Account Manager, Commercial Lines - Hybrid/Remote CA

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

Benefits offered by this job

Health insurance

Bonus potential

401K with employer match

Paid holidays

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, client service, renewals, and coordination with the account team to ensure retention and growth.

The ideal candidate will hold an active P&C license (CIC preferred) and bring 3–5 years of account management experience in insurance, with strong analytical and communication skills. IOA offers competitive compensation and benefits.

Qualifications

• Active P&C license required.
• 3–5 years account management experience or 5+ years in insurance.
• 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

• Maintain technical competence and industry knowledge.
• 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 collect delinquent accounts.
• Maintain agency management systems and carrier/vendor platforms.
• Monitor activity and suspense to ensure timely completion.
• Communicate workload status with the account team.
• Deliver excellent service and anticipate needs.
• Stay updated on company policies.
• Seek and adopt best practices to improve performance.
• Champion IOA values.

Skills

Analytical skills

Problem-solving

Decision-making

Customer service

Communication

Multitasking

Organizational skills

Education

Property & Casualty license (active)

CIC designation (preferred)

High School Diploma or equivalent

Tools

MS Office

Outlook

Word

Excel

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, client service, renewals, and coordination with the account team to ensure retention and growth.

The ideal candidate will hold an active P&C license (CIC preferred) and bring 3–5 years of account management experience in insurance, with strong analytical and communication skills. IOA offers competitive compensation and benefits.