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Commercial Insurance Account Manager (Remote: West Coast)

Insurance Office of America, Inc.

California

Hybrid

USD 75,000 - 85,000

Full time

13 days ago

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Job summary

A leading insurance company is seeking a Commercial Insurance Account Manager to manage client accounts remotely on the West Coast. This role involves retaining existing business, providing exceptional customer service, and managing administrative activities. Ideal candidates will have significant experience in account management or the insurance industry, with strong analytical and communication skills. The position offers a competitive salary package, health benefits, and opportunities for professional growth in a supportive working environment.

Benefits

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 opportunities
Respectful culture and work/life balance

Qualifications

  • 3+ years of account management experience or 5+ years in the insurance industry.
  • Required active Property & Casualty licensing; CIC or equivalent preferred.
  • Thorough knowledge of insurance brokerage and client needs.

Responsibilities

  • Manage an assigned book of business and ensure account retention.
  • Handle customer service requests, policy administration, and claims.
  • Direct daily activities of the account management team.

Skills

Analytical skills
Problem-solving
Decision-making
Customer service
Communication
Multitasking
Organizational skills

Education

High School Diploma (or equivalent)

Tools

MS Office

Job description

Commercial Insurance Account Manager (Remote: West Coast) page is loaded

Commercial Insurance Account Manager (Remote: West Coast)
Apply locations California (Remote) Chandler, AZ Aliso Viejo, CA Reno, NV Los Angeles, CA time type Full time posted on Posted 30+ Days Ago job requisition id R-567

Job Description:

Title: Account Manager - Commercial Lines

Fully Remote: Arizona, California, Nevada and Utah residents
Book Focus: General

About the Role : M a nage 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.

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