Remote Account Manager - Commercial Lines

Insurance Office Of America, Inc.; Upland (CA); Remote; USD 75,000 - 90,000; Full time

Benefits offered by this job

Competitive salaries and bonus

Company-paid health insurance

Paid holidays, vacations, and sicktime

401K with employer match

Professional growth and career prog.

Respectful culture and work/familyLife

Community service commitment

Supportive teammates and rewarding env

Job summary

Insurance Office Of America, Inc. is seeking an Account Manager in Commercial Lines to manage an assigned book, retain clients, and support new business while coordinating day-to-day administration.

The role requires 3+ years in account management or 5+ years in insurance, active P&C license, and PT hours; remote/hybrid options within a 50-mile radius of a branch, with onsite as needed. IOA offers competitive salary, health insurance, 401K, and growth opportunities.

Qualifications

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

• 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/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 industry

Analytical skills

Customer service

Communication

MS Office

Licensing

Education

High School Diploma

Tools

MS Office (Outlook, Word, Excel)

Job description

Insurance Office Of America, Inc. is seeking an Account Manager in Commercial Lines to manage an assigned book, retain clients, and support new business while coordinating day-to-day administration.

The role requires 3+ years in account management or 5+ years in insurance, active P&C license, and PT hours; remote/hybrid options within a 50-mile radius of a branch, with onsite as needed. IOA offers competitive salary, health insurance, 401K, and growth opportunities.