Remote Commercial Lines Account Manager Associate (PT)

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

Benefits offered by this job

Bonus potential

Health insurance

Paid time off

401K with match

Career growth

Work-life balance

Community service

Supportive teammates

Job summary

Insurance Office Of America, Inc. is seeking an Account Manager Associate - Commercial Lines to support the account team and manage a portfolio of accounts from a remote location within the Western states.

The role emphasizes accuracy, proactive service, and adherence to regulatory standards. Ideal candidates will have a P&C license, strong communication skills, and experience in policy administration, renewals, and client service.

Qualifications

• 3+ years of account management experience, or 5+ years in the insurance industry
• Thorough knowledge of insurance brokerage and client needs
• Required active licensing; professional designation (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

• Technical Competence: Maintain technical competence and industry expertise.
• Team Leadership: Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
• Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Policy Management: Manage policy expirations and renewals.
• Renewal Process: Conduct client research, gather underwriting data, prepare submissions, and follow up for policy issuance.
• Task Processing: Process tasks accurately and within required timeframes.
• Contract Review: Assist in reviewing contracts to ensure proper coverages are included.
• Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.
• Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Policy Compliance: Stay updated on company policies and procedures.
• Continuous Improvement: Seek and adopt best practices to improve individual and team performance.
• Champion IOA Values: Demonstrate integrity and leadership.

Skills

Account management

Insurance knowledge

Microsoft Office

Education

High School Diploma

CIC designation preferred

Job description

Insurance Office Of America, Inc. is seeking an Account Manager Associate - Commercial Lines to support the account team and manage a portfolio of accounts from a remote location within the Western states.

The role emphasizes accuracy, proactive service, and adherence to regulatory standards. Ideal candidates will have a P&C license, strong communication skills, and experience in policy administration, renewals, and client service.