Account Manager, Commercial Lines – Hybrid/Remote

Insurance Office of America; Burbank (CA); Hybrid; USD 80,000 - 105,000; Full time

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays, vacations, and sick時間

Professional growth opportunities

Job summary

Insurance Office of America is seeking an Account Manager for Commercial Lines in Southern California. The role focuses on managing an assigned book, retaining clients, and supporting new business with strong service and renewal activities.

The ideal candidate has 3–5 years in account management or 5+ years in insurance, with an active P&C license; CIC is a plus. Hybrid work is preferred in SoCal, with remote options for California residents.

Qualifications

• 3-5 years of account management experience, or 5+ years in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active P&C licensing required; 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).

Responsibilities

• Manage an assigned book of business, ensuring account retention and supporting new business.
• Coordinate day-to-day administrative and customer service activities, resolving complex issues.
• Maintain technical competence and industry expertise.
• Direct daily activities of the account management team.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, prepare submissions, negotiate coverages, and present proposals.
• Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Monitor and maintain activity/suspense to ensure timely completion.
• Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve individual and team performance.
• Demonstrate integrity and leadership.

Skills

Account management

Analytical skills

Customer service

Communication

Multitasking

Organizational skills

Education

High School Diploma or equivalent

Property & Casualty (P&C) license

CIC designation (preferred)

Tools

MS Office

Job description

Insurance Office of America is seeking an Account Manager for Commercial Lines in Southern California. The role focuses on managing an assigned book, retaining clients, and supporting new business with strong service and renewal activities.

The ideal candidate has 3–5 years in account management or 5+ years in insurance, with an active P&C license; CIC is a plus. Hybrid work is preferred in SoCal, with remote options for California residents.