Commercial Lines Account Manager; Remote

Commercial Lines Account Manager (Remote: Arizona, California, Nevada, Oregon, Washington)

Commercial Lines Account Manager (Remote: Arizona, California, Nevada, Oregon, Washington) role at Insurance Office of America

Title:

Account Manager – Commercial Lines. The role offers either hybrid (1–2 days in Tucson, AZ) or fully remote for Arizona, California, Nevada, Oregon, Washington residents. Support the Tucson office with book focus on General, Contractors.

Please note:

if posted as fully remote or hybrid, employees residing within a 50‑mile radius of a branch may be required to work onsite occasionally. Remote work requires a dedicated, distraction‑free workspace and is not a substitute for personal 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.

• Technical Competence:
  Maintain technical competence and industry expertise.
• Team Leadership:
  Direct daily activities of the account management team.
• Customer Service:
  Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Policy Management:
  Manage policy expirations and renewals.
• Renewal Process:
  Conduct client research, prepare submissions, negotiate coverages, and present proposals.
• Accounts Receivable:
  Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• System Maintenance:
  Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Activity Monitoring:
  Monitor and maintain activity/suspense to ensure timely completion.
• Communication:
  Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Service Excellence:
  Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Policy Compliance:
  Stay updated on company policies and procedures.
• Continuous Improvement:
  Seek and adopt best practices to improve individual and team performance.
• Champion IOA Values:
  Demonstrate integrity and leadership.

• 3+ years of account management experience, or 5+ years in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Required active property & casualty 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).

• 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).

The expected pay range for this position is $75,000.00 to $95,000.00 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.

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