Remote Commercial Lines Account Associate - PT

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

Benefits offered by this job

Competitive salary and bonus potential

Health insurance

Paid holidays

401K with employer match

Professional growth opportunities

Work-life balance

Community service commitment

Job summary

Insurance Office of America, Inc. is seeking an Account Manager Associate - Commercial Lines to provide administrative and customer service support to the account team in a remote-capable role across several western states.

You will handle policy administration, renewals, and client communications, working with the team to ensure quality and timely service. The ideal candidate holds an active P&C license and can align with Pacific Time hours, with 3+ years in account management or 5+ years in

Qualifications

• Active P&C license required.
• Ability to work Pacific Time Zone hours.
• Excellent customer service and communication skills.
• Experience with policy administration, billing, and renewals.

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

Account management

Insurance industry experience

Active license

Communication skills

Problem solving

Education

High School Diploma

CIC or equivalent (preferred)

Tools

MS Office

Job description

Insurance Office of America, Inc. is seeking an Account Manager Associate - Commercial Lines to provide administrative and customer service support to the account team in a remote-capable role across several western states.

You will handle policy administration, renewals, and client communications, working with the team to ensure quality and timely service. The ideal candidate holds an active P&C license and can align with Pacific Time hours, with 3+ years in account management or 5+ years in