Remote Commercial Insurance Account Manager

Insurance Office Of America, Inc.

Oceanside (CA)

Remote

USD 75,000 - 90,000

Full time

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Benefits offered by this job

Company-paid health insurance
401K with employer match
Paid holidays, vacations, and sick时间
Professional growth and career prog.
Respectful culture and work-life life

Job summary

Insurance Office of America seeks an Account Manager - Commercial Lines to support a diverse portfolio. Open to residents in California and nearby states, with the ability to work Pacific Time.

You will manage an assigned book of business, focus on retention, and coordinate day-to-day client service and policy administration. The ideal candidate holds an active P&C license (CIC preferred), leads account activities, processes renewals, billing, and claims, and partners with carriers and internal

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

  • Maintain technical competence and industry expertise.
  • Direct daily activities of the account management team.
  • Handle customer service requests, policy administration, billing, claims, and coverage analysis.
  • Manage policy expirations and renewals.
  • Conduct client research, prepare submissions, negotiate coverages, and present proposals.
  • 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

Account management
Insurance brokerage knowledge
P&C license
CIC designation
Analytical skills
Customer service
MS Office

Education

High School Diploma or equivalent

Job description

Insurance Office of America seeks an Account Manager - Commercial Lines to support a diverse portfolio. Open to residents in California and nearby states, with the ability to work Pacific Time.

You will manage an assigned book of business, focus on retention, and coordinate day-to-day client service and policy administration. The ideal candidate holds an active P&C license (CIC preferred), leads account activities, processes renewals, billing, and claims, and partners with carriers and internal

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