Commercial Lines Account Manager — Hybrid (CA)

Insurance Office of America; Castro Valley (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 sick时间

Professional growth opportunities

Work-life balance culture

Job summary

Insurance Office of America is seeking an Account Manager for Commercial Lines in a hybrid role across Southern California. You will manage a book of business, retain clients, and support new business, coordinating day-to-day administrative tasks and resolving complex issues.

The ideal candidate has 3–5 years in account management or 5+ years in insurance, with active P&C licensing. Proficiency in MS Office is required, CIC or equivalent preferred.

Qualifications

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

Responsibilities

• Maintain technical competence and industry expertise.
• Direct daily activities of the account management team.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, prepare submissions, negotiate coverages, and present proposals.
• Monitor accounts receivable and collect outstanding balances.
• Maintain agency management systems and carrier/vendor platforms.
• Monitor and maintain activity/suspense to ensure timely completion.
• Maintain frequent, transparent communication with the account team.
• Deliver excellent service and proactively anticipate needs.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve performance.
• Demonstrate integrity and leadership with IOA values.

Skills

Account management

Analytical skills

Communication skills

Customer service

Multitasking

Organizational skills

Education

High School Diploma

CIC or equivalent designation preferred

Tools

MS Office (Outlook)

MS Word

MS Excel

Job description

Insurance Office of America is seeking an Account Manager for Commercial Lines in a hybrid role across Southern California. You will manage a book of business, retain clients, and support new business, coordinating day-to-day administrative tasks and resolving complex issues.

The ideal candidate has 3–5 years in account management or 5+ years in insurance, with active P&C licensing. Proficiency in MS Office is required, CIC or equivalent preferred.