Remote/Hybrid Commercial Lines Account Manager

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

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays

Career growth

Job summary

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

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

Qualifications

• 3-5 years of account management experience, or 5+ years in the insurance industry.
• Active property & casualty (P&C) 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

• 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 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

Insurance knowledge

Analytical thinking

Customer service

Communication skills

Multitasking

Organizational skills

MS Office

Education

P&C license

High School Diploma

CIC or equivalent (preferred)

Tools

MS Office

Job description

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

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