Remote Commercial Lines Account Manager – PT Hours

Insurance Office Of America, Inc.

Walnut Creek (CA)

Remote

USD 75,000 - 90,000

Full time

1 hour ago
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Benefits offered by this job

Competitive salary and bonus potential
Company-paid health insurance
401K with employer match
Professional growth and career options
Work-life balance

Job summary

Insurance Office of America, Inc. is seeking an Account Manager for Commercial Lines to manage a book of business, retain clients, and coordinate day-to-day administrative tasks with a focus on service excellence.

The role requires an active P&C license and PT hours, with remote work open to CA/NV/OR/WA/AZ residents. IOA values leadership, accuracy, and proactive client support across a Pacific Time schedule.

Qualifications

  • Active P&C license is required.
  • Ability to work Pacific Time Zone hours: M-F 8am–5pm.
  • Strong analytical and problem-solving skills.
  • Excellent customer service and communication.
  • High School Diploma or equivalent.
  • Professional designation (CIC or equivalent) preferred.

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 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
Analytical thinking
Problem solving
Decision making
Customer service
Communication

Education

High School Diploma

Tools

Outlook
Word
Excel

Job description

Insurance Office of America, Inc. is seeking an Account Manager for Commercial Lines to manage a book of business, retain clients, and coordinate day-to-day administrative tasks with a focus on service excellence.

The role requires an active P&C license and PT hours, with remote work open to CA/NV/OR/WA/AZ residents. IOA values leadership, accuracy, and proactive client support across a Pacific Time schedule.

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