Commercial Lines Account Manager Associate - Remote CA

Insurance Office of America

Sunnyvale (CA)

Hybrid

USD 75,000 - 85,000

Full time

9 days ago

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Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays

Paid vacations and sick time

Professional growth opportunities

Job summary

Insurance Office of America is seeking an Account Manager Associate - Commercial Lines to support the Los Angeles area account team. This remote-friendly position requires CA residency with strong preference for LA County, and an active P&C license.

You will handle policy administration, billing, claims, renewals, and client communications under supervision, ensuring accuracy and timely service. Competitive salary plus bonus and benefits are offered.

Qualifications

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