Account Manager Associate - Commercial Lines (Pacific Time Zone)

Insurance Office of America, Inc.; California; Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Competitive salary and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sicktime

401K with employer match

Professional growth opportunities

Work-life balance

Community service commitment

Job summary

Insurance Office of America, Inc. is seeking an Account Manager Associate for Commercial Lines with a strong track record in account administration and client service.

The role supports the account team, Producer, and assigned accounts while ensuring accuracy in policy handling and renewals. The ideal candidate will hold an active P&C license (CIC or equivalent preferred) and demonstrate excellent communication, multitasking, and organizational skills.

Qualifications

• 3+ years of account management experience or 5+ years in the insurance industry.
• Active P&C license required; CIC or equivalent preferred.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional customer service, communication, multitasking, and organizational skills.

Responsibilities

• Provide administrative and customer service support to the account team, Producer, and assigned group of accounts.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals and conduct renewal activities.
• Conduct client research, gather underwriting information, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.
• Process tasks accurately and within required timeframes.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Monitor activity/suspense to ensure timely completion.
• Maintain frequent, transparent communication with the account team regarding workload status and issues.

Skills

Account management

Customer service

Communication

Multitasking

Organizational skills

MS Office

Education

High School Diploma

Tools

MS Office

Job description

Account Manager Associate - Commercial Lines

Remote: open to residents in California, Nevada, Oregon, Washington and Arizona.

Supporting: IOA - Los Angeles | Book Focus: Generalist. Requirement: active P&C license, ability to work Pacific Time Zone (PT) hours: M-F 8am to 5pm

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:

• 3+ years of account management experience, or 5+ years in the insurance industry
• Thorough knowledge of insurance brokerage and client needs
• Required active licensing; professional designation (CIC or equivalent) 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 $65,000.00 to $75,000.00 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.

Insurance Office of America (IOA) is one of the largest privately held independent insurance brokerages in the United States. Founded in 1988, IOA has more than 1,500 associates located in over 60 offices in the U.S., and it is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.