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

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

Benefits offered by this job

Company-paid health insurance

Paid holidays, vacations, and sicktime

401K with employer match

Professional growth and career Prog.

Respectful culture and work-life BAL

Job summary

Insurance Office of America, Inc. is seeking an Account Manager for Commercial Lines to manage an assigned book, retain clients, and support new business. The role involves coordinating day-to-day admin, client service, and issue resolution in a fast-paced environment.

Ideal candidates have 3+ years in account management, an active P&C license, and proficiency with MS Office. This remote-opportunity covers CA and surrounding western states with PT hours; occasional on-site may be required per

Qualifications

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

• 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 accounts receivable and collect outstanding balances.
• Maintain agency management systems and carrier/vendor platforms.
• Monitor activity and suspense to ensure timely completion.
• Communicate workload status with the account team.
• Deliver outstanding service and anticipate client needs.
• Stay updated on company policies and procedures.
• Seek continuous improvement to enhance performance.
• Demonstrate IOA values and leadership.

Skills

Account management

Analytical skills

Communication

MS Office

Education

High School Diploma or equivalent

CIC designation preferred

Tools

N/A

Job description

Insurance Office of America, Inc. is seeking an Account Manager for Commercial Lines to manage an assigned book, retain clients, and support new business. The role involves coordinating day-to-day admin, client service, and issue resolution in a fast-paced environment.

Ideal candidates have 3+ years in account management, an active P&C license, and proficiency with MS Office. This remote-opportunity covers CA and surrounding western states with PT hours; occasional on-site may be required per