Commercial Insurance Insurance Office of America, Inc.
3.0 Santa Ana, CA Job Details Full-time $45,000
$75,000 a year 4 hours ago Benefits Paid holidays Health insurance 401(k) matching Qualifications Commercial insurance policies

Property & Casualty License Full Job Description Job Description:

Commercial Insurance Account Manager 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 as there may be occasions when on-site presence is necessary to meet specific business needs. 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. To view our branch locations, please visit: ioausa.com/locations About the

Role:

We are seeking insurance professionals with 2 to 5 years of commercial insurance experience and an active P&C license, for current and future opportunities within our Account Management career path based on experience and licensing. Multiple experience levels considered, including Account Associate, Senior Account Associate and Account Manager Associate opportunities. Provide administrative, technical, and customer service support to the account team and assigned clients. This role ensures accurate policy processing, supports new and renewal business, and maintains high service standards while minimizing risk exposure. The scope, autonomy, and complexity of responsibilities increase by level , ranging from task execution (Account Associate) to independent account management and technical advisory (Account Manager Associate). Core Responsibilities (All Levels) Client Service & Support Deliver proactive, responsive service to clients and internal teams Communicate workload status and resolve service requests efficiently Support strong client and team relationships Policy Administration Process endorsements, audits, cancellations, reinstatements Manage certificates, ID cards, binders, invoices, and related documents Support policy issuance and documentation accuracy Business & Renewal Support Assist or lead new and renewal business processes Prepare submissions and proposals Gather underwriting information and documentation Systems & Workflow Management Maintain accurate client and policy data in systems Monitor activities and ensure timely task completion Billing & Compliance Resolve billing discrepancies and support collections Ensure adherence to policies and minimize errors & omissions exposure Level Differentiation Account Associate (AA) (Non-Exempt

Foundational Executes transactional and administrative tasks Supports workflows under close supervision Assists with submissions and policy processing Focused on accuracy, timeliness, and task completion Senior Account Associate (SAA) (Non-Exempt
Intermediate Independently manage small or low-complexity accounts Tracks renewals and ensures timely processing Performs underwriting preparation and loss run analysis Evaluates and negotiates coverage/pricing Prepares proposals and binds coverage Provides guidance to junior staff Account Manager Associate (AMA) (Exempt)
Advanced Operates with minimal supervision and increased autonomy Manages full customer service lifecycle (billing, claims, coverage) Leads renewal strategy, negotiation, and execution Performs in-depth coverage analysis and advisory support Handles more complex accounts and escalations Demonstrates advanced technical expertise and leadership

Differences Summary Account Associate:

Task-driven, execution-focused, entry-level support

Senior Account Associate:

Independent contributor, analytical, manages smaller accounts

Account Manager Associate:

Advanced expertise, owns client experience, near Account Manager level

What We Offer:

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 What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is 45-75K annually, depending on role, experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. 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