Remote Insurance Account Manager Associate-Commercial Lines

Insurance Office Of America, Inc.; Beaverton (OR); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Health insurance (company-paid)

401K with employer match

Career progression opportunities

Bonus potential

Job summary

Insurance Office of America, Inc. is seeking an Account Manager Associate for Commercial Lines. The role supports the account team, handling policy administration, renewals, billing, and client communications.

Remote work is open to residents of multiple states with potential onsite needs in a hybrid setup. The ideal candidate has 3+ years in account management, active P&C licensing, and CIC or equivalent certification is preferred.

Qualifications

• Active P&C license is required to perform the role.
• 3+ years of account management experience or 5+ years in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional customer service, communication, multitasking, and organizational skills.

Responsibilities

• Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts.
• Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.
• Process tasks accurately and within required timeframes.
• Assist in reviewing contracts to ensure proper coverages are included.
• 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

Customer service

Analytical skills

Communication

Multitasking

Organizational skills

Education

Active P&C license

CIC or equivalent

High School Diploma

Tools

MS Office

Job description

Insurance Office of America, Inc. is seeking an Account Manager Associate for Commercial Lines. The role supports the account team, handling policy administration, renewals, billing, and client communications.

Remote work is open to residents of multiple states with potential onsite needs in a hybrid setup. The ideal candidate has 3+ years in account management, active P&C licensing, and CIC or equivalent certification is preferred.