Account Manager - Commercial Lines (Remote Opportunity)

Insurance Office of America; Massachusetts; Remote; USD 60,000 - 90,000; Full time

Job summary

A North American insurance brokerage is seeking an Account Manager - Commercial Lines to manage a book of business remotely. The ideal candidate will have 3+ years of account management experience, strong customer service skills, and active P&C licensing. Responsibilities include policy management, customer service, and team leadership. Competitive salary and benefits are offered, with a focus on work-life balance.

Benefits

Competitive salaries and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick time

401K with employer match

Employee stock plan participation

Qualifications

• 3+ years of account management experience, or 5+ years in insurance.
• Thorough knowledge of client needs in insurance brokerage.
• Professional designation (CIC or equivalent) preferred.

Responsibilities

• Manage an assigned book of business for account retention.
• Coordinate administrative and customer service activities.
• Handle customer service requests including policy administration.

Skills

Account management experience

Knowledge of insurance brokerage

Analytical and problem-solving skills

Customer service skills

Communication skills

Multitasking abilities

Organizational skills

MS Office proficiency

Education

High School Diploma or equivalent

Active property & casualty (P&C) licensing

Job description

Overview

Account Manager - Commercial Lines (Remote Opportunity) at Insurance Office of America

Title: Account Manager - Commercial Lines

Job Description

Title: Account Manager - Commercial Lines

Fully Remote: Eastern or Central Time Zones

Supporting: our Columbia, SC office

Book Focus: Construction, Contractors, General

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 property & casualty (P&C) 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
• Employee stock plan participation
• 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 $60,000.00 - $90,000.00 per year, 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.