Remote Account Manager Associate - Commercial Lines

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

Benefits offered by this job

Health insurance

Paid holidays

401K with employer match

Career growth

Work/life balance

Community service

Supportive teammates

Job summary

Insurance Office of America (IOA) is seeking an Account Manager Associate for Commercial Lines. The role is remote with potential hybrid requirements; open to residents in CA, NV, OR, WA and AZ.

You will support the account team, manage client needs, renewals, billing, and policy administration while ensuring service excellence. The ideal candidate holds an active P&C license, strong analytical skills, and experience in insurance brokerage.

Qualifications

• Active P&C license required.
• Professional designation (CIC or equivalent) preferred.
• Strong analytical, problem-solving and decision-making skills.
• Exceptional customer service, communication, multitasking, and organizational skills.

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 (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability.
• Independently resolve moderately complex customer service problems and manage smaller-sized accounts or those with less complexity.
• Maintain technical competence and industry knowledge.
• 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

Account management

Insurance knowledge

Analytical skills

Customer service

MS Office

Education

High School Diploma or equivalent

Tools

MS Office

Job description

Insurance Office of America (IOA) is seeking an Account Manager Associate for Commercial Lines. The role is remote with potential hybrid requirements; open to residents in CA, NV, OR, WA and AZ.

You will support the account team, manage client needs, renewals, billing, and policy administration while ensuring service excellence. The ideal candidate holds an active P&C license, strong analytical skills, and experience in insurance brokerage.