Top 5511 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
Registered Client Service Associate
Raymond James Financial, Inc. —Manassas, VA
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
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
Entry Level Associate (Arabic Required)
Blueprint Zenith —Plano, TX
- $1,000 - $1,600 a week
- Full-time
- Background check
- English
- Organizational skills
Quick Apply
Financial Planning Associate
Raymond James Financial, Inc. —Bend, OR
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
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
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 Associate
MVAR Media —Alexandria, VA
- From $100,000 a year
- Full-time
- 6 years
- Mid-level
- Office
- Health insurance
- Dental insurance
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Wealth Management Associate
EQUITABLE ADVISORS —New York, NY
- $36,500 - $100,000 a year
- Full-time
- Mid-level
- Office
- Business development experience
- Health savings account
- Employee stock purchase plan
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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
Sales Associate/ Account Executive
Franklin Credit Management Corporation —Jersey City, NJ
- $45,000 a year
- Full-time
- Spanish
- English
- Mid-level
Quick Apply
5d
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
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
Wealth Management Client Associate
Edwards Asset Management —Fort Lauderdale, FL
- $65,000 - $85,000 a year
- Full-time
- Background check
- Spanish
- Microsoft Excel
- Health savings account
- Health insurance
Quick Apply
Associate Banker-Bilingual Chinese Preferred
East West Bank —Irvine, CA
- $20.00 - $21.50 an hour
- Weekends as needed
- Microsoft Excel
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Client Services Associate
Lofy Group Wealth Management —Phoenix, AZ
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
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
2h
Associate Branch Manager
Confidential —Chula Vista, CA
- $92,000 - $102,000 a year
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
- 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
Quick Apply
6d
Showroom Sales Associate
Designers Resource Collection —San Diego, CA
- $20 - $25 an hour
- Overtime
- Mid-level
- High school diploma or GED
- Business development experience
- Health savings account
- 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

Refine Your Search

Account Management Associate jobs

Senior Account Associate - Commercial Insurance

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Senior Account Associate - Commercial Lines (Eastern / Central Time Zones)

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Wealth Management Associate

Associate Analyst

Sales Associate/ Account Executive

Associate Banker-Bilingual Chinese Preferred

Estimating & Client Development Associate

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Associate Banker-Bilingual Chinese Preferred

Client Services Associate

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