Hybrid/Remote Commercial Lines Account Manager

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

Benefits offered by this job

Health insurance

401K with match

Paid holidays

Vacation time

Sick time

Career growth

Work-life balance

Community service

Job summary

Insurance Office of America is seeking an Account Manager for Commercial Lines to manage a book of business, ensure retention, and support new business development. Hybrid work is preferred, with remote options for California residents and on-site collaboration as needed.

The role requires active P&C licensing and a strong focus on service excellence, renewals, and policy administration. You will lead a team, coordinate day-to-day activities, and uphold data accuracy across agency systems while

Qualifications

• 3–5 years of account management experience or 5+ years in insurance
• Thorough knowledge of insurance brokerage and client needs
• Active property & casualty license required; 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, resolving complex issues
• 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 reports and take action on delinquent accounts
• Maintain agency management systems and carrier/vendor platforms
• 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

Customer service

MS Office

Analytical skills

Communication

Problem solving

Organizational skills

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America is seeking an Account Manager for Commercial Lines to manage a book of business, ensure retention, and support new business development. Hybrid work is preferred, with remote options for California residents and on-site collaboration as needed.

The role requires active P&C licensing and a strong focus on service excellence, renewals, and policy administration. You will lead a team, coordinate day-to-day activities, and uphold data accuracy across agency systems while