Remote Commercial Transportation Insurance Account Manager

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

Job summary

Insurance Office of America is seeking an Account Manager - Commercial Lines to manage an assigned book of business remotely across several states, with emphasis on commercial transportation and trucking.

You will coordinate day-to-day administrative and customer service activities, resolve complex issues, and ensure accurate policy administration, billing, claims and coverage analysis while driving retention and growth.

Qualifications

• 3+ years of account management experience in insurance is required.
• Thorough knowledge of insurance brokerage and client needs.
• Active licensing is required; CIC designation preferred.
• Strong analytical, problem-solving and decision-making skills.
• Excellent customer service, communication, multitasking and organization.

Responsibilities

• Manage an assigned book of business, ensuring retention and supporting new business.
• Coordinate day-to-day administrative and customer service activities.
• Resolve complex issues and ensure no errors or omissions.
• Maintain policy expirations and renewals, and negotiate coverages.
• Monitor accounts receivable and collect outstanding balances.
• Maintain agency systems and carrier/vendor platforms.
• Communicate workload status and issues to the account team.
• Deliver proactive service and respond quickly to requests.
• Stay updated on company policies and seek process improvements.

Skills

Account management

Customer service

Communication

Problem solving

Education

High School Diploma

CIC designation

Tools

MS Office

Job description

Insurance Office of America is seeking an Account Manager - Commercial Lines to manage an assigned book of business remotely across several states, with emphasis on commercial transportation and trucking.

You will coordinate day-to-day administrative and customer service activities, resolve complex issues, and ensure accurate policy administration, billing, claims and coverage analysis while driving retention and growth.