Remote Commercial Insurance Account Manager

Insurance Office Of America, Inc.; San Juan Capistrano (CA); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Company-paid health insurance

Paid holidays, vacations, and sicktime

401K with employer match

Professional growth and career options

Respectful culture and work/familylife

Job summary

Insurance Office of America, Inc. (IOA) is seeking an Account Manager for Commercial Lines to manage an assigned book, drive retention, and support new business in a hybrid California-based role.

You will lead the account management team, handle policy administration, renewals, billing, and service requests while maintaining carrier relationships and data accuracy. A valid P&C license and CIC preferred complete the profile.

Qualifications

• Active P&C license required.
• CIC designation preferred.
• 3+ years account management or 5+ years in insurance industry.

Responsibilities

• Maintain technical competence and industry knowledge.
• Direct daily activities of the account management team.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Prepare submissions, negotiate coverages, and present proposals.
• Monitor delinquent accounts and collect balances.
• Maintain agency management systems and data accuracy.
• Communicate workload status with the team.
• Deliver proactive service and improve performance.
• Stay updated on company policies and procedures.

Skills

Account management

Insurance brokerage

Customer service

MS Office

Communication

Education

High School Diploma or equivalent

CIC designation

Tools

MS Office Suite

Job description

Insurance Office of America, Inc. (IOA) is seeking an Account Manager for Commercial Lines to manage an assigned book, drive retention, and support new business in a hybrid California-based role.

You will lead the account management team, handle policy administration, renewals, billing, and service requests while maintaining carrier relationships and data accuracy. A valid P&C license and CIC preferred complete the profile.