Remote P&C Account Manager - Commercial Lines

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

Benefits offered by this job

Competitive salary & bonus

Health insurance

401K with employer match

Paid holidays & time off

Career growth opportunities

Work-life balance

Job summary

Insurance Office of America seeks an Account Manager - Commercial Lines in Southern California. You will manage an assigned book, retain clients, and support new business, coordinating day-to-day admin and service activities to resolve complex issues.

You will lead an account management team, handle policy administration, renewals, billing, claims, and coverage analysis while maintaining data integrity across systems. Hybrid/remote options within policy.

Qualifications

• 3-5 years of account management experience, or 5+ years in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active property & casualty (P&C) 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

• Technical competence in insurance practices and industry knowledge.
• 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 accounts receivable and collect outstanding balances.
• Maintain agency management systems and carrier/vendor platforms.
• Ensure timely completion of activities and maintain workload status.
• Maintain open communication with the account team about workload and issues.
• Deliver excellent service and anticipate client needs.
• Stay updated on company policies and procedures.
• Seek best practices to improve performance.
• Demonstrate integrity and leadership in IOA values.

Skills

Account management

Insurance brokerage

P&C licensing

Customer service

MS Office

Communication

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America seeks an Account Manager - Commercial Lines in Southern California. You will manage an assigned book, retain clients, and support new business, coordinating day-to-day admin and service activities to resolve complex issues.

You will lead an account management team, handle policy administration, renewals, billing, claims, and coverage analysis while maintaining data integrity across systems. Hybrid/remote options within policy.