Account Manager

Insurance Office of America; Tallahassee (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading company in the insurance sector seeks an Account Manager to manage client accounts and ensure excellent service. The ideal candidate will have strong analytical and communication skills, with a focus on customer satisfaction and team leadership. This role requires a proactive approach to account management, ensuring policy compliance and continuous improvement. Join a dynamic team dedicated to delivering top-tier insurance solutions.

Benefits

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

Qualifications

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

Responsibilities

• Manage an assigned book of business, ensuring account retention.
• Handle customer service requests, policy administration, and billing.
• Conduct client research, prepare submissions, negotiate coverages.

Skills

Analytical Skills

Problem-Solving

Customer Service

Communication

Multitasking

Organizational Skills

Education

High School Diploma

Tools

MS Office

Job description

Join to apply for the Account Manager role at Insurance Office of America

1 week ago Be among the first 25 applicants

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 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: Account Manager - Commercial Lines

Remote: Florida Residents Only | Based out of Jacksonville, FL | Book Focus: General, Construction, Condo

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.

Key Responsibilities

• 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.
  
  

Ideal Candidate Qualifications

• 3+ years of account management experience or 5+ 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, 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 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

Referrals increase your chances of interviewing at Insurance Office of America by 2x

Get notified about new Account Manager jobs in Tallahassee, FL.

Account Manager, Florida State University Athletics

Account Manager - Gainesville, Jacksonville or Tallahassee, FL

ACCOUNT MANAGEMENT SUPERVISOR - SES - 73000141

Regional Account Manager (Aftermarket Parts) - Blast Equipment

Account Executive (Small Group Account Manager)

Account Manager - Professional Employer Organization

Senior Director Clinical Account Management - Remote

Regional Account Manager (Outside Industrial Sales) - Air Blast Equipment

IT Sales Manager -Hardware/Software- (Orlando, Tallahassee, or Jacksonville) MSP preferred

Account Manager, Higher Education Academia (East Coast)

Sales Account Manager, SLED (Tallahassee)

REMOTE - Commercial Lines Account Manager (Must live in FL)

Senior Account Manager- Commercial- Remote

Senior Account Executive, Global Strategic Accounts - Life Sciences

Field Sales Executive, Cloud Software Solution Sales *Remote*

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.