Strategic Commercial Insurance Account Manager

Insurance Office Of America, Inc.; Fillmore (CA); On-site; USD 60,000 - 115,000; Full time

Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays, vacations, and sick时间

Job summary

Insurance Office of America, Inc. is seeking an experienced Commercial Insurance Account Manager in California to manage a defined book of business, provide day-to-day client service, and support renewal and retention efforts.

The role includes policy administration, billing support, and ensuring timely service deliverables. We value strong knowledge of insurance products, active P&C licensing, and a client-focused approach.

Qualifications

• 3+ years of account management experience or 5+ years of insurance industry experience.
• Active insurance license.
• Strong knowledge of insurance products and brokerage operations.
• Excellent customer service, communication, organizational, and analytical skills.
• High School Diploma or equivalent.
• CIC or equivalent designation preferred.

Responsibilities

• Respond to client service requests and inquiries.
• Process policy changes, endorsements, billing requests, and claims support.
• Conduct coverage analysis and assist clients with policy-related questions.
• Maintain positive client relationships through responsive service.
• Manage policy expirations and renewal timelines.
• Gather underwriting information and prepare renewal submissions.
• Support renewal marketing efforts and proposal development.
• Assist with account retention initiatives.
• Maintain agency management systems and carrier/vendor platforms.
• Ensure account documentation is accurate and complete.

Skills

Account management

Customer service

Communication

Analytical skills

Education

High School Diploma or equivalent

CIC or equivalent designation preferred

Job description

Insurance Office of America, Inc. is seeking an experienced Commercial Insurance Account Manager in California to manage a defined book of business, provide day-to-day client service, and support renewal and retention efforts.

The role includes policy administration, billing support, and ensuring timely service deliverables. We value strong knowledge of insurance products, active P&C licensing, and a client-focused approach.