Account Manager Associate - Commercial Lines (California)

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

Benefits offered by this job

Competitive salaries and bonus潜 not

Company-paid health insurance

Paid holidays, vacations, and sicktime

401K with employer match

Professional growth and career progres

Job summary

Insurance Office of America is seeking an Account Manager Associate for Commercial Lines in California, with remote option for CA residents and a strong preference for the Los Angeles area.

You will provide administrative and customer service support to the account team, producers, and assigned groups, handling policy administration, renewals, billing, claims, and coverage analysis while maintaining data accuracy and service excellence.

Qualifications

• Active P&C license required.
• Thorough knowledge of insurance brokerage and client needs.
• 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.
• Manage policy expirations and renewals.
• Handle billing, claims, and coverage analysis.
• Assist in processing submissions, proposals, and pricing.
• Maintain agency management systems and data accuracy.
• Communicate workload status with the team and stakeholders.
• Support timely completion of tasks and service excellence.
• Review contracts to ensure proper coverages are included.

Skills

Customer service

Analytical skills

Problem-solving

Decision-making

Communication

Multitasking

Organizational skills

MS Office

Education

High School Diploma

P&C license

Tools

MS Office

Job description

Title: Account Manager Associate - Commercial Lines

Job Description

Title: Account Manager Associate - Commercial Lines

Remote: for California residents, Los Angeles County area (strongly preferred)

Supporting: IOA - Los Angeles | Book Focus: Generalist | Required: active 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 with minimal direction from 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 smaller-sized accounts or those with less complexity.

Key Responsibilities

• Technical Competence: Maintain technical competence and industry expertise.
• Team Leadership:Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
• Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Policy Management: Manage policy expirations and renewals.
• Renewal Process: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.
• Task Processing:Process tasks accurately and within required timeframes.
• 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

• 7+ years of customer service experience in the insurance industry
• Thorough knowledge of insurance brokerage and client needs
• Required 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)

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 $75,000.00 to $85,000.00 per year, 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.