Transportation & Trucking Commercial Insurance Account Manager

Insurance Office Of America, Inc.; Coronado (CA); Remote; USD 88,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays

Paid vacations

Sick time

Professional growth

Career progression

Team culture

Job summary

Insurance Office of America is seeking an Account Manager - Commercial Lines to oversee an assigned book of business, drive retention, and support new business initiatives. This role requires coordinating day-to-day admin and customer service while resolving complex issues with accuracy.

The ideal candidate has 3+ years in account management (or 5+ in insurance), active P&C licensing, and strong MS Office skills.

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 to ensure timely completion.
• Maintain frequent, transparent communication with the account team regarding workload and 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 team performance.
• Demonstrate integrity and leadership.

Skills

Account management

Customer service

Communication

Analytical thinking

Education

High School Diploma

Tools

MS Office

Excel

Outlook

Word

Job description

Insurance Office of America is seeking an Account Manager - Commercial Lines to oversee an assigned book of business, drive retention, and support new business initiatives. This role requires coordinating day-to-day admin and customer service while resolving complex issues with accuracy.

The ideal candidate has 3+ years in account management (or 5+ in insurance), active P&C licensing, and strong MS Office skills.