Remote Commercial Lines Account Manager Associate

Insurance Office of America, Inc.

United States

Remote

USD 75,000 - 85,000

Full time

14 days+
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Benefits offered by this job

Competitive salary
Bonus potential
Company-paid health insurance
Paid holidays and time off
401K with employer match
Professional growth opportunities
Supportive culture
Community service commitment
Team-oriented environment

Job summary

Insurance Office of America, Inc. is seeking an Account Manager Associate (Commercial Lines) to provide administrative and client-focused support for the account team.

This role emphasizes service quality, policy administration, billing, and renewals, with exposure to underwriting considerations and liaison with producers. The position requires a current P&C license, a minimum of seven years in customer service within insurance, and strong MS Office skills.

Qualifications

  • 7+ years of customer service experience in the insurance industry.
  • Thorough knowledge of insurance brokerage and client needs.
  • Active property & casualty licensing; professional designation preferred.
  • Strong analytical, problem-solving, and decision-making skills.
  • Excellent customer service, communication, multitasking, and organization.
  • Proficiency in MS Office (Outlook, Word, Excel).
  • High School Diploma (or equivalent).

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.
  • Review 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.
  • Communicate workload status with the account team regarding workload status and 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

Customer service excellence
Analytical thinking
Multi-tasking
MS Office
Communication
Attention to detail

Education

High School Diploma

Tools

Agency management systems
Carrier/vendor platforms

Job description

Insurance Office of America, Inc. is seeking an Account Manager Associate (Commercial Lines) to provide administrative and client-focused support for the account team.

This role emphasizes service quality, policy administration, billing, and renewals, with exposure to underwriting considerations and liaison with producers. The position requires a current P&C license, a minimum of seven years in customer service within insurance, and strong MS Office skills.

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