Account Manager Associate - Commercial Lines

Community Options, Inc.; Lansing (MI); Remote; USD 50,000 - 70,000; Full time

Job summary

A prominent insurance brokerage is seeking an Account Manager Associate in Commercial Lines. This fully remote role involves providing customer service support, managing policies, and ensuring client needs are met effectively. Candidates should have over 7 years of experience in insurance, demonstrating strong analytical and communication skills in a collaborative environment.

Benefits

Competitive salary and bonus potential

Company-paid health insurance

Paid holidays, vacations, sick leave

401K with employer match

Employee stock plan

Career growth opportunities

Respectful culture and work/life balance

Community involvement

Qualifications

• 7+ years of customer service experience in insurance.
• Thorough knowledge of insurance brokerage and client needs.
• Strong analytical and decision-making skills.

Responsibilities

• Provide administrative and customer service support to the account team.
• Manage policy expirations and renewals.
• Conduct client research and analyze loss runs.

Skills

Customer service

Analytical skills

Problem-solving

Communication

Multitasking

Organizational skills

Education

High School Diploma or equivalent

Tools

MS Office

Job description

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 Title: Account Manager Associate - Commercial Lines

Location: Fully remote, hybrid preferred if near Atlanta/Gainesville, GA | Book Focus: Franchise Dealerships

Please note: If posted as fully remote or hybrid, individuals within 50 miles of a branch may need to work onsite occasionally. Learn more about our locations at ioausa.com/locations.

About the Role: Provide administrative and customer service support to the account team, ensuring quality standards are met and managing smaller or less complex accounts independently.

Key Responsibilities:

• Maintain technical competence and industry expertise.
• Assist in directing daily activities of support staff.
• Handle customer requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, gather underwriting info, analyze loss runs, prepare submissions, evaluate and negotiate coverages and pricing, and follow up for policy issuance.
• Process tasks accurately and timely.
• Review contracts for proper coverages.
• Monitor accounts receivable and collect outstanding balances.
• Maintain agency management and carrier/vendor systems.
• Ensure timely activity completion and communicate workload status.
• Deliver excellent service, anticipate needs, and respond promptly.
• Stay updated on company policies and seek performance improvements.
• Demonstrate integrity and leadership in line with IOA values.

Ideal Candidate Qualifications:

• 7+ years of customer service experience in insurance.
• Thorough knowledge of insurance brokerage and client needs.
• Active licensing required; professional designation preferred.
• Strong analytical, problem-solving, decision-making skills.
• Exceptional customer service, communication, multitasking, organizational skills.
• Proficiency in MS Office.
• High School Diploma or equivalent.

What We Offer:

• Competitive salary and bonus potential.
• Company-paid health insurance.
• Paid holidays, vacations, sick leave.
• 401K with employer match.
• Employee stock plan.
• Career growth opportunities.
• Respectful culture and work/life balance.
• Community involvement.

Application Process: 30-minute phone screen, online assessments, and interviews.

Insurance Office of America is an equal opportunity employer, committed to diversity and inclusion.

Visit https://www.ioausa.com/