Remote Account Manager – Commercial Lines (P&C Licensed)

Insurance Office Of America, Inc.; Santa Paula (CA); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Competitive salary and bonus potential

Company-paid health insurance

401K with employer match

Professional growth opportunities

Work-life balance

Job summary

Insurance Office of America, a national insurance broker, seeks an Account Manager for Commercial Lines. You will manage a book of business, coordinate day-to-day admin and customer service tasks, and support retention and new business in a hybrid remote/on-site role.

Ideal candidates have 3+ years in account management or 5+ years in insurance, active P&C licensing, and strong communication and analytical skills. Expected salary $75k–$90k with comprehensive benefits.

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 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 delinquent accounts and collect outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy.
• Monitor and maintain activity/suspense to ensure timely completion.
• Maintain frequent communication with the account team regarding workload status and issues.
• Deliver excellent service and proactively anticipate needs.
• Stay updated on company policies and procedures.
• Seek best practices to improve performance.
• Demonstrate integrity and leadership.

Skills

Account management

Insurance brokerage

Customer service

MS Office

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America, a national insurance broker, seeks an Account Manager for Commercial Lines. You will manage a book of business, coordinate day-to-day admin and customer service tasks, and support retention and new business in a hybrid remote/on-site role.

Ideal candidates have 3+ years in account management or 5+ years in insurance, active P&C licensing, and strong communication and analytical skills. Expected salary $75k–$90k with comprehensive benefits.