Insurance Office of America
Commercial Lines Account Manager: Dealerships (Remote)
Insurance Office of America, Aliso Viejo, California, United States, 92656
Overview
Join to apply for the Commercial Lines Account Manager: Dealerships (Remote) role at Insurance Office of America. Title:
Account Manager - Commercial Lines (Fully Remote) Location:
Fully Remote (Arizona, California, Montana, Nevada, Washington). Book Focus: Franchise Dealerships. Note:
Remote work policy includes a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. If this position is posted as fully remote or hybrid, individuals within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity to meet business needs. To view branch locations, please visit ioausa.com/locations. What You’ll Do (Responsibilities)
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 accuracy (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 submissions, negotiate coverages, and present proposals. Monitor accounts receivable, delinquent balances, and take action as needed. Maintain agency management systems and carrier/vendor platforms with accurate data. Monitor and maintain activity/suspense to ensure timely completion. Maintain transparent communication with the account team regarding workload status and issues. Deliver proactive, high-quality service 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 aligned with IOA values. Ideal Candidate 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 (P&C) licensing required; 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. What We Offer
Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Employee stock plan participation Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What To Expect (Application Process)
30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range
The expected pay range for this position is $80,000.00 - $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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Join to apply for the Commercial Lines Account Manager: Dealerships (Remote) role at Insurance Office of America. Title:
Account Manager - Commercial Lines (Fully Remote) Location:
Fully Remote (Arizona, California, Montana, Nevada, Washington). Book Focus: Franchise Dealerships. Note:
Remote work policy includes a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. If this position is posted as fully remote or hybrid, individuals within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity to meet business needs. To view branch locations, please visit ioausa.com/locations. What You’ll Do (Responsibilities)
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 accuracy (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 submissions, negotiate coverages, and present proposals. Monitor accounts receivable, delinquent balances, and take action as needed. Maintain agency management systems and carrier/vendor platforms with accurate data. Monitor and maintain activity/suspense to ensure timely completion. Maintain transparent communication with the account team regarding workload status and issues. Deliver proactive, high-quality service 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 aligned with IOA values. Ideal Candidate 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 (P&C) licensing required; 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. What We Offer
Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Employee stock plan participation Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What To Expect (Application Process)
30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range
The expected pay range for this position is $80,000.00 - $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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