Commercial Lines Account Associate | Remote/Hybrid (CA)

Insurance Office of America; Arcadia (CA); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Health insurance

401K match

Paid holidays

Sick time

Career growth

Work-life balance

Community service

Job summary

Insurance Office of America in California is seeking an Account Manager Associate - Commercial Lines. The role provides admin and customer service support to the account team, and works under an Account Manager to ensure quality and timely policy administration.

The ideal candidate holds an active P&C license, has strong communication and analytical skills, and is able to manage renewals, billing, and client inquiries across a generalist book.

Qualifications

• 7+ years of customer service experience in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs
• Required active property & casualty licensing; professional 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

• Provide administrative and customer service support to the account team.
• Work with minimal direction from an Account Manager (AM), Account Executive (AE), or Producer.
• Independently resolve moderately complex customer service problems.
• Manage smaller-sized accounts or those with less complexity.
• Process policy expirations and renewals.
• Assist in reviewing contracts to ensure proper coverages are included.
• Monitor reports and take action on delinquent accounts.
• Maintain agency management systems and carrier/vendor platforms.
• Monitor and maintain activity/suspense to ensure timely completion.
• Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve individual and team performance.
• Demonstrate integrity and leadership.

Skills

Customer service

Insurance knowledge

Analytical skills

Communication

Multitasking

Organizational skills

MS Office

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America in California is seeking an Account Manager Associate - Commercial Lines. The role provides admin and customer service support to the account team, and works under an Account Manager to ensure quality and timely policy administration.

The ideal candidate holds an active P&C license, has strong communication and analytical skills, and is able to manage renewals, billing, and client inquiries across a generalist book.