Account Manager- Commercial Insurance- Remote- Select Business

Community Options, Inc.; Montgomery (AL); Remote; USD 60,000 - 85,000; Full time

Job summary

A leading insurance brokerage seeks an Account Manager specializing in Commercial Insurance. This remote role focuses on managing accounts, ensuring customer satisfaction, and coordinating daily activities within the team. The ideal candidate will have significant industry experience and demonstrate strong analytical and customer service skills while maintaining a high level of integrity.

Benefits

Competitive salary and bonus potential

Company-paid health insurance

Paid holidays, vacation, and sick leave

401K with employer match

Employee stock plan participation

Opportunities for professional growth

Supportive culture promoting work/life balance

Qualifications

• 3+ years of account management experience or 5+ years in insurance.
• Active insurance license; CIC preferred.
• Strong analytical and problem-solving skills.

Responsibilities

• Manage an assigned book of business for account retention.
• Handle customer service requests, policy administration, and billing.
• Monitor reports and collect outstanding balances.

Skills

Analytical skills

Problem-solving

Customer service

Communication

Organizational skills

Education

High School Diploma or equivalent

Tools

MS Office

Job description

Account Manager - Commercial Insurance - Remote - Select Business Unit

About Us:Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA specializes in property and casualty, employee benefits, personal lines insurance, and insurtech innovation. Headquartered in Longwood, Florida, IOA has over 1,300 associates across more than 60 offices in the U.S. and the UK. For more information, visit www.ioausa.com.

Job Description

Title: Account Manager - Commercial Lines (Remote, Eastern and Central Time Zones only; based in Longwood, FL). Focus on General/Small Accounts.

Note: If the position is posted as fully remote or hybrid, employees within a 50-mile radius of a branch may be required to work onsite occasionally. Learn more about our locations at ioausa.com/locations.

Role Overview

Manage an assigned book of business to ensure account retention, support new business, and coordinate daily administrative and customer service activities, resolving complex issues with accuracy and timeliness.

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 activity and suspense to ensure timely completion.
• Communicate regularly with the team regarding workload and issues.
• Deliver excellent service, proactively anticipate client 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.

Qualifications

• 3+ years of account management experience or 5+ years in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active insurance license; 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 salary and bonus potential.
• Company-paid health insurance.
• Paid holidays, vacation, and sick leave.
• 401K with employer match.
• Employee stock plan participation.
• Opportunities for professional growth and career advancement.
• Supportive culture promoting 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.