Account Manager, Commercial Lines - Hybrid/Remote in CA

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

Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays

Paid vacation and sick time

Job summary

Insurance Office of America is seeking an Account Manager - Commercial Lines to manage an assigned book of business, ensure account retention, coordinate day-to-day administrative and customer service activities, and support new business.

The ideal candidate will have 3–5 years of account management experience (or 5+ years in insurance), active P&C license (CIC preferred), strong analytical and communication skills, and proficiency with MS Office.

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; 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, and ensuring no errors or omissions.
• Direct daily activities of the account management team.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.

Skills

Account management

Customer service

Analytical skills

Communication

Team leadership

Education

CIC designation

High School Diploma

Tools

MS Office

Job description

Insurance Office of America is seeking an Account Manager - Commercial Lines to manage an assigned book of business, ensure account retention, coordinate day-to-day administrative and customer service activities, and support new business.

The ideal candidate will have 3–5 years of account management experience (or 5+ years in insurance), active P&C license (CIC preferred), strong analytical and communication skills, and proficiency with MS Office.