Client-Driven Commercial Insurance Manager

Insurance Office of America; Walnut Creek (CA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays

Vacation time

Sick time

Career growth

Culture and balance

Job summary

Insurance Office of America in Walnut Creek, CA seeks an experienced Commercial Insurance Account Manager at various levels (AA, SAA, AMA). The role requires 2–5 years of commercial insurance experience and an active P&C license.

Candidates will support client service, policy administration, and renewal processes across the client lifecycle. The position offers competitive pay and benefits, with on-site responsibilities in a hybrid policy where applicable.

Qualifications

• 2–5 years of commercial insurance experience.
• Active P&C license.
• Multiple experience levels considered (AA, SAA, AMA) based on experience and licensing.

Responsibilities

• Deliver proactive, responsive service to clients and internal teams.
• Communicate workload status and resolve service requests efficiently.
• Support strong client and team relationships.
• Process endorsements, audits, cancellations, reinstatements.
• Manage certificates, ID cards, binders, invoices, and related documents.
• Support policy issuance and documentation accuracy.
• Assist or lead new and renewal business processes.
• Prepare submissions and proposals.
• Gather underwriting information and documentation.
• Maintain accurate client and policy data in systems.
• Monitor activities and ensure timely task completion.
• Resolve billing discrepancies and support collections.
• Ensure adherence to policies and minimize errors & omissions exposure.

Education

Active P&C license

Job description

Insurance Office of America in Walnut Creek, CA seeks an experienced Commercial Insurance Account Manager at various levels (AA, SAA, AMA). The role requires 2–5 years of commercial insurance experience and an active P&C license.

Candidates will support client service, policy administration, and renewal processes across the client lifecycle. The position offers competitive pay and benefits, with on-site responsibilities in a hybrid policy where applicable.