Account Manager Lead- Commercial Insurance- Remote

Community Options, Inc.; Winter Garden (FL); Remote; USD 70,000 - 95,000; Full time

Job summary

Community Options, Inc. seeks an Account Manager Lead for Commercial Insurance to manage client accounts and enhance retention. Ideal candidates will possess strong analytical and customer service skills, with a background in the insurance industry. This remote position requires compliance assurance and significant team leadership.

Benefits

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

Qualifications

• 3+ years of account management experience or 5+ years in the insurance industry.
• Proficient in MS Office and active insurance licensing required.
• Exceptional customer service and communication skills.

Responsibilities

• Manage an assigned book of business, ensure compliance with guidelines.
• Direct daily team activities and provide training and development.
• Monitor team performance and customer service tasks.

Skills

Analytical skills

Problem-solving skills

Customer service skills

Communication skills

Multitasking

Organizational skills

Education

High School Diploma or equivalent

Tools

MS Office

Job description

Account Manager Lead- Commercial Insurance- Remote

Account Manager Lead- Commercial Insurance- Remote

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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.

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 Description

Title: Account Manager Lead - Commercial Lines

Remote: Florida Residents Only | Based out of Longwood, FL | Book Focus: Agriculture

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. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations

About the Role:Work with Account Executive (AE) or Producer to manage an assigned book of business, increase account retention, and support new business. Ensure compliance with industry and company guidelines, meeting all performance requirements regarding production and quality. Coordinate and execute day-to-day administrative and customer service activities for assigned accounts, resolving complex issues. Additionally, direct daily activities, workflow, team communication, support, training, and development under Operations Leadership, ensuring no liability associated with errors and omissions occurs.

Key Responsibilities

• Technical Competence: Maintain high technical competence and industry expertise.
• Discretion and Judgment: Ensure beneficial outcomes using discretion and judgment.
• Team Leadership: Direct daily activities and workflow of the team.
• Performance Monitoring: Assist in monitoring team performance and recommend corrective actions.
• Training and Development: Provide training, mentoring, and professional development.
• Team Meetings: Schedule and facilitate brief team meetings.
• Performance Evaluation: Provide feedback for team member evaluations.
• Policy Implementation: Implement and enforce company policies and procedures.
• Compliance: Ensure compliance with core work processes and best practices.
• Employee Selection: Participate in interviewing and hiring recommendations.
• Customer Service and Account Management: Manage various customer service and account management tasks.
• Policy Management: Manage policy expirations and renewals.
• Renewal Process: Manage policy renewal process with AM, AE, and/or Producer.
• Accounts Receivable: Monitor and act on delinquent accounts.
• System Maintenance: Maintain data accuracy in agency management systems.
• Activity Monitoring: Ensure timely completion of activities.
• Communication: Maintain transparent communication with the account team.
• Service Excellence: Deliver excellent service, anticipate needs, and respond quickly.
  
  

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
• 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).
  
  

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

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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