Remote Commercial Lines Account Manager (PT)

Insurance Office Of America, Inc.; McMinnville (OR); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays

Job summary

Insurance Office of America, Inc. is seeking an Account Manager for Commercial Lines in a role that supports retention, new business, and day-to-day account activities. The position requires an active P&C license and the ability to work Pacific Time hours (M-F 8am–5pm).

Remote work is open to residents of CA, NV, OR, WA, and AZ, with potential hybrid onsite as needed. You will lead an account management team, manage renewals, handle billing and claims analyses, and coordinate with carriers to

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 designation 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

• Manage an assigned book of business, ensuring account retention and supporting new business.
• Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.
• 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

Analytical skills

Customer service

Communication

MS Office

Education

CIC or equivalent

High School Diploma

Tools

MS Office

Job description

Insurance Office of America, Inc. is seeking an Account Manager for Commercial Lines in a role that supports retention, new business, and day-to-day account activities. The position requires an active P&C license and the ability to work Pacific Time hours (M-F 8am–5pm).

Remote work is open to residents of CA, NV, OR, WA, and AZ, with potential hybrid onsite as needed. You will lead an account management team, manage renewals, handle billing and claims analyses, and coordinate with carriers to