Commercial Lines Account Manager Associate (Hybrid)

Insurance Office of America; Castro Valley (CA); Hybrid; USD 70,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401K match

Paid holidays

Sick time

Career growth

Job summary

Insurance Office of America is seeking an Account Manager Associate for Commercial Lines in a hybrid role (Pleasanton, CA). You will provide administrative and customer service support to the account team, assist in workflow, and help with policy administration, renewals, and client inquiries to ensure accurate coverage and timely service.

The role requires 7+ years in insurance customer service, active P&C licensing, and strong analytical, organizational, and communication skills.

Qualifications

• 7+ years of customer service experience in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active property & casualty licensing; professional designation preferred.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional customer service, communication, multitasking, and organizational skills.

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, prepare submissions, evaluate coverages and pricing, prepare 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 reports and take action on delinquent accounts, collecting outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• 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

MS Office

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America is seeking an Account Manager Associate for Commercial Lines in a hybrid role (Pleasanton, CA). You will provide administrative and customer service support to the account team, assist in workflow, and help with policy administration, renewals, and client inquiries to ensure accurate coverage and timely service.

The role requires 7+ years in insurance customer service, active P&C licensing, and strong analytical, organizational, and communication skills.