Account Manager, Commercial Lines | Remote PT Hours

Insurance Office Of America, Inc.

Chino Hills (CA)

Remote

USD 75,000 - 90,000

Full time

Just now
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Benefits offered by this job

Competitive salaries and bonus
Company-paid health insurance
401K with employer match
Professional growth opportunities
Work-life balance

Job summary

Insurance Office of America, Inc. in California seeks an Account Manager - Commercial Lines to manage a book of business, retain accounts, and support new business. The role requires active P&C licensing and ability to work Pacific Time hours.

Remote-friendly with possible hybrid onsite per policy. Responsibilities include client submissions, renewals, billing, and service excellence across policy administration, claims, and coverage analysis.

Qualifications

  • 3+ years of account management experience or 5+ years in the insurance industry
  • Thorough knowledge of insurance brokerage and client needs
  • Active 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
  • Resolve complex issues and ensure no errors or omissions
  • 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
  • Monitor activity to ensure timely completion
  • Maintain frequent communication with the account team
  • Deliver excellent service and respond quickly to requests
  • Stay updated on company policies and procedures
  • Seek and adopt best practices to improve performance
  • Demonstrate integrity and leadership

Skills

Account management
Insurance brokerage
Customer service
MS Office

Education

CIC designation preferred

Tools

MS Office

Job description

Insurance Office of America, Inc. in California seeks an Account Manager - Commercial Lines to manage a book of business, retain accounts, and support new business. The role requires active P&C licensing and ability to work Pacific Time hours.

Remote-friendly with possible hybrid onsite per policy. Responsibilities include client submissions, renewals, billing, and service excellence across policy administration, claims, and coverage analysis.

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