Commercial Lines Account Manager Associate - Remote (CA)

Insurance Office of America

Aliso Viejo (CA)

Hybrid

USD 75,000 - 85,000

Full time

10 days ago
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Benefits offered by this job

Company-paid health insurance
401K with employer match
Paid holidays, vacations, and sicktime
Professional growth opportunities
Bonus potential

Job summary

Insurance Office of America is seeking an Account Manager Associate - Commercial Lines in California. The role supports the account team with administrative tasks, policy administration, billing, claims handling, and renewal management.

Strong licensing and industry knowledge are required to succeed in this hybrid position near Los Angeles. The ideal candidate has 7+ years of customer service experience in insurance, solid analytical and communication skills, and proficiency with MS Office.

Qualifications

  • 7+ years of customer service experience in the insurance industry.
  • Thorough knowledge of insurance brokerage and client needs.
  • Active P&C licensing 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.
  • Independently resolve moderately complex customer service problems and manage smaller-sized accounts or those with less complexity.
  • Maintain technical competence and industry expertise.
  • Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
  • Handle policy administration, billing, claims, and coverage analysis.
  • Manage policy expirations and renewals.

Skills

Customer service
P&C insurance knowledge
Licensing
Analytical skills
MS Office

Education

High School Diploma

Tools

MS Office (Outlook, Word, Excel)

Job description

Insurance Office of America is seeking an Account Manager Associate - Commercial Lines in California. The role supports the account team with administrative tasks, policy administration, billing, claims handling, and renewal management.

Strong licensing and industry knowledge are required to succeed in this hybrid position near Los Angeles. The ideal candidate has 7+ years of customer service experience in insurance, solid analytical and communication skills, and proficiency with MS Office.

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