Remote CA Account Manager, Commercial Lines

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

Benefits offered by this job

Health insurance

401K with employer match

Paid time off

Job summary

Insurance Office of America seeks an Account Manager - Commercial Lines to manage a book of business, retain clients, and support new business in Southern California. This role emphasizes coordination of administrative activities, on-time service delivery, and proactive client communication.

The ideal candidate brings 3–5 years of account management experience in insurance, an active P&C license (CIC preferred), and strong analytical, problem-solving, and multitasking skills, plus MS Office

Qualifications

• 3–5 years of account management experience or 5+ years in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active property & casualty licensing; CIC or equivalent preferred.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional customer service, communication, multitasking, and organizational skills.

Responsibilities

• Technical Competence: Maintain technical competence and industry expertise.
• Team Leadership: Direct daily activities of the account management team.
• Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Policy Management: Manage policy expirations and renewals.
• Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals.
• Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.
• Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Policy Compliance: Stay updated on company policies and procedures.
• Continuous Improvement: Seek and adopt best practices to improve individual and team performance.
• Champion IOA Values: Demonstrate integrity and leadership.

Skills

Account management

Customer service

Analytical thinking

Communication

Organizational skills

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America seeks an Account Manager - Commercial Lines to manage a book of business, retain clients, and support new business in Southern California. This role emphasizes coordination of administrative activities, on-time service delivery, and proactive client communication.

The ideal candidate brings 3–5 years of account management experience in insurance, an active P&C license (CIC preferred), and strong analytical, problem-solving, and multitasking skills, plus MS Office