Commercial Insurance Account Manager (Remote: West Coast)

Community Options, Inc.; Bakersfield (CA); Remote; USD 75,000 - 85,000; Full time

Job summary

A leading company in the insurance industry seeks a Commercial Insurance Account Manager to manage a book of business within the West Coast region. The role involves ensuring account retention, handling policy administration, and delivering exceptional customer service. Ideal candidates will have a strong background in account management with excellent analytical and communication skills. Competitive salary and comprehensive benefits package offered.

Benefits

Competitive salaries and bonus potential

Company-paid health insurance

401K with employer match

Paid holidays, vacations, and sick time

Professional growth and career progression opportunities

Respectful culture and work/family life balance

Community service commitment

Qualifications

• 3+ 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 preferred.

Responsibilities

• Manage an assigned book of business and ensure account retention.
• Handle customer service requests, policy administration, and billing.
• Conduct client research and present proposals during renewal process.

Skills

Analytical skills

Customer service

Communication

Problem-solving

Organizational skills

Multitasking

Education

High School Diploma (or equivalent)

Tools

MS Office (Outlook, Word, Excel)

Job description

Commercial Insurance Account Manager (Remote: West Coast)

Commercial Insurance Account Manager (Remote: West Coast)

4 days ago Be among the first 25 applicants

Title: Account Manager - Commercial Lines

Description

Job Description:

Title: Account Manager - Commercial Lines

Fully Remote: Arizona, California, Nevada and Utah residents

Book Focus: General

About the Role: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.

Key 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.
  
  

Ideal Candidate Qualifications

• 3+ 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)
  
  

What We Offer

• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Employee stock plan participation
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment
  
  

What To Expect (Application Process)

• 30-Minute Phone Screen, Online Assessments, and Interview(s)
  
  

Salary Range

$75,000.00 to $85,000.00

• salary range variable based on experience
  
  

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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