Commercial Lines Account Manager Associate - Remote/Hybrid

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

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays, vacations & sick time

Bonus potential

Career progression

Work-life balance

Job summary

Insurance Office of America (IOA) is seeking an Account Manager Associate - Commercial Lines to provide administrative and client support for the account team in California. The role involves handling policy management, billing, claims, and coverage analysis while maintaining data integrity across agency systems.

The ideal candidate will have an active P&C license and 7+ years of customer service experience in the insurance industry, with strong communication and MS Office skills.

Qualifications

• 7+ years of customer service experience in the insurance industry.
• Active property & casualty licensing required; professional designation preferred.
• Strong analytical, problem-solving, and decision-making skills.

Responsibilities

• Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts.
• Manage policy expirations and renewals.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Assist in reviewing contracts to ensure proper coverages are included.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.

Skills

Customer service

Insurance knowledge

Active P&C license

Analytical

Communication

MS Office

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America (IOA) is seeking an Account Manager Associate - Commercial Lines to provide administrative and client support for the account team in California. The role involves handling policy management, billing, claims, and coverage analysis while maintaining data integrity across agency systems.

The ideal candidate will have an active P&C license and 7+ years of customer service experience in the insurance industry, with strong communication and MS Office skills.