Remote Account Manager Associate, Commercial Lines (P&C)

Insurance Office Of America, Inc.; Winter Gardens (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 sick时间

Professional growth opportunities

Supportive teammates and rewarding env

Job summary

IOA - Insurance Office of America, Inc. is seeking an Account Manager Associate for Commercial Lines who will support the account team, work with minimal direction, and manage mid-sized accounts with accuracy and proactive service.

The role offers remote work for California residents with PT hours and potential on-site needs per policy. Ideal candidates hold a active P&C license, 3+ years in account management (or 5+ years in insurance), strong MS Office skills, and CIC or similar designation is

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.

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, underwriting information gathering, 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

Licensing active

Analytical skills

Customer service

MS Office

Communication

Team collaboration

Education

High School Diploma or equivalent

Tools

MS Office

Job description

IOA - Insurance Office of America, Inc. is seeking an Account Manager Associate for Commercial Lines who will support the account team, work with minimal direction, and manage mid-sized accounts with accuracy and proactive service.

The role offers remote work for California residents with PT hours and potential on-site needs per policy. Ideal candidates hold a active P&C license, 3+ years in account management (or 5+ years in insurance), strong MS Office skills, and CIC or similar designation is