Senior Account Manager - Commercial Lines (Remote/Hybrid, CA)

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

Benefits offered by this job

Health insurance

401K with employer match

Holidays and leave

Bonus potential

Career growth

Culture & balance

Community service

Team environment

Job summary

Insurance Office of America in Southern California seeks an Account Manager – Commercial Lines to manage a book of business, retain clients, and support new business. You will coordinate day‑to‑day administration, service requests, billing, claims, and coverage analysis.

The ideal candidate has 3–5 years in account management or 5+ years in insurance, active property & casualty licensing (CIC preferred), and strong communication and organizational skills.

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 licensing; CIC or equivalent preferred
• Strong analytical, problem-solving, and decision-making skills
• Exceptional customer service, communication, multitasking, and organizational skills

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 accounts receivable and collect outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy.
• Monitor activity to ensure timely completion.
• Maintain frequent communication with the account team regarding workload status and issues.
• Deliver excellent service and respond quickly to service requests.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve performance.
• Demonstrate integrity and leadership.

Skills

Account management

Insurance knowledge

P&C licensing

Analytical skills

Customer service

MS Office

Education

High School Diploma

Job description

Insurance Office of America in Southern California seeks an Account Manager – Commercial Lines to manage a book of business, retain clients, and support new business. You will coordinate day‑to‑day administration, service requests, billing, claims, and coverage analysis.

The ideal candidate has 3–5 years in account management or 5+ years in insurance, active property & casualty licensing (CIC preferred), and strong communication and organizational skills.