Account Manager - Commercial Insurance

Insurance Office of America; Riverview (FL); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays

Vacation time

Sick time

Bonus potential

Team environment

Job summary

Insurance Office of America seeks an Account Manager - Commercial Lines in Florida to manage an assigned book, support new business, and ensure retention through exceptional service, billing, and renewals. Ideal candidates have 3+ years in account management (or 5+ years in insurance), an active P&C license, and strong communication, analytical, and organizational skills; MS Office proficiency required.

Hybrid/remote applicable for CTZ/Central TZ applicants.

Qualifications

• Active P&C license required.
• 3+ years of account management experience or 5+ years in insurance.
• Strong communication, analytical, and organizational skills.
• Proficiency in MS Office applications.

Responsibilities

• Manage an assigned book of business and retain accounts.
• Coordinate day-to-day admin and customer service tasks.
• Resolve complex issues with accuracy and follow policy.
• Renewals: submit proposals and negotiate coverages.
• Monitor policy expirations and renewals.
• Oversee accounts receivable and collect balances.
• Maintain agency management systems and carrier platforms.
• Communicate workload status with the team.
• Deliver proactive service and anticipate client needs.
• Adhere to company policies and seek process improvements.
• Demonstrate IOA values in daily work.

Skills

Account management

Customer service

Communication

Analytical thinking

Multitasking

MS Office

Education

High School Diploma

P&C license

CIC designation (preferred)

Tools

MS Office (Outlook/Word/Excel)

Job description

Title: Account Manager - Commercial Lines

Job Description

Title: Account Manager - Commercial Lines

Remote: candidates residing in Eastern or Central Time Zones

Supporting: IOA - Charleston | Book Focus: General, Property | Requirement: active P&C license

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: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, 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
• 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 $80,000.00 - $90,000.00 annually depending on experience, relevant skills, and geographic location.

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