Remote Commercial Lines Account Manager – Trucking

Insurance Office of America; El Monte (CA); Remote; USD 88,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays

Professional growth

Job summary

Insurance Office of America is seeking an Account Manager - Commercial Lines to manage a portfolio, retain clients, and support new business initiatives. The role requires leadership of the account management team, adept handling of policy administration, renewals, billing, and claims, and a proactive approach to service excellence.

You will coordinate cross-functional tasks, maintain data accuracy in agency systems, and negotiate coverages while presenting client-ready proposals.

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 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 accuracy.
• 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 balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy.
• Monitor activity and ensure timely completion.
• Maintain frequent communication with the account team regarding workload and issues.
• Deliver excellent service, anticipate needs, and respond quickly to requests.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve performance.
• Demonstrate integrity and leadership.

Skills

Account management

Insurance knowledge

Customer service

Communication

Analytical thinking

Organization

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America is seeking an Account Manager - Commercial Lines to manage a portfolio, retain clients, and support new business initiatives. The role requires leadership of the account management team, adept handling of policy administration, renewals, billing, and claims, and a proactive approach to service excellence.

You will coordinate cross-functional tasks, maintain data accuracy in agency systems, and negotiate coverages while presenting client-ready proposals.