Account Manager, Commercial Lines — Hybrid/Remote (CA)

Insurance Office of America

Carpinteria (CA)

Hybrid

USD 80,000 - 105,000

Full time

7 days ago
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Benefits offered by this job

Competitive salaries and bonus
Company-paid health insurance
Paid holidays, vacations, and sickTime
401K with employer match
Professional growth and career prog.
Respectful culture and work/familylife
Community service commitment
Supportive teammates and a rewarding工作

Job summary

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

The role requires active property and casualty licensing, strong client service and team leadership, with opportunities for professional growth and a comprehensive benefits package.

You will coordinate policy administration, renewals, billing, claims, and work with carriers to deliver client-focused solutions.

Qualifications

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

  • 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 delinquent accounts and collect outstanding balances.
  • Maintain agency management systems and carrier/vendor platforms.
  • Ensure timely completion of activities.
  • Maintain transparent workload communication with the team.
  • Deliver excellent service and anticipate client needs.
  • Stay updated on company policies.
  • Seek best practices to improve performance.
  • Demonstrate integrity and leadership.

Skills

Account management
Insurance knowledge
MS Office
Communication
Analytical skills
Problem-solving
Team leadership
Customer service

Education

High School Diploma or equivalent
CIC or equivalent designation preferred

Tools

MS Office Suite
Agency management systems
Carrier/vendor platforms

Job description

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

The role requires active property and casualty licensing, strong client service and team leadership, with opportunities for professional growth and a comprehensive benefits package.

You will coordinate policy administration, renewals, billing, claims, and work with carriers to deliver client-focused solutions.

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