Remote Insurance Account Manager, Commercial Lines

Insurance Office Of America, Inc.; Escondido (CA); Remote; USD 75,000 - 90,000; Full time

Benefits offered by this job

Competitive pay

Health insurance

Paid holidays and time off

401K with employer match

Professional growth opportunities

Work-life balance

Community service commitment

Job summary

Insurance Office of America is seeking an Account Manager - Commercial Lines to join our California-focused team. You will manage an assigned book of business, retain clients, and support new business while coordinating day-to-day account activities.

The ideal candidate holds an active P&C license, can work Pacific Time hours, and excels in client service, renewals, and policy administration. We offer competitive pay, health benefits, and growth opportunities.

Qualifications

• 3+ years of account management experience, or 5+ years in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active licensing; CIC or equivalent designation 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.
• 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

Customer service

Communication

Problem-solving

Multitasking

Microsoft Office

Education

High School Diploma or equivalent

Tools

Microsoft Office Suite

Job description

Insurance Office of America is seeking an Account Manager - Commercial Lines to join our California-focused team. You will manage an assigned book of business, retain clients, and support new business while coordinating day-to-day account activities.

The ideal candidate holds an active P&C license, can work Pacific Time hours, and excels in client service, renewals, and policy administration. We offer competitive pay, health benefits, and growth opportunities.