Remote Commercial Insurance Account Manager

Insurance Office Of America, Inc.; Beverly Hills (CA); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Bonus potential

Company-paid health insurance

401K with employer match

Career growth opportunities

Work-life balance

Job summary

Insurance Office of America, Inc. is seeking an Account Manager - Commercial Lines in California to manage an assigned book of business, retain accounts, and support new business.

The role requires an active P&C license and the ability to work Pacific Time hours (M-F 8am-5pm). Remote flexibility is considered within California and select western states; onsite/hybrid may be required by policy, with a distraction-free workspace at home.

Qualifications

• 3+ years of account management experience, or 5+ years in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Required active licensing; professional designation (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

• 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

Insurance knowledge

Client needs assessment

Analytical skills

Customer service

MS Office

Education

High School Diploma

Tools

MS Office Suite

Job description

Insurance Office of America, Inc. is seeking an Account Manager - Commercial Lines in California to manage an assigned book of business, retain accounts, and support new business.

The role requires an active P&C license and the ability to work Pacific Time hours (M-F 8am-5pm). Remote flexibility is considered within California and select western states; onsite/hybrid may be required by policy, with a distraction-free workspace at home.