Remote Commercial Trucking Insurance Account Manager

Insurance Office of America

La Presa (CA)

On-site

USD 88,000 - 95,000

Full time

14 days+

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Benefits offered by this job

Bonus potential
Health insurance
Paid holidays
401K with employer match
Career growth
Work-life balance
Community service
Supportive teammates

Job summary

Insurance Office of America in the United States seeks an Account Manager - Commercial Lines to oversee an assigned book, retain clients, and coordinate daily admin and service tasks, resolving issues and ensuring accuracy.

The ideal candidate has 3+ years in account management or 5+ years in insurance, active P&C license, CIC preferred, and strong analytical, communication, and MS Office skills.

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.
  • 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 delinquent accounts and collect outstanding balances.
  • Maintain agency management systems and carrier/vendor platforms.
  • Monitor and maintain activity/suspense to ensure timely completion.
  • Maintain frequent, transparent communication with the account team.
  • 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 skills
Organizational skills
MS Office

Education

Active P&C license
CIC or equivalent
High School Diploma

Tools

MS Office

Job description

Insurance Office of America in the United States seeks an Account Manager - Commercial Lines to oversee an assigned book, retain clients, and coordinate daily admin and service tasks, resolving issues and ensuring accuracy.

The ideal candidate has 3+ years in account management or 5+ years in insurance, active P&C license, CIC preferred, and strong analytical, communication, and MS Office skills.

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