Remote/Hybrid Account Manager - Commercial Lines (CA)

Insurance Office of America; El Monte (CA); Hybrid; USD 80,000 - 105,000; Full time

Benefits offered by this job

Health insurance

Bonus potential

401K with employer match

Paid holidays and vacation

Career growth opportunities

Team-oriented culture

Community service

Job summary

Insurance Office of America is seeking an Account Manager - Commercial Lines in Southern California with hybrid work options. The role focuses on managing an assigned book of business, retaining accounts, and supporting new business while coordinating day-to-day administrative and customer service activities.

Ideal candidates have 3–5 years of account management experience, active P&C licensing, and strong analytical and communication skills.

Qualifications

• 3–5 years of account management experience, or 5+ years in the insurance industry.
• Active property & casualty licensing is required; CIC or equivalent designation preferred.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional customer service, communication, multitasking, and organizational skills.

Responsibilities

• Technical competence: maintain industry knowledge and expertise.
• Team leadership: direct daily activities of the account management team.
• Customer service: handle service requests, policy administration, billing, claims, and coverage analysis.
• Policy management: manage expirations and renewals.
• Renewal process: research clients, prepare submissions, negotiate coverages, and present proposals.
• Accounts receivable: monitor reports and collect outstanding balances.
• System maintenance: keep agency management systems and carrier/vendor platforms accurate.
• Activity monitoring: ensure timely completion of activities and suspense items.
• Communication: maintain transparent workload status with the account team.
• Service excellence: deliver proactive, responsive service and anticipate needs.
• Policy compliance: stay updated on company policies and procedures.
• Continuous improvement: adopt best practices to improve performance.
• Champion IOA values: demonstrate integrity and leadership.

Skills

Account management

P&C licensing

CIC designation

MS Office

Customer service

Education

High School Diploma or equivalent

Tools

MS Office

Job description

Insurance Office of America is seeking an Account Manager - Commercial Lines in Southern California with hybrid work options. The role focuses on managing an assigned book of business, retaining accounts, and supporting new business while coordinating day-to-day administrative and customer service activities.

Ideal candidates have 3–5 years of account management experience, active P&C licensing, and strong analytical and communication skills.