Account Manager – Commercial Lines

Insurance Office of America

. Manage an assigned book of business, ensuring account retention and supporting new business .

Posted 11/5/2026full-timeUnited StatesMid-LevelSenior💰 $75,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in account management and insurance brokerage, with a strong focus on customer service, problem-solving, and effective communication. Proficient in managing policy administration, billing, and claims while ensuring data accuracy and compliance with industry standards.

Highest-signal resume keywords

Active P&C License3+ Years Account Management ExperienceInsurance Brokerage KnowledgeMS Office ProficiencyStrong Analytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy AdministrationClaims ManagementCoverage AnalysisClient ResearchProposal PreparationNegotiation SkillsData AccuracyAccount RetentionDelinquent Account MonitoringBest Practices Implementation

Soft Skills

Exceptional Customer ServiceStrong Communication SkillsMultitasking AbilityOrganizational SkillsProblem-Solving Skills

Tools & Technologies

Agency Management SystemsCarrier/Vendor PlatformsMS Office (Outlook, Word, Excel)

Certifications & Qualifications

Active P&C LicenseCIC or Equivalent Preferred

Industry Keywords

Insurance IndustryAccount ManagementClient NeedsPolicy ExpirationsRenewalsService RequestsWorkload StatusIntegrityLeadershipIOA Values

About the role

Key responsibilities & impact

Manage an assigned book of business, ensuring account retention and supporting new business
Coordinate day-to-day administrative and customer service activities
Resolve complex issues and ensure 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 issues
Deliver excellent service, 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 in championing IOA values

Requirements

What you’ll need

Open to residents in California, Nevada, Oregon, Washington and Arizona
Active P&C license required
Ability to work Pacific Time Zone hours: Monday–Friday, 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)
Dedicated, distraction-free workspace for remote work
Individuals within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity when necessary

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