Commercial Lines Account Manager Associate - Remote CA

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

Benefits offered by this job

Competitive salary

Bonus potential

Company-paid health insurance

Paid holidays, vacations, and sicktime

401K with employer match

Professional growth opportunities

Respectful culture

Community service commitment

Supportive teammates

Job summary

Insurance Office of America is seeking an Account Manager Associate - Commercial Lines to support California-based teams, primarily Los Angeles area. The role emphasizes client service, policy administration, renewals, and close collaboration with producers and account executives.

Ideal candidates bring 7+ years in insurance-based customer service, an active P&C license, and strong MS Office skills. The position offers competitive pay and comprehensive benefits with possible hybrid work

Qualifications

• 7+ years of customer service experience in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active property & casualty license; 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

• 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 customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, gather underwriting information, analyze loss runs, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.
• Process tasks accurately 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

Analytical skills

Communication

Problem-solving

Multitasking

Organization

Education

High School Diploma or equivalent

Tools

MS Office

Job description

Insurance Office of America is seeking an Account Manager Associate - Commercial Lines to support California-based teams, primarily Los Angeles area. The role emphasizes client service, policy administration, renewals, and close collaboration with producers and account executives.

Ideal candidates bring 7+ years in insurance-based customer service, an active P&C license, and strong MS Office skills. The position offers competitive pay and comprehensive benefits with possible hybrid work