Commercial Lines Account Manager | Hybrid CA (P&C License)

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

Benefits offered by this job

Competitive salaries and bonus

Company-paid health insurance

401K with employer match

Paid holidays and time off

Career growth opportunities

Supportive culture

Job summary

Insurance Office of America is seeking an Account Manager - Commercial Lines in Southern California. The hybrid role supports an assigned book of business, manages day-to-day client service, and ensures retention while handling renewals, billing, and coverage analyses.

The ideal candidate holds an active P&C license (CIC or equivalent preferred), 3–5 years in account management, and strong communication and analytical skills.

Qualifications

• 3-5 years of account management experience, or 5+ years in the insurance industry.
• Active property & casualty (P&C) licensing is required; professional designation (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) and broker/agency software familiarity.

Responsibilities

• Manage an assigned book of business, ensuring account retention and supporting new business.
• Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.
• 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 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.

Skills

Account management

Insurance brokerage knowledge

P&C license

Client needs analysis

MS Office proficiency

Education

High School Diploma

Job description

Insurance Office of America is seeking an Account Manager - Commercial Lines in Southern California. The hybrid role supports an assigned book of business, manages day-to-day client service, and ensures retention while handling renewals, billing, and coverage analyses.

The ideal candidate holds an active P&C license (CIC or equivalent preferred), 3–5 years in account management, and strong communication and analytical skills.