Account Manager - Commercial Lines (California)

Insurance Office Of America, Inc.; Alamo (CA); Hybrid; USD 80,000 - 105,000; Full time

Benefits offered by this job

Competitive salaries and bonus

Company-paid health insurance

401K with employer match

Professional growth opportunities

Work-life balance

Community service commitment

Supportive teammates

Job summary

Insurance Office of America, Inc. is seeking an Account Manager - Commercial Lines to manage an assigned book and support new business in a hybrid California setting.

The ideal candidate will have 3–5 years of account management in insurance, a current P&C license, strong analytical skills, and proficiency with MS Office; CIC or equivalent is preferred.

Qualifications

• 3–5 years of account management experience, or 5+ years in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active property & casualty licensing required; CIC or equivalent 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

• Manage an assigned book of business, ensuring retention and supporting new business.
• Coordinate day-to-day administrative and customer service activities.
• Resolve complex issues with accuracy and timeliness.
• Renewals: manage expirations and renewals.
• Monitor delinquent accounts and collect outstanding balances.
• Maintain agency management systems and carrier/vendor platforms.

Skills

Account management

Customer service

Analytical skills

MS Office

Education

High School Diploma

CIC certification (preferred)

Tools

MS Office Suite

Job description

Job Description

Title:Account Manager - Commercial Lines
Hybrid Preferred: Southern California (Aliso Viejo, Los Angeles County, Ontario, San Diego, or Santa Barbara)
Remote: California residents
Book Focus: Generalist and/or Construction | Required: 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: Manage an assignedbook of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.

Key Responsibilities

• Technical Competence :Maintaintechnical competence and industryexpertise.
• Team Leadership :Direct daily activities of the account management team.
• 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, prepare submissions, negotiate coverages, and present proposals.
• Accounts Receivable :Monitorreports andtake actionon delinquent accounts, collecting outstanding balances.
• System Maintenance :Maintainagency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Activity Monitoring: Monitorand maintain activity/suspense to ensuretimelycompletion.
• Communication: Maintainfrequent, transparent communication with the account teamregardingworkload status and any issues.
• Service Excellence: Deliver excellent service, proactivelyanticipateneeds, and respond quickly to service requests.
• Policy Compliance: Stay updated on company policies and procedures.
• Continuous Improvement: Seekand adopt best practices to improve individual and team performance.
• Champion IOA Values: Demonstrateintegrity and leadership.

Ideal CandidateQualifications

• 3-5 years of account management experience,or 5+ years in the insurance industry
• Thorough knowledge of insurance brokerage and client needs
• Required active property & casualty (P&C) licensing; professional designation (CIC or equivalent) preferred
• Strong analytical, problem-solving, and decision-making skills
• Exceptional customer service,communication,multitasking, and organizational skills
• Proficiencyin 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 $80,000.00 - $105,000.00 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.