Remote Account Manager Associate – Commercial Lines

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

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays

Job summary

Insurance Office of America is seeking an Account Manager Associate to support commercial lines accounts in a flexible remote-California environment. The role focuses on administration, renewals, policy management, and timely service across a team handling client accounts.

The ideal candidate will have an active P&C license, strong communication and organizational skills, and experience in account management or insurance brokerage. IOA emphasizes growth, benefits, and a supportive work culture.

Qualifications

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

• 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 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

Account management

Customer service

Communication

Time management

Education

High School Diploma

Tools

MS Office

CRM software

Job description

Insurance Office of America is seeking an Account Manager Associate to support commercial lines accounts in a flexible remote-California environment. The role focuses on administration, renewals, policy management, and timely service across a team handling client accounts.

The ideal candidate will have an active P&C license, strong communication and organizational skills, and experience in account management or insurance brokerage. IOA emphasizes growth, benefits, and a supportive work culture.