Remote Account Manager Associate - Commercial Lines

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

Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays

Vacation and sick time

Career growth opportunities

Job summary

Insurance Office of America (IOA) is seeking an Account Manager Associate - Commercial Lines. This role provides administrative and customer service support to the account team, under supervision, ensuring accurate policy administration and servicing for assigned accounts.

Remote work is open to residents in California, Nevada, Oregon, Washington and Arizona. The role requires active P&C licensing, ability to work Pacific Time Zone hours (M-F 8am–5pm), and opportunities for professional growth

Qualifications

• 3+ years of account management experience, or 5+ years in the insurance industry
• Active licensing required; 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, Account Executive, or Producer
• 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
• 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 brokerage

Customer service

Policy administration

Team coordination

Education

High School Diploma or equivalent

Active P&C license

CIC or equivalent certification preferred

Tools

MS Office (Outlook, Word, Excel)

Job description

Insurance Office of America (IOA) is seeking an Account Manager Associate - Commercial Lines. This role provides administrative and customer service support to the account team, under supervision, ensuring accurate policy administration and servicing for assigned accounts.

Remote work is open to residents in California, Nevada, Oregon, Washington and Arizona. The role requires active P&C licensing, ability to work Pacific Time Zone hours (M-F 8am–5pm), and opportunities for professional growth