Account Manager Associate, Commercial Lines - Remote (CA)

Insurance Office of America

San Gabriel (CA)

On-site

USD 75,000 - 85,000

Full time

37 hours ago
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Benefits offered by this job

Company-paid health insurance
401K with employer match
Paid holidays, vacations, and sick
Professional growth opportunities
Supportive teammates and rewarding env

Job summary

Insurance Office of America seeks an Account Manager Associate for Commercial Lines in California. This role provides administrative and customer service support to the account team, ensuring accurate policy management, renewals, billing, and service delivery.

Ideal candidates have active P&C licensing, 7+ years in insurance client service, strong communication, and proficiency in MS Office; remote work within CA with on-site as needed.

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.
  • Excellent 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.
  • Independently resolve moderately complex customer service problems and manage smaller-sized accounts.
  • Maintain policy expirations and renewals; assist with billing, claims, and coverage analysis.
  • Review contracts to ensure proper coverages are included and monitor delinquent accounts.
  • Maintain agency management systems and carrier/vendor platforms; communicate workload status.

Skills

Customer service
Insurance brokerage knowledge
Active P&C license
Analytical skills
Communication
MS Office

Education

High School Diploma (or equivalent)

Tools

MS Office

Job description

Insurance Office of America seeks an Account Manager Associate for Commercial Lines in California. This role provides administrative and customer service support to the account team, ensuring accurate policy management, renewals, billing, and service delivery.

Ideal candidates have active P&C licensing, 7+ years in insurance client service, strong communication, and proficiency in MS Office; remote work within CA with on-site as needed.

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