Remote Commercial Lines Account Manager Associate

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

Benefits offered by this job

Health insurance

401K with match

Paid time off

Career growth opportunities

Work-life balance

Job summary

Insurance Office of America, Inc. is seeking an Account Manager Associate for Commercial Lines. The role provides administrative and customer service support to the account team, ensuring quality standards while managing assigned accounts.

You will work under supervision and independently handle moderately complex issues, with opportunities for professional growth. The position supports remote work options for residents in CA, NV, OR, WA, and AZ, with onsite requirements in specific cases.

Qualifications

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

• Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts.
• Work with minimal direction from an Account Manager, Account Executive, or Producer to ensure quality standards.
• Independently resolve moderately complex customer service problems and manage smaller-sized accounts.
• 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, analyze loss runs, prepare submissions, negotiate coverages and pricing, prepare proposals, bind coverage, and follow up for 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 balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy.
• Monitor and maintain activity/suspense to ensure timely completion.
• Maintain frequent, transparent communication with the account team regarding workload status.
• 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 performance.
• Demonstrate integrity and leadership aligned with IOA values.

Skills

Customer service

Communication

Multitasking

Organization

Analytical solving

Decision making

Education

High School Diploma

Tools

MS Office

Outlook

Word

Excel

Job description

Insurance Office of America, Inc. is seeking an Account Manager Associate for Commercial Lines. The role provides administrative and customer service support to the account team, ensuring quality standards while managing assigned accounts.

You will work under supervision and independently handle moderately complex issues, with opportunities for professional growth. The position supports remote work options for residents in CA, NV, OR, WA, and AZ, with onsite requirements in specific cases.