Remote Account Manager Associate - Commercial Lines

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

Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays, vacations, and sicktime

Professional growth and career options

Respectful culture and work-life-bacn

Community service commitment

Job summary

Insurance Office Of America, Inc. is seeking an Account Manager Associate - Commercial Lines with a focus on providing administrative and customer service support to the account team and clients.

The role requires licensing and a willingness to work Pacific Time hours, with flexible remote/hybrid options based on policy. Candidates should have strong communication and organizational skills and be prepared to manage renewals and contracts.

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; professional designation (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 and clients.
• Review policy expirations and renewals.
• Process policy tasks accurately within required timeframes.
• Assist in reviewing contracts to ensure proper coverages.
• Monitor delinquent accounts and assist with collections.
• Maintain agency management systems and carrier/vendor platforms.
• Communicate regularly with the account team on workload and issues.
• Deliver proactive service and uphold IOA values.

Skills

Customer service

Communication

Multitasking

Analytical skills

MS Office

Education

High School Diploma or equivalent

Tools

MS Office (Outlook, Word, Excel)

Job description

Insurance Office Of America, Inc. is seeking an Account Manager Associate - Commercial Lines with a focus on providing administrative and customer service support to the account team and clients.

The role requires licensing and a willingness to work Pacific Time hours, with flexible remote/hybrid options based on policy. Candidates should have strong communication and organizational skills and be prepared to manage renewals and contracts.