Top 5504 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
Client Services Associate
Lofy Group Wealth Management —Phoenix, AZ
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
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
Quick Apply
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
Sales Associate/ Account Executive
Franklin Credit Management Corporation —Jersey City, NJ
- $45,000 a year
- Full-time
- Spanish
- English
- Mid-level
Quick Apply
7d
Entry Level Associate (Arabic Required)
Blueprint Zenith —Plano, TX
- $1,000 - $1,600 a week
- Full-time
- Background check
- English
- Organizational skills
Quick Apply
Estimating & Client Development Associate
L.P. Mooradian Co. —Green Bay, WI
- $50,000 - $75,000 a year
- Email
- Mid-level
- Residential
- Microsoft Office
- Health savings account
- Health 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
Quick Apply
8d
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
Customer Service Inside Application Sales Associate
SRGI —Raynham, MA
- $55,000 - $75,000 a year
- Full-time
- English
- Mid-level
- In-person
- Disability insurance
- Health insurance
Quick Apply
Associate Wealth Advisor
Summit Financial, LLC —Parsippany-Troy Hills, NJ
- From $120,000 a year
- Full-time
- Hybrid work
- 5 years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Counter Sales Associate
Revco Lighting & Electrical Supply, Inc. —Southampton, NY
- $20 - $35 an hour
- Full-time
- ERP systems
- Driver's License
- Electrical experience
- Health insurance
- Dental insurance
Quick Apply
Senior Registered Client Service Associate - New York, NY
Raymond James Financial, Inc. —New York, NY
- $55,000 - $96,000 a year
- Full-time
- High school
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
5d
Client Service Associate
Foundations Wealth Partners | Raymond James —West Union, IA
- $41,000 - $56,000 a year
- Full-time
- Background check
- Business development experience
- In-person
- Paid time off
- Parental leave
Quick Apply
1d
Associate Analyst
Gottfried & Somberg Wealth Management, LLC —Glastonbury, CT
- $65,000 - $80,000 a year
- Full-time
- Background check
- Research
- Office
- Health savings account
- Paid holidays
Quick Apply
Relationship Banking Associate
NBT Bank —Lakeville, CT
- $18.50 - $22.28 an hour
- Full-time
- Computer literacy
- Office
- High school diploma or GED
- Health savings account
- Disability insurance
AT&T Wireless Associate
Crown Marketing Group —Benbrook, TX
- $42,000 - $53,000 a year
- Full-time
- Background check
- Spanish
- English
Quick Apply
8d
Associate Banker-Bilingual Chinese Preferred
East West Bank —San Francisco, CA
- $22.00 - $23.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Client Service Associate - Wealth Management
Scott B. Schickling, CPA, P.C. —Medina, NY
- $50,000 - $61,000 a year
- Full-time
- Sales
- Writing skills
- Office
- Health insurance
- 401(k)
Quick Apply
11d
Regional Sales Associate - Arizona
Chroma ATE, Inc. —Chandler, AZ
- $85,000 - $100,000 a year
- Full-time
- Marketing
- Engineering
- Mid-level
- Travel reimbursement
- Health insurance
Quick Apply
1d

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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

Refine Your Search

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Wealth Management Associate

Customer Service Inside Application Sales Associate

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Counter Sales Associate

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Client Service Associate

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