Remote Commercial Lines Account Manager — Trucking

Insurance Office of America; Paradise Valley (AZ); On-site; USD 88,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays and vacation

Bonus potential

Job summary

Insurance Office of America (IOA) in the United States seeking an Account Manager for Commercial Lines to manage an assigned book, retain clients, and coordinate day-to-day service activities.

The role requires active P&C licensing and 3+ years in account management or 5+ years in insurance, with strong analytical and customer service skills. Remote work is available within select states with hybrid onsite needs as required by policy.

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

• Technical Competence: Maintain technical competence and industry expertise.
• Team Leadership: Direct daily activities of the account management team.
• Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Policy Management: Manage policy expirations and renewals.
• Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals.
• Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.
• Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Policy Compliance: Stay updated on company policies and procedures.
• Continuous Improvement: Seek and adopt best practices to improve individual and team performance.
• Champion IOA Values: Demonstrate integrity and leadership.

Skills

Account management experience

Analytical problem solving

Customer service & communication

MS Office proficiency

Education

High School Diploma

CIC or equivalent designation (preferred)

Tools

MS Office (Outlook, Word, Excel)

Job description

Insurance Office of America (IOA) in the United States seeking an Account Manager for Commercial Lines to manage an assigned book, retain clients, and coordinate day-to-day service activities.

The role requires active P&C licensing and 3+ years in account management or 5+ years in insurance, with strong analytical and customer service skills. Remote work is available within select states with hybrid onsite needs as required by policy.