Remote Insurance Account Manager Associate Commercial Lines

Insurance Office Of America, Inc.; Walnut Creek (CA); Remote; USD 65,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays and vacation

Bonus potential

Career progression

Job summary

Insurance Office of America, Inc. seeks an Account Manager Associate – Commercial Lines to support the account team, producers, and assigned groups.

The role emphasizes policy administration, renewal management, billing, and service excellence while ensuring compliance and accurate data in agency systems. The position offers remote work options for CA residents with PT hours, potential hybrid onsite needs, competitive compensation, health insurance, 401(k), and opportunities for professional

Qualifications

• 3+ years of account management experience, or 5+ years in the insurance industry.
• Active licensing; 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

• Maintain technical competence and industry expertise.
• 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

Communication

Multitasking

Organizational skills

Analytical thinking

Problem solving

Decision making

Education

High School Diploma (or equival.

Tools

MS Office

Job description

Insurance Office of America, Inc. seeks an Account Manager Associate – Commercial Lines to support the account team, producers, and assigned groups.

The role emphasizes policy administration, renewal management, billing, and service excellence while ensuring compliance and accurate data in agency systems. The position offers remote work options for CA residents with PT hours, potential hybrid onsite needs, competitive compensation, health insurance, 401(k), and opportunities for professional