Account Manager Associate – Commercial Lines

Insurance Office of America

. Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts .

Posted 11/5/2026full-timeUnited StatesMid-Level💰 $65,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in account management and customer service within the insurance industry, ensuring compliance with production standards and effective resolution of client issues. Proficient in policy administration, billing, and underwriting processes while maintaining strong communication and organizational skills.

Highest-signal resume keywords

Active P&C License3+ Years Account Management ExperienceInsurance Brokerage KnowledgeStrong Analytical SkillsProficiency in MS Office

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy AdministrationClaims ManagementCoverage AnalysisLoss Run AnalysisProposal PreparationContract ReviewAccount ManagementWorkflow ManagementCustomer Service Problem ResolutionNegotiation Skills

Soft Skills

Exceptional Customer ServiceStrong Communication SkillsMultitasking AbilityOrganizational SkillsLeadership

Tools & Technologies

Agency Management SystemsCarrier/Vendor PlatformsMS Office

Certifications & Qualifications

Active P&C LicenseCIC or Equivalent Preferred

Industry Keywords

Insurance IndustryClient NeedsProduction StandardsPolicy ExpirationsRenewalsUnderwriting InformationDelinquent AccountsBest Practices

About the role

Key responsibilities & impact

Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts
Work with minimal direction from an Account Manager, Account Executive, or Producer
Ensure production and quality standards are met while safeguarding against liability associated with errors and omissions
Independently resolve moderately complex customer service problems
Manage smaller-sized or less complex accounts
Maintain technical competence and industry expertise
Assist in directing day-to-day activities and workflow of support staff
Handle customer service requests, policy administration, billing, claims, and coverage analysis
Manage policy expirations and renewals
Conduct client research and gather underwriting information
Perform loss run analysis
Prepare submissions and evaluate and negotiate coverages and pricing
Prepare and present proposals, bind coverage, and follow up for policy issuance
Process tasks accurately and within required timeframes
Assist in reviewing contracts for proper coverages
Monitor delinquent accounts and collect outstanding balances
Maintain agency management systems and carrier/vendor platforms
Monitor activity/suspense for timely completion
Maintain communication with the account team regarding workload status and issues
Deliver excellent service and proactively anticipate needs
Stay updated on company policies and procedures
Adopt best practices to improve individual and team performance
Demonstrate integrity and leadership

Requirements

What you’ll need

Remote: open to residents in California, Nevada, Oregon, Washington and Arizona
Active P&C license required
Ability to work Pacific Time Zone (PT) hours: M-F 8am to 5pm
3+ years of account management experience, or 5+ years in the insurance industry
Thorough knowledge of insurance brokerage and client needs
Required active licensing
Professional designation (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)

Benefits

Comp & perks

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
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment