Account Manager, Commercial Lines — Hybrid/Remote CA

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

Benefits offered by this job

Health insurance

401K with employer match

Paid time off

Career growth

Job summary

Insurance Office of America is seeking an Account Manager - Commercial Lines in Southern California to manage an assigned book of business, retain clients, and support new growth. The role emphasizes coordinating daily administration, service requests, and renewals across a hybrid work setting.

The ideal candidate has 3–5 years in account management or 5+ years in insurance, with an active P&C license; CIC designation 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
• Required active property & casualty licensing; professional designation (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

• Technical Competence: Maintain technical competence and industry expertise.
• 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: Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.
• Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Policy Compliance: Stay updated on company policies and procedures.
• Continuous Improvement: Seek and adopt best practices to improve individual and team performance.
• Champion IOA Values: Demonstrate integrity and leadership.

Skills

Account management

Customer service

Communication

Analytical skills

Education

Active Property & Casualty license

CIC designation (preferred)

High School Diploma or equivalent

Tools

MS Office

Job description

Insurance Office of America is seeking an Account Manager - Commercial Lines in Southern California to manage an assigned book of business, retain clients, and support new growth. The role emphasizes coordinating daily administration, service requests, and renewals across a hybrid work setting.

The ideal candidate has 3–5 years in account management or 5+ years in insurance, with an active P&C license; CIC designation is preferred.