Commercial Insurance Account Manager - Transportation; Remote
Aliso Viejo, Orange County, California, 92656, USA
Listed on 2025-12-05
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Management
Account Manager, Business Administration
Commercial Insurance Account Manager - Transportation (Remote Opportunity)
Join Insurance Office of America as a fully remote Account Manager – Commercial Lines, focusing on transportation. The role requires an active P&C license and experience handling commercial transportation accounts. Residents in the Pacific or Mountain Time Zones are eligible to work onsite in Lehi, UT as needed.
Remote work requires a dedicated workspace; it is not a substitute for personal responsibilities during working hours.
About the RoleManage an assigned book of business, ensuring account retention and driving new business. Coordinate day‑to‑day administrative and customer service activities, resolve complex issues, and ensure error‑free operations.
Key Responsibilities- 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 accounts receivable reports and collect outstanding balances.
- Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
- Monitor and maintain activity/suspense to ensure timely completion.
- Communicate frequently and transparently 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.
- Identify and adopt best practices to improve team performance.
- Demonstrate integrity and leadership in line with IOA values.
- 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).
- Competitive salaries and bonus potential.
- Company‑paid health insurance.
- Paid holidays, vacations, and sick time.
- 401(k) with employer match.
- Professional growth and career progression opportunities.
- A respectful culture and work/family life balance.
- Community service commitment.
- Supportive teammates and a rewarding work environment.
$70,000 to $100,000 per year, depending on experience, relevant skills, and geographic location.
Application Process- 30‑Minute Phone Screen, Online Assessments, and Interview(s).
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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