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

Insurance Office Of America, Inc.

Sunnyvale (CA)

Remote

USD 75,000 - 90,000

Full time

23 hours ago
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Benefits offered by this job

Health insurance
401K with employer match
Paid holidays
Career growth
Work-life balance
Community service

Job summary

Insurance Office Of America, Inc. in the United States seeks an Account Manager - Commercial Lines to manage an assigned book, retain accounts, and support new business.

You will coordinate day-to-day administrative and customer service activities, resolving complex issues with accuracy. Ideal candidates have 3+ years in account management or 5+ years in the insurance industry, active P&C license, CIC or equivalent preferred, and strong analytical, problem-solving, and customer service skills.

Qualifications

  • 3+ years of account management experience or 5+ years in the insurance industry.
  • Thorough knowledge of insurance brokerage and client needs.
  • Active licensing required; 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.
  • Resolve complex issues with no errors or omissions.
  • Maintain technical competence and industry expertise.
  • Direct daily activities of the account management team.
  • Handle policy administration, billing, claims, and coverage analysis.
  • Manage policy expirations and renewals.
  • Prepare submissions, negotiate coverages, and present proposals.
  • Monitor delinquent accounts and collect balances.
  • Maintain agency management systems and carrier/vendor platforms.
  • Ensure timely completion of work and transparent workload status.

Skills

Account management
Customer service
Communication
Organizational skills
Multitasking
Problem solving
Decision making
Analytical skills

Education

High School Diploma
P&C license
CIC designation

Tools

MS Office
Outlook
Word
Excel

Job description

Insurance Office Of America, Inc. in the United States seeks an Account Manager - Commercial Lines to manage an assigned book, retain accounts, and support new business.

You will coordinate day-to-day administrative and customer service activities, resolving complex issues with accuracy. Ideal candidates have 3+ years in account management or 5+ years in the insurance industry, active P&C license, CIC or equivalent preferred, and strong analytical, problem-solving, and customer service skills.

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