Account Manager Associate, Commercial Lines (CA/Remote)

Insurance Office of America; Dana Point (CA); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays and vacation

Career growth and progression

Supportive team culture

Job summary

Insurance Office of America is seeking an Account Manager Associate - Commercial Lines to provide administrative and customer service support to the account team, Producer, and assigned group of accounts. You will work with minimal direction from an Account Manager, Account Executive, or Producer, ensuring production and quality standards are met while safeguarding against liability.

The role involves managing policy expirations, renewals, submissions, loss run analysis, and liaising with

Qualifications

• 7+ years of customer service experience in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active property & casualty licensing; professional designation 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).

Responsibilities

• Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts.
• Work with minimal direction from an Account Manager, Account Executive, or Producer.
• Independently resolve moderately complex customer service problems and manage smaller-sized accounts.
• Maintain policy expirations and renewals and support in renewal processes.
• Process tasks accurately and within required timeframes.
• Maintain agency management systems and carrier/vendor platforms for data accuracy.

Skills

Customer service

Insurance brokerage

MS Office

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America is seeking an Account Manager Associate - Commercial Lines to provide administrative and customer service support to the account team, Producer, and assigned group of accounts. You will work with minimal direction from an Account Manager, Account Executive, or Producer, ensuring production and quality standards are met while safeguarding against liability.

The role involves managing policy expirations, renewals, submissions, loss run analysis, and liaising with