Senior Account Manager - Commercial Lines

Insurance Office of America; Burlington; Remote; CAD 45,000 - 50,000; Full time

Job summary

A leading insurance brokerage is seeking a Senior Account Manager - Commercial Lines to manage client accounts and ensure excellent service. This role requires over 5 years of experience in account management within the insurance industry, proficiency in MS Office, and strong customer service skills. The position offers remote work options and competitive salaries in Burlington, Ontario.

Benefits

Competitive salaries and bonus potential

Company-paid health insurance

401K with employer match

Paid holidays, vacations, and sick time

Professional growth opportunities

Qualifications

• 5+ years of account management experience in the insurance industry.
• Thorough knowledge of client needs and brokerage procedures.
• Active licensing required.

Responsibilities

• Manage an assigned book of business to ensure account retention.
• Direct daily activities of account management team.
• Handle customer service requests and policy administration.

Skills

Account management experience

Knowledge of insurance brokerage

Strong analytical skills

Exceptional customer service

Proficiency in MS Office

Education

High School Diploma (or equivalent)

Professional designation (CIC or equivalent) preferred

Job description

Join to apply for the Senior Account Manager - Commercial Lines role at Insurance Office of America

18 hours ago Be among the first 25 applicants

Join to apply for the Senior Account Manager - Commercial Lines role at Insurance Office of America

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.

Job Description

Title : Senior Account Manager - Commercial Lines

Fully remote | Book Focus : (Telecom)

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, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here : ioausa.com / locations

About the Role : 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. Serve as a subject matter expert for the account management team.

Key Responsibilities

• Technical Competence : Maintain a high degree of technical competence and industry expertise.
• Team Leadership : Direct daily activities and workflow 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.
• 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.

Ideal Candidate Qualifications

5+ years of account management experience, or 7+ 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)

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)

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

https : / / www.ioausa.com /

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Sales and Business Development

Industries

Insurance

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