Remote Commercial Transport Insurance Account Manager

Insurance Office of America

Laguna Woods (CA)

Remote

USD 88,000 - 95,000

Full time

14 days+

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Benefits offered by this job

Competitive salary + bonus
Health insurance
Paid holidays and time off
401K with employer match
Career growth opportunities
Work-life balance

Job summary

Insurance Office of America (IOA) is seeking a seasoned Account Manager for Commercial Lines. The role supports retention and new business, coordinating daily admin and customer service tasks, and resolving complex issues across policy administration, billing, and renewals.

The ideal candidate holds an active P&C license, has insurance brokerage expertise, and demonstrates strong analytical, communication, and organizational skills.

Qualifications

  • 3+ years of account management experience or 5+ years in insurance.
  • Thorough knowledge of insurance brokerage and client needs.
  • Active licensing required; 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 assigned book of business to ensure retention.
  • Coordinate day-to-day admin and customer service activities.
  • Handle policy administration, billing, claims, and coverage analysis.
  • Renewals: research, submissions, negotiate coverages, proposals.
  • Maintain agency systems and data accuracy.
  • Monitor activity to ensure timely completion.
  • Communicate workload status with the account team.
  • Demonstrate IOA values and leadership.

Skills

Account management
Analytical skills
Customer service
Communication
Multitasking
Organizational skills

Education

HS Diploma

Tools

MS Office
Outlook
Word
Excel

Job description

Insurance Office of America (IOA) is seeking a seasoned Account Manager for Commercial Lines. The role supports retention and new business, coordinating daily admin and customer service tasks, and resolving complex issues across policy administration, billing, and renewals.

The ideal candidate holds an active P&C license, has insurance brokerage expertise, and demonstrates strong analytical, communication, and organizational skills.

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