Commercial Lines Account Manager — Transportation & Trucking

Insurance Office of America; Monterey Park (CA); On-site; USD 88,000 - 95,000; Full time

Job summary

Insurance Office of America is seeking an Account Manager - Commercial Lines to manage an assigned book, retain clients, and support new business across remote locations in the United States. You will coordinate day-to-day admin tasks, resolve complex issues, and guide a team to deliver excellent service in a dynamic, client-focused environment.

The role requires active P&C licensing and trucking/transportation insurance knowledge, with strong analytical and communication skills.

Qualifications

• 3+ years of account management experience, or 5+ years in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• 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

• Manage an assigned book of business, ensuring account retention and supporting new business.
• Coordinate day-to-day administrative and customer service activities; resolve complex issues.
• Maintain technical competence and industry expertise.
• Direct daily activities of the account management team.
• Handle policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals; conduct client research and submissions.
• Monitor delinquent accounts and collect outstanding balances.
• Maintain agency management systems and carrier/vendor platforms.

Skills

Account management

Insurance brokerage

Customer service

Analytical skills

Communication

MS Office

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America is seeking an Account Manager - Commercial Lines to manage an assigned book, retain clients, and support new business across remote locations in the United States. You will coordinate day-to-day admin tasks, resolve complex issues, and guide a team to deliver excellent service in a dynamic, client-focused environment.

The role requires active P&C licensing and trucking/transportation insurance knowledge, with strong analytical and communication skills.