Account Manager - Commercial Lines

Community Options, Inc.; Baton Rouge (LA); Remote; USD 60,000 - 85,000; Full time

Job summary

A recognized leader in insurance brokerage seeks an Account Manager - Commercial Lines to manage a designated book of business. The ideal candidate will have experience in account management and the insurance industry, ensuring exceptional service and client retention. This fully remote position requires strong analytical and communication skills, along with proficiency in Microsoft Office.

Benefits

Competitive salaries and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick time

401K with employer match

Employee stock plan participation

Opportunities for professional growth and career progression

Respectful culture and work/family life balance

Community service commitment

Supportive teammates and a rewarding work environment

Qualifications

• 3+ years of account management experience, or 5+ years in the insurance industry.
• Active licensing required; CIC or equivalent preferred.

Responsibilities

• Manage an assigned book of business, ensuring account retention.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.

Skills

Analytical skills

Problem-solving skills

Customer service

Communication

Multitasking

Organizational skills

Education

High School Diploma (or equivalent)

Tools

MS Office (Outlook, Word, Excel)

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 - Commercial Lines

Location: Fully remote based out of Birmingham, AL | Book Focus: Construction, General Book, Property, and Real Estate

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:

• Maintain technical competence and industry expertise.
• Direct 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 and completeness.
• Monitor and maintain activity/suspense to ensure timely completion.
• Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve individual and team performance.
• Demonstrate integrity and leadership, championing IOA values.

Ideal Candidate Qualifications:

• 3+ years of account management experience, or 5+ years in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active licensing required; 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.
• Employee stock plan participation.
• Opportunities for professional growth and career progression.
• Respectful culture and work/family life balance.
• Community service commitment.
• Supportive teammates and a rewarding work environment.

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

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

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Insurance