Commercial Lines Account Manager - Remote in CA

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

Benefits offered by this job

Health insurance

401K with match

Paid holidays

Career growth

Work-life balance

Community service

Job summary

Insurance Office of America in Southern California is seeking an Account Manager - Commercial Lines to manage an assigned book, retain clients, and support new business.

You will coordinate daily admin and customer service, resolve complex issues, renewals, and policy management while collaborating with account teams to deliver exceptional service. A P&C license and strong communication are required.

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 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)
• High School Diploma (or equivalent)

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.
• Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• 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 experience

Insurance industry knowledge

Analytical and problem-solving skills

Communication skills

Customer service

Multitasking

Organizational skills

Education

CIC or equivalent designation

High School Diploma or equivalent

Tools

MS Office

Job description

Insurance Office of America in Southern California is seeking an Account Manager - Commercial Lines to manage an assigned book, retain clients, and support new business.

You will coordinate daily admin and customer service, resolve complex issues, renewals, and policy management while collaborating with account teams to deliver exceptional service. A P&C license and strong communication are required.