Commercial Lines Account Manager – CA (Hybrid/Remote)

Insurance Office of America; San Diego (CA); Hybrid; USD 80,000 - 105,000; Full time

Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays, vacations, and sicktime

Job summary

Insurance Office of America in Southern California is seeking an Account Manager - Commercial Lines to manage an assigned book of business, retain clients, and support new business. You will coordinate day-to-day administration, address complex issues, and ensure accuracy in policy data and service delivery.

This role offers a hybrid work model with onsite requirements within 50 miles of a IOA branch. A valid property & casualty license is required; CIC or equivalent designation is preferred.

Qualifications

• 3-5 years of account management experience or 5+ years in the insurance industry
• Active property & casualty (P&C) license required; CIC or equivalent 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

• Technical Competence: Maintain technical competence and industry expertise.
• Team Leadership: Direct daily activities of the account management team.
• Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Policy Management: Manage policy expirations and renewals.
• Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals.
• Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.
• Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Policy Compliance: Stay updated on company policies and procedures.
• Continuous Improvement: Seek and adopt best practices to improve individual and team performance.
• Champion IOA Values: Demonstrate integrity and leadership.

Skills

Account management

Customer service

MS Office

Analytical skills

Communication

Problem solving

Education

High School Diploma or equivalent

CIC designation preferred

Tools

MS Office

Job description

Insurance Office of America in Southern California is seeking an Account Manager - Commercial Lines to manage an assigned book of business, retain clients, and support new business. You will coordinate day-to-day administration, address complex issues, and ensure accuracy in policy data and service delivery.

This role offers a hybrid work model with onsite requirements within 50 miles of a IOA branch. A valid property & casualty license is required; CIC or equivalent designation is preferred.