Account Manager

Insurance Office of America; Florida; Remote; USD 60,000 - 85,000; Full time

Job summary

A leading insurance brokerage is seeking an Account Manager for their commercial lines division. The role involves managing client accounts, ensuring retention, and overseeing administrative activities. Ideal candidates will have significant experience in account management or the insurance industry, along with strong analytical and customer service skills.

Benefits

Competitive salaries and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick leave

401K with employer match

Opportunities for professional growth

Qualifications

• 3+ years of account management experience or 5+ years in the insurance industry.
• Active licensing required; professional designation (CIC or equivalent) preferred.

Responsibilities

• Manage an assigned book of business, ensuring account retention.
• Lead daily activities of the account management team.
• Handle customer service requests and policy administration.

Skills

Analytical skills

Problem-solving

Customer service

Multitasking

Organizational skills

Communication skills

Education

High School Diploma or equivalent

Tools

MS Office

Job description

Join to apply for the Account Manager 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 leader in property and casualty, employee benefits, personal lines insurance, and risk management solutions, including insurtech innovation. Headquartered in Longwood, Florida, IOA has over 1,300 associates across more than 60 offices in the U.S. and the United Kingdom. For more information, visit www.ioausa.com.

Job Description

Title: Account Manager - Commercial Lines

Remote Location: South Eastern US (Remote Opportunity) | Based out of Miami, FL | Book Focus: General, Heavy Construction

About the Role:

Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate daily administrative and customer service activities, resolve complex issues, and ensure accuracy and completeness.

Key Responsibilities:

• Maintain technical competence and industry expertise.
• Lead the 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 research, prepare submissions, negotiate coverages, and present proposals.
• Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy.
• Monitor activities to ensure timely completion.
• Maintain transparent communication with the team regarding workload and issues.
• Deliver excellent service, proactively anticipate needs, and respond promptly.
• Stay updated on company policies and procedures.
• Seek and implement best practices for performance improvement.
• Demonstrate integrity and leadership in alignment 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 licensing required; professional designation (CIC or equivalent) preferred.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional customer service, multitasking, and organizational skills.
• Excellent communication 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 leave.
• 401K with employer match.
• Employee stock plan participation.
• Opportunities for professional growth and career progression.
• A respectful culture promoting work/life balance.
• Community service involvement.
• Supportive team environment and rewarding work.

Application Process:

• 30-minute phone screen, online assessments, and interviews.

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