Commercial Lines Account Manager (Remote: California)

Position Overview

Insurance Office of America is seeking an Account Manager - Commercial Lines who will manage an assigned book of business, ensuring account retention and driving new business opportunities. In this role, you will coordinate day-to-day administrative and customer service activities, resolve complex issues, and ensure compliance with company policies. This position is offered as Location: Hybrid (1-2 days in the Ontario, CA office) or Fully Remote for California residents. Please note that, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite occasionally. Additionally, a dedicated, distraction-free workspace is required for remote work. Salary: $75,000.00 to $105,000.00 per year.

Key Responsibilities

• 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 reports and take action on delinquent accounts, collecting outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy.
• Monitor and manage activity/suspense to ensure timely completion.
• Maintain frequent, transparent communication with the account team regarding workload status and issues.
• Deliver excellent service, proactively anticipating needs and responding quickly to service requests.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve individual and team performance.
• Champion IOA values by demonstrating integrity and leadership.

Required Qualifications

• Qualifications: 3+ years of account management experience, or 5+ years in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active property & casualty licensing is required.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional customer service, communication, multitasking, and organizational skills.
• Proficiency in MS Office (Outlook, Word, Excel).
• Education: High School Diploma or equivalent.

Preferred Qualifications

• Professional designation (CIC or equivalent) preferred.

Benefits & Perks

• Benefits: Competitive salaries and bonus potential.
• Company-paid health insurance.
• Paid holidays, vacations, and sick time.
• 401K with employer match.
• Professional growth and career progression opportunities.
• A respectful culture and work/family life balance.
• Community service commitment.
• Supportive teammates and a rewarding work environment.