Senior Account Manager Associate, Commercial Lines (Remote)

Insurance Office of America; Mission Viejo (CA); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Bonus potential

Health insurance

Paid holidays

401K with employer match

Career growth

Work-life balance

Community service

Job summary

Insurance Office of America is seeking an Account Manager Associate - Commercial Lines in California, with a strong emphasis on customer service and policy administration. The role supports the account team, ensures quality standards, and manages smaller-sized accounts with moderate complexity.

The ideal candidate will have an active P&C license, deep knowledge of insurance brokerage, and solid MS Office skills.

Qualifications

• 7+ years of customer service experience in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Required active property & casualty licensing; professional 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.
• 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

Customer service

Insurance brokerage knowledge

Analytical skills

Problem solving

Communication skills

Multitasking

Organizational skills

Leadership

Education

Active Property & Casualty Licensing

High School Diploma

Tools

MS Office

Job description

Insurance Office of America is seeking an Account Manager Associate - Commercial Lines in California, with a strong emphasis on customer service and policy administration. The role supports the account team, ensures quality standards, and manages smaller-sized accounts with moderate complexity.

The ideal candidate will have an active P&C license, deep knowledge of insurance brokerage, and solid MS Office skills.