Commercial Lines Account Manager Associate

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

Benefits offered by this job

Competitive salaries and bonus潜

Job summary

Insurance Office of America is seeking an Account Manager Associate for Commercial Lines in California. The role supports the account team, handling policy administration, renewals, and liaising with producers to ensure accurate coverage and timely submissions.

Ideal candidates bring 7+ years in insurance-related customer service, a valid P&C license, and strong analytical and communication skills. Competitive pay, strong benefits, and career growth are offered within a supportive team.

Qualifications

• 7+ years of customer service experience in the insurance industry.
• Active property & casualty license required; 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, Producer, and/or assigned group of accounts.
• Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.
• Process tasks accurately and within required timeframes.
• Assist in reviewing contracts to ensure proper coverages are included.
• Monitor delinquent accounts and collect outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Monitor and maintain activity/suspense for timely completion.
• Maintain frequent communication with the account team regarding workload status.
• Deliver excellent service and proactively respond to requests.
• Stay updated on company policies and strive for continuous improvement.
• Demonstrate integrity and leadership to champion IOA values.

Skills

Customer service

Insurance knowledge

Analytical skills

Communication

Multitasking

Organizational skills

Problem solving

MS Office

Education

High School Diploma

Professional designation preferred

Tools

Outlook

Word

Excel

Job description

Insurance Office of America is seeking an Account Manager Associate for Commercial Lines in California. The role supports the account team, handling policy administration, renewals, and liaising with producers to ensure accurate coverage and timely submissions.

Ideal candidates bring 7+ years in insurance-related customer service, a valid P&C license, and strong analytical and communication skills. Competitive pay, strong benefits, and career growth are offered within a supportive team.