Remote CA Account Manager, Commercial Lines

Insurance Office of America; Goleta (CA); Hybrid; USD 80,000 - 105,000; Full time

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays, vacations, and sicktime

Career progression

Team support

Job summary

Insurance Office of America in California is seeking an Account Manager - Commercial Lines to manage an assigned book of business, ensure client retention, and support new business development. This role emphasizes high-quality customer service, policy administration, and proactive problem-solving.

Ideal candidates will hold an active P&C license with 3–5 years of account management experience within insurance.

Qualifications

• Active property & casualty (P&C) license required.
• 3–5 years of account management experience, or 5+ years in insurance industry.
• Strong analytical, problem-solving, and organizational skills.
• Proficiency in MS Office (Outlook, Word, Excel).

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.
• 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.

Skills

P&C license

Account management

MS Office

Customer service

Education

High School Diploma

Job description

Insurance Office of America in California is seeking an Account Manager - Commercial Lines to manage an assigned book of business, ensure client retention, and support new business development. This role emphasizes high-quality customer service, policy administration, and proactive problem-solving.

Ideal candidates will hold an active P&C license with 3–5 years of account management experience within insurance.