Remote/Hybrid Commercial Lines Account Manager - CA

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

Benefits offered by this job

Competitive salaries

Bonus potential

Health insurance

Paid holidays

401K with employer match

Career progression

Work life balance

Community service

Team environment

Job summary

Insurance Office of America in Southern California is hiring an Account Manager - Commercial Lines. The hybrid role supports retention of an assigned book and onboarding new business, coordinating day-to-day administrative tasks and responsive client service.

Ideal candidates have 3–5 years in account management (or 5+ years in insurance), an active P&C license (CIC preferred), strong analytical and communication skills, and proficiency with MS Office.

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

• 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, and ensuring no errors or omissions
• 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 reports and take action on delinquent accounts, collecting outstanding balances
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness
• Monitor and maintain activity/suspense to ensure timely completion
• Maintain frequent, transparent communication with the account team regarding workload status and any issues
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests
• Stay updated on company policies and procedures
• Seek and adopt best practices to improve individual and team performance
• Demonstrate integrity and leadership

Skills

Account management

Insurance brokerage

Customer service

Analytical skills

Communication

Multitasking

Organizational skills

Education

High School Diploma

CIC or equivalent

Tools

MS Office (Outlook, Word, Excel)

Job description

Insurance Office of America in Southern California is hiring an Account Manager - Commercial Lines. The hybrid role supports retention of an assigned book and onboarding new business, coordinating day-to-day administrative tasks and responsive client service.

Ideal candidates have 3–5 years in account management (or 5+ years in insurance), an active P&C license (CIC preferred), strong analytical and communication skills, and proficiency with MS Office.