Remote Account Manager Associate, Commercial Lines

Insurance Office of America; Laguna Hills (CA); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Bonus potential

Health insurance

Paid time off

401K match

Career growth

Work-life balance

Community service

Supportive teammates

Job summary

Insurance Office of America (IOA) seeks an Account Manager Associate for Commercial Lines to support the account team, producer, and assigned accounts with policy administration, renewals, billing, and service in California. The role emphasizes accuracy and proactive service in a team setting.

Ideal candidates have 7+ years in insurance customer service, active P&C licensing, and strong MS Office skills, along with excellent communication and problem-solving abilities within a collaborative

Qualifications

• 7+ years of customer service experience in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active property & casualty licensing; professional 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, collecting outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Monitor and maintain activity/suspense to ensure timely completion.
• Maintain frequent, transparent communication with the account team regarding workload status and any 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 individual and team performance.
• Demonstrate integrity and leadership.

Skills

Customer service

Insurance brokerage

Policy administration

MS Office

Education

High School Diploma or equivalent

Job description

Insurance Office of America (IOA) seeks an Account Manager Associate for Commercial Lines to support the account team, producer, and assigned accounts with policy administration, renewals, billing, and service in California. The role emphasizes accuracy and proactive service in a team setting.

Ideal candidates have 7+ years in insurance customer service, active P&C licensing, and strong MS Office skills, along with excellent communication and problem-solving abilities within a collaborative