Hybrid Account Manager Associate, Commercial Lines (P&C)

Insurance Office of America; Cherryland (CA); Hybrid; USD 70,000 - 75,000; Full time

Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays/vacations/sick time

Professional growth opportunities

Respectful culture and work-life blend

Job summary

Insurance Office of America in Pleasanton, CA is seeking an Account Manager Associate for Commercial Lines. The role provides administrative and customer service support to the account team, working with the AM/AE or Producer to meet production and quality standards.

The ideal candidate has 7+ years in insurance customer service, a valid P&C license, and strong communication skills. Expect hybrid work and opportunities for growth within a collaborative team.

Qualifications

• Minimum 7+ years of customer service experience in insurance.
• Active property & casualty license; professional designation preferred.
• Strong analytical, problem-solving, and communication skills.
• Proficiency in MS Office (Outlook, Word, Excel).
• High attention to detail and organizational abilities.

Responsibilities

• Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts.
• Work with minimal direction from an Account Manager, Account Executive, or Producer.
• Handle policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals; coordinate underwriting submissions.
• Maintain agency management systems and carrier/vendor platforms; ensure data accuracy.

Skills

Customer service

Insurance knowledge

Licensing: P&C

MS Office

Communication

Team leadership

Detail-oriented

Education

High School Diploma

Tools

Agency management systems

Job description

Insurance Office of America in Pleasanton, CA is seeking an Account Manager Associate for Commercial Lines. The role provides administrative and customer service support to the account team, working with the AM/AE or Producer to meet production and quality standards.

The ideal candidate has 7+ years in insurance customer service, a valid P&C license, and strong communication skills. Expect hybrid work and opportunities for growth within a collaborative team.