Account Associate - Commercial Lines

Account Associate - Commercial Lines

Insurance Office of America

Hybrid: 1-2 days in office at one of the following locations:
Aliso Viejo, Ontario, Pasadena, San Diego, or Santa Barbara, CA.
Fully Remote: Available only to candidates within Los Angeles County area, as this position will transition to hybrid (1-2 days in office) at a future office in the Los Angeles County area.

Location: Glendale, CA.
Book Focus: General, Entertainment.

Requirement: active P&C license and 2 years of commercial lines experience.

About the Role: Assist the account team in completing day‑to‑day administrative tasks, recurring customer‑service tasks, and meet performance requirements regarding production and quality. Ensure no liability associated with errors or omissions. Responsibilities include resolving basic and routine administrative and customer‑service issues.

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50‑mile radius of a branch location may be required to work onsite in a hybrid capacity. Additionally, our remote work policy includes having a dedicated, distraction‑free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.

• Assist in directing day‑to‑day activities of Team Support/Receptionist and Account Assistant.
• Assist with general office tasks and administration.
• Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, , certificates, and binders.
• Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.
• Maintain accurate and up‑to‑date data in agency systems.
• Ensure timely completion of tasks and activities.
• Keep the account team informed of workload status and any issues.
• Provide proactive and responsive service.
• Ensure productivity and quality standards are met.
• Participate in team building and promote a positive work environment.
• Seek and adopt best practices.
• Stay updated on company policies and procedures.
• Enhance technical skills and industry knowledge.
• Foster positive relationships with colleagues and leadership.
• Demonstrate integrity and leadership.

• 2+ years of industry experience, or 5+ years of related experience in customer service.
• Thorough knowledge of insurance brokerage and client needs.
• Required active licensing.
• Strong analytical, problem‑solving, and decision‑making skills.
• Exceptional customer service, communications, multitasking, and organizational skills.
• Proficiency in MS Office (Outlook, Word, Excel).
• High School Diploma (or equivalent).

• Competitive salaries and bonus potential.
• Company‑paid health insurance.
• Paid holidays, vacations, and sick time.
• 401(k) 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.

• 30‑Minute Phone Screen, Online Assessments, and Interview(s)

Salary Range: $52,000.00–$62,000.00 per year, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Entry level

Full‑time

Sales and Business Development

Insurance