Remote/Hybrid Account Manager – Commercial Lines (CA)

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

Benefits offered by this job

Health insurance

401K

Paid holidays

Paid time off

Job summary

Insurance Office of America seeks an Account Manager - Commercial Lines in Southern California (Aliso Viejo, Los Angeles County, Ontario, San Diego, or Santa Barbara) with hybrid work options. You will manage an assigned book, retain clients, and coordinate day-to-day admin and service tasks while resolving complex issues.

The ideal candidate has 3-5 years in account management or 5+ years in insurance, with an active P&C license (CIC preferred).

Qualifications

• 3-5 years of account management experience, or 5+ years in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active property & casualty licensing; CIC 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.
• Ensure no errors or omissions.
• 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

P&C licensing

Strong communication

MS Office proficiency

Education

High School Diploma

Job description

Insurance Office of America seeks an Account Manager - Commercial Lines in Southern California (Aliso Viejo, Los Angeles County, Ontario, San Diego, or Santa Barbara) with hybrid work options. You will manage an assigned book, retain clients, and coordinate day-to-day admin and service tasks while resolving complex issues.

The ideal candidate has 3-5 years in account management or 5+ years in insurance, with an active P&C license (CIC preferred).