Remote Commercial Lines Account Manager (CA)

Insurance Office of America

Santa Paula (CA)

Hybrid

USD 80,000 - 105,000

Full time

14 days+

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Benefits offered by this job

Bonus potential
Health insurance
Paid time off
401K match
Career growth
Work-life balance
Community service
Supportive teammates

Job summary

Insurance Office of America in Southern California offers an Account Manager - Commercial Lines role focusing on retaining a diverse book of business and supporting new opportunities. You will coordinate day-to-day administrative and service tasks, resolving complex issues and ensuring accuracy across policy administration, billing, and renewals.

The ideal candidate brings 3–5 years in account management or 5+ years in insurance, with active P&C licensing (CIC preferred) and strong analytical,

Qualifications

  • 3-5 years of account management experience, or 5+ years in the insurance industry
  • Thorough knowledge of insurance brokerage and client needs
  • Active property & casualty licensing required; 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 delinquent accounts and collect outstanding balances
  • Maintain agency management systems and carrier/vendor platforms
  • Monitor and maintain activity/suspense for timely completion
  • Communicate workload status and issues to the account team
  • Deliver excellent service and proactively respond to requests
  • Stay updated on company policies and procedures
  • Seek and adopt best practices to improve performance
  • Demonstrate integrity and leadership in IOA values

Skills

Account management
Analytical skills
Customer service
Communication
Multitasking
Organizational skills

Education

High School Diploma or equivalent
P&C license
CIC or equivalent preferred

Tools

MS Office

Job description

Insurance Office of America in Southern California offers an Account Manager - Commercial Lines role focusing on retaining a diverse book of business and supporting new opportunities. You will coordinate day-to-day administrative and service tasks, resolving complex issues and ensuring accuracy across policy administration, billing, and renewals.

The ideal candidate brings 3–5 years in account management or 5+ years in insurance, with active P&C licensing (CIC preferred) and strong analytical,

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