Remote Commercial Lines Account Manager — Trucking

Insurance Office of America; Imperial Beach (CA); On-site; USD 88,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays

Career growth opportunities

Supportive culture

Job summary

Insurance Office of America is seeking an Account Manager - Commercial Lines to steward a book of business, drive retention, and coordinate day-to-day client service. The role emphasizes technical insurance knowledge, broker communications, and overseeing renewals across multiple lines.

The ideal candidate will have 3+ years in account management (or 5+ years in insurance), active P&C licensing, and proficiency in MS Office.

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

• 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 industry knowledge

Analytical skills

Customer service

Communication

Multitasking

Organizational skills

MS Office

Education

High School Diploma or equivalent

CIC or equivalent designation preferred

Tools

MS Office (Outlook, Word, Excel)

Job description

Insurance Office of America is seeking an Account Manager - Commercial Lines to steward a book of business, drive retention, and coordinate day-to-day client service. The role emphasizes technical insurance knowledge, broker communications, and overseeing renewals across multiple lines.

The ideal candidate will have 3+ years in account management (or 5+ years in insurance), active P&C licensing, and proficiency in MS Office.