Commercial Insurance Account Manager

1 week ago

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

We are seeking a highly skilled and experienced 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, following established industry and company guidelines and meeting all performance requirements regarding production, quality, and ensuring that no liability associated with errors and omissions occur.

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, which includes 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 negotiate 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
Requirements
  • 5 years of industry experience; or 7 years of sales, marketing, or relationship management experience
  • Possesses an in-depth knowledge of the insurance brokerage business and assigned clients' needs
  • Has the stature and experience needed to cover the largest and/or most complex accounts
  • All required active licensing
  • At least one professional designation preferred, such as CIC or equivalent
  • Strong analytical, problem-solving, and decision-making skills
  • Excellent organizational, prioritization, and delegation skills
  • Exceptional customer advocacy skills
  • Outstanding verbal/written communication skills
  • Ability to perform large work volumes with high degrees of accuracy and attention to detail
  • PC proficiency, including basic knowledge of MS Office products, including Outlook, Word, and Excel
  • Exceptional personal character
  • High School Diploma (or equivalent)
What We Offer
  • Competitive salaries and bonus earning potential
  • Great benefits, including company-paid health insurance
  • Paid time off for holidays, vacations, and sick time
  • 401K with an employer match
  • Participation in our employee stock plan
  • Opportunities for professional growth and career progression
  • A culture that emphasizes respect for every individual
  • Company commitment to work/family life balance and community service
  • Teammates who share your drive for excellence
  • Knowing every day you are helping our clients protect their families and businesses

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