Commercial Lines Account Manager Associate - Remote (CA)

Insurance Office of America; Isla Vista (CA); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Health insurance

Paid time off

401K with employer match

Career growth

Supportive culture

Community service

Work-life balance

Job summary

Insurance Office of America (IOA) seeks an Account Manager Associate - Commercial Lines to support the account team, producer, and assigned group of accounts. You will handle policy administration, billing, claims analysis, renewals, and client research with guidance from senior staff.

The role emphasizes strong customer service, attention to detail, and ability to work within a fast-paced insurance environment in California. Licensing required.

Qualifications

• 7+ years of insurance industry customer service experience.
• 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, 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 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

Analytical skills

Communication

MS Office

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America (IOA) seeks an Account Manager Associate - Commercial Lines to support the account team, producer, and assigned group of accounts. You will handle policy administration, billing, claims analysis, renewals, and client research with guidance from senior staff.

The role emphasizes strong customer service, attention to detail, and ability to work within a fast-paced insurance environment in California. Licensing required.