Insurance Office of America · 10 hours ago
Personal Lines Account Manager - West Coast
San Diego, CA
Full-time
Remote
Mid, Senior Level
5+ years exp
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Responsibilities
Manages an assigned book of business, meeting all performance requirements regarding production, quality, and service, and ensuring that no liability associated with errors and omissions occur.
Regularly interacts with new and existing clients as needed on moderately to high complex P/L accounts.
Responsible for devising creative solutions to meet client needs as to coverage and cost.
Actively seeks to grow IOA business, including identifying and acting on sales opportunities. Tracks policy expirations for existing clients, and works proactively to ensure appropriate actions are taken to facilitate renewals.
Facilitates the management of Expiration and AR reports.
Participates in new business and policy renewal process in conjunction with Producer, CSR, Acct Coordinator, or Ops Team Leader including:
Conducting client research and gathering all necessary information to ensure proper coverages.
Commissions Checking with Carriers. (Accounting Requested)
Evaluating and negotiating coverages and pricing.
Generating and presenting proposals.
Binding coverages, including securing signed mandatory forms and applications per IOA procedures.
Non-payment Cancellation Email/Phone calls to Insured/No Coverage letters.
Prepare Summary of Insurance.
Aged Accounts Receivables, Past Due, and Payments received for Endorsements.
Creates and distributes client invoicing for any new business, renewals, or premium bearing transactions, and collects outstanding balances due.
Assists with facilitation of client claims processes as needed.
Develops and maintains positive carrier relationships.
Monitors Individual performance to ensure productivity, efficiency, quality, and service standards are met, taking corrective actions when required.
Assists with initial/new hire and ongoing training support within team.
Qualification
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Required
5+ years of insurance experience
High school diploma or equivalent required
All required active licensing – minimum of 20-44
Advanced customer service skills
Excellent multi-tasking, organizational, delegation and decision-making skills
Advanced verbal/written communication skills
Ability to perform substantial work volumes with high degrees of accuracy
PC proficiency, including basic knowledge of MS Office
Ability to read and interpret data for application in rational decision making
Exceptional personal character
Preferred
College degree preferred
Benefits
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
Company
Insurance Office of America
Insurance Office of America is a full-service insurance agency.
1,001-5,000 employees
H1B Sponsorship
Insurance Office of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
Funding
Current Stage
Late StageLeadership Team
Heath Ritenour
CEO and Chairman
Dennis Robinson
Sr. Vice President / Partner
Recent News
Fintech Finance
2022-04-07
Company data provided by crunchbase
