Account Manager - Commercial Lines (Remote PT)

Insurance Office Of America, Inc.; Aliso Viejo (CA); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays

Career growth

Job summary

Insurance Office of America (IOA) is seeking an Account Manager - Commercial Lines in California to manage a book of business, ensure client retention, and support new business development. The role emphasizes day-to-day administration, service excellence, and cross-functional collaboration with the account team.

The candidate will handle policy administration, renewals, billing, and coverage analyses while maintaining data accuracy across agency systems.

Qualifications

• 3+ years of account management experience, or 5+ years in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active licensing is required; CIC or equivalent designation 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 delinquent accounts and collect outstanding balances.
• Maintain agency management systems and carrier/vendor platforms.

Skills

Account management

Insurance knowledge

Analytical skills

Communication

Multitasking

Organizational skills

Problem-solving

Customer service

Education

High School Diploma

CIC designation preferred

Tools

MS Office

Job description

Insurance Office of America (IOA) is seeking an Account Manager - Commercial Lines in California to manage a book of business, ensure client retention, and support new business development. The role emphasizes day-to-day administration, service excellence, and cross-functional collaboration with the account team.

The candidate will handle policy administration, renewals, billing, and coverage analyses while maintaining data accuracy across agency systems.