Commercial Lines Account Manager - Remote PT Hours

Insurance Office Of America, Inc.

Sacramento (CA)

Hybrid

USD 75,000 - 90,000

Full time

3 hours ago
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Benefits offered by this job

Health insurance
401K with employer match
Paid holidays
Sick time
Career progression

Job summary

Insurance Office Of America is seeking an Account Manager - Commercial Lines to manage a book of business, retain clients, and coordinate day-to-day account activities. You will resolve complex issues and ensure accurate policy administration, billing, and renewals.

The ideal candidate has 3+ years in account management or 5+ years in insurance, active P&C licensing, and strong MS Office skills. Some remote work with potential onsite as needed is offered, serving California-based clients.

Qualifications

  • 3+ years of account management experience, or 5+ years in the insurance industry.
  • Active 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

  • 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 delinquent accounts and collect outstanding balances.
  • Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy.
  • Monitor and maintain activity/suspense to ensure timely completion.
  • Maintain frequent, transparent communication with the account team regarding workload status and 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 performance.
  • Demonstrate integrity and leadership.

Skills

Account management
Brokerage knowledge
Active license
CIC designation
Customer service
MS Office
Analytical skills
Communication
Multitasking
Organizational skills

Education

High School Diploma

Job description

Insurance Office Of America is seeking an Account Manager - Commercial Lines to manage a book of business, retain clients, and coordinate day-to-day account activities. You will resolve complex issues and ensure accurate policy administration, billing, and renewals.

The ideal candidate has 3+ years in account management or 5+ years in insurance, active P&C licensing, and strong MS Office skills. Some remote work with potential onsite as needed is offered, serving California-based clients.

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