Account Manager, Commercial Insurance — Construction

Insurance Office of America; Palm Harbor (FL); Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

Competitive salaries

Company-paid health insurance

Paid holidays and time off

401K with employer match

Career growth

Work-life balance

Community service

Supportive teammates

Job summary

Insurance Office of America is seeking an Account Manager - Commercial Lines to manage an assigned book of business, ensuring retention and supporting new business. You will coordinate day-to-day administrative and customer service activities, resolving complex issues and ensuring no errors or omissions.

The role involves leading the account management team, handling policy administration, renewals, billing, and coverage analysis, with a focus on service excellence and IOA values.

Qualifications

• Active P&C license required.
• 3–5 years of account management experience or 5+ years in insurance.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional customer service, communication, multitasking, and organizational skills.
• Proficiency in MS Office (Outlook, Word, Excel) and familiarity with brokerage processes.

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.

Skills

Account management

Client needs analysis

Communication

Problem solving

Education

High School Diploma

Tools

MS Office

CRM systems

Job description

Insurance Office of America is seeking an Account Manager - Commercial Lines to manage an assigned book of business, ensuring retention and supporting new business. You will coordinate day-to-day administrative and customer service activities, resolving complex issues and ensuring no errors or omissions.

The role involves leading the account management team, handling policy administration, renewals, billing, and coverage analysis, with a focus on service excellence and IOA values.