Remote Account Manager - Commercial Insurance

Insurance Office Of America, Inc.

El Monte (CA)

Remote

USD 75,000 - 90,000

Full time

8 hours ago
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Benefits offered by this job

Competitive salary
Health insurance
Paid holidays, vacations, and sicktime
401K with employer match
Career growth and progression

Job summary

Insurance Office of America, Inc. is seeking an Account Manager - Commercial Lines to handle an assigned book of business, retain clients, and support new business.

The role coordinates day-to-day administrative tasks, resolves complex issues, and ensures accuracy across policy management, billing, and renewals. You will lead the account management team, monitor delinquent accounts, and maintain carrier/vendor platforms, with a focus on exceptional service, timely communication, and professional

Qualifications

  • 3+ years of account management experience or 5+ years in the insurance industry.
  • Thorough knowledge of insurance brokerage and client needs.
  • Active licensing; CIC or equivalent designation 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

  • Manage an assigned book of business, ensuring account retention and supporting new business.
  • Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.
  • Maintain technical competence and industry expertise.
  • Direct daily activities of the account management team.
  • Handle customer service requests, policy administration, billing, claims, and coverage analysis.
  • Manage policy expirations and renewals.
  • Conduct client research, prepare submissions, negotiate coverages, and present proposals.
  • 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 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
Problem-solving
Organizational skills

Education

High School Diploma or equivalent
CIC or equivalent designation preferred

Tools

MS Office
Excel
Outlook
Word

Job description

Insurance Office of America, Inc. is seeking an Account Manager - Commercial Lines to handle an assigned book of business, retain clients, and support new business.

The role coordinates day-to-day administrative tasks, resolves complex issues, and ensures accuracy across policy management, billing, and renewals. You will lead the account management team, monitor delinquent accounts, and maintain carrier/vendor platforms, with a focus on exceptional service, timely communication, and professional

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