Remote Commercial Lines Account Manager

Insurance Office Of America, Inc.; Dana Point (CA); Remote; USD 75,000 - 90,000; Full time

Benefits offered by this job

Competitive salaries and bonus

Company-paid health insurance

401K with employer match

Professional growth and career prog.

Respectful culture and work/family lif

Job summary

Insurance Office Of America, Inc. is seeking an Account Manager for Commercial Lines in a remote-friendly California role. You will manage an assigned book, retain clients, and support new business while coordinating day-to-day admin and service requests.

Ideal candidate has 3+ years in account management or 5+ in insurance, active P&C license, and strong communication. The role offers competitive pay, company health insurance, 401K, and opportunities for growth in a collaborative,

Qualifications

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

Communication

Analytical skills

MS Office

Education

High School Diploma or equivalent

Tools

MS Office (Outlook, Word, Excel)

Job description

Insurance Office Of America, Inc. is seeking an Account Manager for Commercial Lines in a remote-friendly California role. You will manage an assigned book, retain clients, and support new business while coordinating day-to-day admin and service requests.

Ideal candidate has 3+ years in account management or 5+ in insurance, active P&C license, and strong communication. The role offers competitive pay, company health insurance, 401K, and opportunities for growth in a collaborative,