California that has commercialized the world's first and only adjustable intraocular lens (IOL) that is customized after cataract surgery.The company's mission is to revolutionize the premium cataract surgery experience by allowing surgeons to partner with their patients to...

  • National Account Manager

    4 weeks ago

    Aliso Viejo, California, United States Diageo Full time

    About the RoleWe are seeking a highly skilled National Account Manager to join our team at Diageo. As a key member of our sales team, you will play a pivotal role in driving the strategic development and expansion of our Spirits portfolio across key growth channels.This is a challenging and rewarding opportunity for a proactive and collaborative individual...

  • Senior Accountant, GL

    3 weeks ago

    Aliso Viejo, California, United States RxSight, Inc. Full time

    Job SummaryThe Senior Accountant, GL will support the monthly close process, analyze and reconcile GL accounts, and participate in assigned audit responsibilities. This role requires top-notch analytical skills and the ability to work in a fast-paced environment, able to support month, quarter and year-end close responsibilities in a timely fashion. All work...

  • Account Executive

    3 weeks ago

    Aliso Viejo, California, United States Acrisure LLC Full time

    Job Title: Account ExecutiveAgency/Platform: Acrisure LLCLocation: Hybrid/RemoteAbout Acrisure:Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.We connect clients to solutions that help them protect and grow what matters,...

  • Account Executive

    4 weeks ago

    Aliso Viejo, California, United States Acrisure LLC Full time

    About Acrisure:Acrisure is a global leader in the financial technology sector, combining human expertise with cutting-edge technology to provide a wide range of financial products and services to millions of businesses and individuals.We connect clients to solutions that help them protect and grow what matters, including insurance, reinsurance, cyber...

  • HOA Senior Community Manager

    3 weeks ago

    Aliso Viejo, California, United States Seabreeze Management Company Full time

    Job DescriptionSeabreeze Management Company is a leading provider of property management services, with a diverse portfolio of over 90,000 residential and commercial properties. As a Senior Community Manager, you will play a key role in ensuring the success of our clients' communities.Key Responsibilities:Manage Board of Directors, Committee Members, and...

  • Senior Accountant

    4 weeks ago

    Aliso Viejo, California, United States Ambry Genetics Full time

    About the RoleAmbry Genetics is seeking a highly skilled Sr. Accountant to join our team in Aliso Viejo, CA. As a key member of our finance team, you will be responsible for ensuring the accuracy and timeliness of financial reporting and general ledger transactions.Key ResponsibilitiesReconcile and analyze corporate balance sheet and income statement...

  • National Account Manager for Spirits Portfolio Expansion

    3 weeks ago

    Aliso Viejo, California, United States Diageo Full time

    National Account Manager Role OverviewThis position demands a proactive and collaborative approach, working closely with Costco's buying offices in major regional hubs (San Francisco, Los Angeles, and San Diego for West) to drive Diageo's market presence and sales initiatives within Costco, ensuring our brands resonate strongly with their diverse customer...

  • Senior Accountant

    2 weeks ago

    Aliso Viejo, California, United States Ambry Genetics Full time

    Job SummaryWe are seeking a highly skilled Sr. Accountant to join our team at Ambry Genetics. As a key member of our finance department, you will be responsible for ensuring the accuracy and timeliness of our financial reporting and general ledger structure.Key Responsibilities:Reconcile accounts, records, reports, and journals to ensure accuracy and...