Remote CA Account Manager — Commercial Lines (P&C Licensed)

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

Benefits offered by this job

Competitive pay

Company-paid health insurance

401K with employer match

Growth opportunities

Work-life balance

Job summary

Insurance Office of America in Southern California seeks an Account Manager - Commercial Lines to manage a book of business, ensuring client retention and supporting new business. The role blends client service with policy administration and renewals.

Hybrid preferred with remote options for California residents; on-site collaboration may be required at times. Active P&C licensing is required; CIC preferred.

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 (P&C) licensing; CIC or equivalent preferred.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional customer service, communication, multitasking, and organizational skills.

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.
• Maintain policy administration, billing, claims processing, and coverage analysis.
• Manage policy expirations and renewals; prepare submissions and negotiate coverages.
• Monitor accounts receivable and ensure timely collection of balances.
• Maintain agency management systems and carrier/vendor platforms; ensure data accuracy.

Skills

Account management

Insurance brokerage

Client communication

MS Office

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America in Southern California seeks an Account Manager - Commercial Lines to manage a book of business, ensuring client retention and supporting new business. The role blends client service with policy administration and renewals.

Hybrid preferred with remote options for California residents; on-site collaboration may be required at times. Active P&C licensing is required; CIC preferred.