Commercial Lines Account Manager (Hybrid, CA) — Growth

Insurance Office of America

Santa Barbara (CA)

Hybrid

USD 80,000 - 105,000

Full time

14 days+

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Benefits offered by this job

Company-paid health insurance
401K with employer match
Competitive salary and bonus potential
Career growth opportunities
Work-life balance

Job summary

Insurance Office of America seeks an Account Manager for Commercial Lines in a hybrid role serving Southern California, with opportunities to manage a diverse book of business, retain accounts, and support new business. The role requires coordinating day-to-day administrative and customer service activities, resolving complex issues, and ensuring accuracy in policy administration and renewals.

The ideal candidate has 3–5 years in account management within insurance, a valid P&C license, and

Qualifications

  • 3-5 years of account management experience in insurance.
  • Active property & casualty license required; CIC preferred.
  • Strong analysis, problem-solving, and communication skills.
  • Excellent customer service and organizational skills.
  • Proficiency with MS Office (Outlook, Word, Excel).

Responsibilities

  • Maintain technical competence and industry expertise.
  • Direct daily activities of the account management team.
  • Handle client requests, policy administration, billing, claims, and coverage analysis.
  • Manage policy expirations and renewals.
  • Prepare submissions, negotiate coverages, and present proposals.
  • Monitor delinquent accounts and collect balances.
  • Maintain agency management systems and carrier/vendor platforms.
  • Ensure timely completion of activity/suspense.
  • Communicate workload/status with the account team.
  • Deliver excellent service and proactive support.
  • Stay updated on company policies and procedures.
  • Seek best practices for improvement.
  • Demonstrate integrity and leadership.

Skills

Account management
Insurance knowledge
MS Office
Customer service
Analytical skills

Education

High School Diploma or equivalent
CIC designation preferred

Tools

MS Office Suite

Job description

Insurance Office of America seeks an Account Manager for Commercial Lines in a hybrid role serving Southern California, with opportunities to manage a diverse book of business, retain accounts, and support new business. The role requires coordinating day-to-day administrative and customer service activities, resolving complex issues, and ensuring accuracy in policy administration and renewals.

The ideal candidate has 3–5 years in account management within insurance, a valid P&C license, and

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