Senior Commercial Lines Account Manager - Remote

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

Benefits offered by this job

Bonus potential

Health insurance

Paid time off

401K with match

Growth opportunities

Work-life balance

Community service

Team support

Job summary

Insurance Office Of America, Inc. is seeking an Account Manager for Commercial Lines in California to manage an assigned book of business, support new business, and ensure client retention while coordinating day-to-day administration.

Ideal candidates have 3+ years of account management (or 5+ in insurance), active P&C license, and the ability to work Pacific Time hours. The role is remote-ready with on-site options near IOA Los Angeles.

Qualifications

• 3+ years of account management experience or 5+ years in the insurance industry
• Thorough knowledge of insurance brokerage and client needs
• Active licensing required; 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, 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.
• 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

Account management

Client needs analysis

Analytical skills

Communication

Multitasking

Organizational skills

MS Office

Education

High School Diploma

CIC or equivalent

Tools

MS Office (Outlook, Word, Excel)

Job description

Insurance Office Of America, Inc. is seeking an Account Manager for Commercial Lines in California to manage an assigned book of business, support new business, and ensure client retention while coordinating day-to-day administration.

Ideal candidates have 3+ years of account management (or 5+ in insurance), active P&C license, and the ability to work Pacific Time hours. The role is remote-ready with on-site options near IOA Los Angeles.