Remote Account Manager Associate - Commercial Lines

Insurance Office Of America, Inc.; Carlsbad (CA); Remote; USD 65,000 - 75,000; Full time

Benefits offered by this job

Competitive salaries and bonus

Company-paid health insurance

Paid holidays, vacations, and sicktime

401K with employer match

Professional growth and career options

Job summary

Insurance Office Of America, Inc. is seeking an Account Manager Associate - Commercial Lines to support the account team with policy administration, renewals, billing, and client service. The role emphasizes accurate processing, collaboration with AM/AE/Producer, and maintaining data integrity across agency systems.

The ideal candidate holds an active P&C license and can work Pacific Time hours. Remote work is open to residents in CA, NV, OR, WA, and AZ, with onsite possibilities within a

Qualifications

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

• Maintain technical competence and industry expertise.
• Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.
• Process tasks accurately and within required timeframes.
• Assist in reviewing contracts to ensure proper coverages are included.
• 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.
• Champion IOA values and integrity.

Skills

Analytical skills

Problem-solving

Decision-making

Customer service

Communication

Multitasking

Organizational skills

Education

High School Diploma

CIC certification (preferred)

Tools

MS Office

Job description

Insurance Office Of America, Inc. is seeking an Account Manager Associate - Commercial Lines to support the account team with policy administration, renewals, billing, and client service. The role emphasizes accurate processing, collaboration with AM/AE/Producer, and maintaining data integrity across agency systems.

The ideal candidate holds an active P&C license and can work Pacific Time hours. Remote work is open to residents in CA, NV, OR, WA, and AZ, with onsite possibilities within a