Remote Transportation Insurance Account Manager

Insurance Office of America; Carlsbad (CA); On-site; USD 88,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays

Career progression

Job summary

Insurance Office of America is seeking an Account Manager - Commercial Lines to manage a book of business, ensuring retention and supporting new business. You will coordinate daily admin tasks, service requests, and analyze coverages for clients.

The ideal candidate has 3+ years in account management or 5+ years in insurance, with active licensure and excellent customer service skills. IOA offers growth, benefits, and a collaborative team environment.

Qualifications

• 3+ years of account management, or 5+ years in insurance.
• Thorough knowledge of insurance brokerage and client needs.
• 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

• Manage an assigned book of business and ensure retention.
• Coordinate day-to-day admin and customer service activities.
• Handle policy administration, billing, claims, and coverage analysis.
• Renewals: research, submissions, negotiate coverages, present proposals.
• Monitor accounts receivable and collect outstanding balances.
• Maintain agency management systems and carrier/vendor platforms.

Skills

Account management

Insurance brokerage knowledge

Active licensure

Communication skills

Education

High School Diploma

CIC or equivalent (preferred)

Tools

MS Office (Outlook, Word, Excel)

Job description

Insurance Office of America is seeking an Account Manager - Commercial Lines to manage a book of business, ensuring retention and supporting new business. You will coordinate daily admin tasks, service requests, and analyze coverages for clients.

The ideal candidate has 3+ years in account management or 5+ years in insurance, with active licensure and excellent customer service skills. IOA offers growth, benefits, and a collaborative team environment.