Remote Insurance Account Manager - Commercial Lines

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

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays

Vacation leave

Sick time

Job summary

Insurance Office of America, Inc. is seeking an Account Manager - Commercial Lines to manage an assigned book of business, ensure retention, and coordinate client service, billing, claims and coverage analysis across a remote-friendly setup in California and surrounding states.

The ideal candidate has 3+ years of account management (or 5+ years in insurance), active P&C license, strong MS Office skills, and a CIC or equivalent designation is preferred.

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

• 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.

Skills

Account management

Insurance brokerage

Licensing: P&C

CIC designation

Customer service

MS Office

Education

High School Diploma

Tools

Microsoft Office

Job description

Insurance Office of America, Inc. is seeking an Account Manager - Commercial Lines to manage an assigned book of business, ensure retention, and coordinate client service, billing, claims and coverage analysis across a remote-friendly setup in California and surrounding states.

The ideal candidate has 3+ years of account management (or 5+ years in insurance), active P&C license, strong MS Office skills, and a CIC or equivalent designation is preferred.