Commercial Lines Account Manager – Hybrid (California)

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

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays

Career growth

Work-life balance

Job summary

Insurance Office of America is seeking an Account Manager for Commercial Lines to manage a book of business, retain clients, and support new business development. The role emphasizes client service, policy administration, and renewal management.

Ideal candidates will hold an active P&C license, have 3–5 years in account management or 5+ years in insurance, and demonstrate strong analytical and communication skills along with proficiency in MS Office.

Qualifications

• 3–5 years of account management experience, or 5+ years in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active property & casualty licensing; 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

• Manage an assigned book of business, ensuring account retention and supporting new business.
• Coordinate day-to-day admin and customer service activities, resolving complex issues and ensuring accuracy.
• 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.

Skills

Account management

Customer service

Communication

MS Office

Analytical skills

Problem solving

Education

High School Diploma or equivalent

CIC designation (or equivalent)

Tools

MS Office

Job description

Insurance Office of America is seeking an Account Manager for Commercial Lines to manage a book of business, retain clients, and support new business development. The role emphasizes client service, policy administration, and renewal management.

Ideal candidates will hold an active P&C license, have 3–5 years in account management or 5+ years in insurance, and demonstrate strong analytical and communication skills along with proficiency in MS Office.