Licensed Commercial Insurance Account Manager – Remote

Insurance Office Of America, Inc.; Claremont (CA); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays, vacations, and sicktime

Professional growth opportunities

Respectful culture

Job summary

Insurance Office of America (IOA) is seeking an Account Manager for Commercial Lines in California. This role focuses on managing a book of business, retaining clients and supporting growth while coordinating daily admin and service tasks in alignment with IOA policies.

The ideal candidate holds an active P&C license, has 3+ years of account management or 5+ years in insurance, and can work Pacific Time hours. IOA emphasizes service excellence, renewals, and cross-functional collaboration.

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 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.
• Conduct client research, prepare submissions, negotiate coverages, and present proposals.

Skills

Account management

Insurance brokerage

Communication

Analytical thinking

Problem solving

Organizational skills

MS Office

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America (IOA) is seeking an Account Manager for Commercial Lines in California. This role focuses on managing a book of business, retaining clients and supporting growth while coordinating daily admin and service tasks in alignment with IOA policies.

The ideal candidate holds an active P&C license, has 3+ years of account management or 5+ years in insurance, and can work Pacific Time hours. IOA emphasizes service excellence, renewals, and cross-functional collaboration.