Remote Commercial Insurance Account Manager Associate

Insurance Office Of America, Inc.; Rancho San Diego (CA); Remote; USD 65,000 - 75,000; Full time

Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays

Career growth opportunities

Community service commitment

Job summary

Insurance Office of America, Inc. is seeking an Account Manager Associate for Commercial Lines. The role supports the account team, handling policy administration, renewals, billing, and client proposals while maintaining data accuracy across agency systems.

The ideal candidate has 3+ years in account management or 5+ years in insurance, with an active P&C license and CIC or equivalent preferred. The position offers a remote-friendly setup with PT hours and opportunities for growth at IOA Los

Qualifications

• 3+ years of account management experience or 5+ years in the insurance industry
• Active P&C license with CIC or equivalent preferred

Responsibilities

• Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts.
• 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

Account management

Insurance knowledge

Customer service

Communication

Problem solving

Time management

Attention to detail

Education

High School Diploma

Tools

MS Office

Agency management systems

Job description

Insurance Office of America, Inc. is seeking an Account Manager Associate for Commercial Lines. The role supports the account team, handling policy administration, renewals, billing, and client proposals while maintaining data accuracy across agency systems.

The ideal candidate has 3+ years in account management or 5+ years in insurance, with an active P&C license and CIC or equivalent preferred. The position offers a remote-friendly setup with PT hours and opportunities for growth at IOA Los