Commercial Lines Account Manager | P&C Licensed | Hybrid CA

Insurance Office of America

Concord (CA)

Hybrid

USD 80,000 - 105,000

Full time

5 days ago
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Benefits offered by this job

Competitive salaries
Bonus potential
Company-paid health insurance
Paid holidays and vacations
401K with employer match
Career growth opportunities
Work-life balance

Job summary

Insurance Office of America in California seeks an Account Manager - Commercial Lines to manage an assigned book of business, retain accounts, and support new business. You will coordinate daily administrative and customer service activities, resolve complex issues, and ensure accuracy in policy administration, billing, claims, and coverage analysis.

Ideal candidates have 3–5 years in account management, a valid P&C license (CIC preferred), strong analytical and communication skills, and

Qualifications

  • 3–5 years of account management experience or 5+ years in the insurance industry.
  • Strong knowledge of insurance brokerage and client needs.
  • Active property & casualty (P&C) license required.
  • Professional designation (CIC or equivalent) preferred.
  • Proficient in MS Office.

Responsibilities

  • Maintain technical competence and industry expertise.
  • Direct daily activities of the account management team.
  • Handle customer service requests, policy administration, billing, and claims.
  • 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 activities.
  • Communicate workload status with the account team.
  • Deliver proactive service and respond quickly to requests.
  • Stay updated on company policies.
  • Seek best practices to improve performance.
  • Demonstrate integrity and leadership.

Skills

Account management
Analytical skills
Customer service
Communication
MS Office

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America in California seeks an Account Manager - Commercial Lines to manage an assigned book of business, retain accounts, and support new business. You will coordinate daily administrative and customer service activities, resolve complex issues, and ensure accuracy in policy administration, billing, claims, and coverage analysis.

Ideal candidates have 3–5 years in account management, a valid P&C license (CIC preferred), strong analytical and communication skills, and

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