Top 5550 Account Management Associate Jobs

Senior Account Associate - Commercial Insurance
Insurance Office of America, Inc. —Pleasanton, CA
- $45,000 - $60,000 a year
- Full-time
- Microsoft Outlook
- Word processing
- Research
- Paid holidays
- Health insurance
Quick Apply
Associate Banker
East West Bank —San Mateo, CA
- $22.00 - $23.50 an hour
- Weekends as needed
- Microsoft Excel
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- High school diploma or GED
- Opportunities for advancement
AT&T Sales Associate (Spanish Required)
NexGen Technology Sales —Dallas, TX
- $3,200 - $4,000 a month
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Relationship Banking Associate
NBT Bank —Lakeville, CT
- $18.50 - $22.28 an hour
- Full-time
- Computer literacy
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- High school diploma or GED
- Health savings account
- Disability insurance
Sales Associate/ Account Executive
Franklin Credit Management Corporation —Jersey City, NJ
- $45,000 a year
- Full-time
- Spanish
- English
- Mid-level
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8d
Wealth Management Associate
EQUITABLE ADVISORS —New York, NY
- $36,500 - $100,000 a year
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- Mid-level
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- Health savings account
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Part-Time Showroom Designer / Sales Associate Inside Sales Design Consultant
Emerstone —Lakewood, NJ
- $42,000 - $80,000 a year
- Part-time
- Spanish
- Computer literacy
- English
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Senior Account Associate - Commercial Lines (Eastern / Central Time Zones)
IOA National, Inc. —Binghamton, NY
- $50,000 - $56,000 a year
- Full-time
- Microsoft Outlook
- Word processing
- Research
- Paid holidays
- Health insurance
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Client Services Associate
Lofy Group Wealth Management —Phoenix, AZ
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
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Outside Sales Executive – Construction Solutions (Hunter | Mid-Level) (Verified job)Outside Sales Ex
MicroCAD Training & Consulting —Watertown, MA
- Full-time
- Hybrid work
- Construction site
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Registered Client Service Associate
Wilcox Financial / Wilcox Sports Management —Toledo, OH
- Full-time
- Background check
- Writing skills
- Office
- Health insurance
- Dental insurance
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9d
Wealth Management Associate
Equitable Advisors —Secaucus, NJ
- $32,400 - $125,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Employee stock purchase plan
- Disability insurance
Quick Apply
Collections Associate
Dakota Financial, LLC —Richardson, TX
- $60,000 - $70,000 a year
- Full-time
- Spanish
- 5 years
- English
- Travel reimbursement
- Paid training
Quick Apply
Luxury Furniture Sales Associate (Monthly Salary + Commission)
Livoro —Sterling, VA
- $3,000 a month
- Full-time
- Bilingual
- Merchandising
- Driver's License
- Employee discount
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Motorcycle Sales Associate/Fit Specialist
Open Road Harley-Davidson —Fond du Lac, WI
- $40,000 - $70,000 a year
- Weekends as needed
- Background check
- Sales
- Dealership
- Health savings account
- Health insurance
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Registered Branch Associate
Edward Jones —Orange City, IA
- Full-time
- Research
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- High school diploma or GED
- Profit sharing
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Account Associate - Commercial Insurance
Insurance Office of America, Inc. —Los Angeles, CA
- $60,000 - $70,000 a year
- Full-time
- Microsoft Outlook
- Word processing
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Financial Advisor - Associate
O'Neill Asset Management LLC / Mark McNamee CPA Inc. —South Bend, IN
- From $70,000 a year
- Full-time
- Background check
- Word processing
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
8d
Client Service Associate
Confluence Financial Partners —Canonsburg, PA
- From $55,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Office
- Health insurance
- Dental insurance
Quick Apply
Sales Associate
Opus Business Consulting —Washington, PA
- $50,000 - $55,000 a year
- Full-time
- 7 years
- 6 years
- Sales
- Health insurance
Quick Apply

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Senior Account Associate - Commercial Insurance

Insurance Office of America, Inc. -
Pleasanton, CA

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Job Details

Full-time
$45,000 - $60,000 a year

Benefits

Paid holidays
Health insurance
401(k) matching

Qualifications

Customer communication
Property & Casualty License

Full Job Description

Job Description:

Title: Senior Account Associate - Commercial Lines
Hybrid: 1-2 days in office | Location: Pleasanton, California
Book Focus: General, Professional Liability | Requirement: active property & casualty (P&C) license

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations

About the Role: Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage small-sized accounts or those with the least complex needs.

Key Responsibilities:

Team Leadership: Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.

Policy Management: Track policy expirations for existing clients, ensuring renewals are processed accurately and on time.

Task Processing: Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters.

New and Renewal Business Support: Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.

Contract Review: Assist in reviewing contracts to ensure proper coverages are included.

Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances.

System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.

Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.

Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.

Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.

Policy Compliance: Stay updated on company policies and procedures.

Continuous Improvement: Seek and adopt best practices to improve individual and team performance.

Champion IOA Values: Demonstrate integrity and leadership.

Ideal Candidate Qualifications:

3+ years of customer service experience in the insurance industry

Thorough knowledge of insurance brokerage and client needs

Required active property & casualty (P&C) licensing, professional designation (CISR) 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)

What We Offer:

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

What to Expect (Application Process):

30-Minute Phone Screen, Online Assessments, and Interview(s)

Salary Range

The expected pay range for this position is $45,000.00 - $60,000.00 annually depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Quick Apply

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