Remote CA/LA Account Manager Associate, Commercial Lines

Insurance Office of America; Apple Valley (CA); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays vacations and sick time

Professional growth opportunities

Work-life balance

Community service commitment

Job summary

Insurance Office of America (IOA) is seeking an Account Manager Associate - Commercial Lines in California. The role provides administrative and customer service support to the account team while ensuring quality standards and accurate policy handling.

Remote work is available for CA residents, with hybrid on-site needs in the Los Angeles County area. The ideal candidate has 7+ years of insurance CS experience, active P&C licensing, and strong analytical and communication skills.

Qualifications

• 7+ years of customer service experience in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Required active property & casualty licensing; professional designation 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

• Maintain technical competence and industry expertise.
• Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.
• Process tasks accurately and within required timeframes.
• Assist in reviewing contracts to ensure proper coverages are included.
• Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Monitor and maintain activity/suspense to ensure timely completion.
• Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve individual and team performance.
• Demonstrate integrity and leadership.

Skills

Customer service

Insurance brokerage

P&C license

MS Office

Analytical skills

Communication

Multitasking

Organizational skills

Education

High School Diploma (or equivalent)

Tools

MS Office

Job description

Insurance Office of America (IOA) is seeking an Account Manager Associate - Commercial Lines in California. The role provides administrative and customer service support to the account team while ensuring quality standards and accurate policy handling.

Remote work is available for CA residents, with hybrid on-site needs in the Los Angeles County area. The ideal candidate has 7+ years of insurance CS experience, active P&C licensing, and strong analytical and communication skills.