Commercial Insurance Account Manager — Client Growth & Retention

Insurance Office Of America, Inc.; La Porte (TX); On-site; USD 60,000 - 115,000; Full time

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays and time off

Career growth opportunities

Team-oriented culture

Community service involvement

Job summary

Insurance Office of America, Inc. is seeking an experienced Commercial Insurance Account Manager to join our team in Texas. The role focuses on day-to-day client service, policy administration, and renewal management within our account management career path.

Multiple experience levels are considered based on experience and licensing. The position requires 3+ years in account management or 5+ years in insurance, along with an active P&C license.

Qualifications

• 3+ years of account management experience or 5+ years of insurance industry experience.
• Active insurance license.
• Strong knowledge of insurance products and brokerage operations.
• Excellent customer service, communication, organizational, and analytical skills.
• High School Diploma or equivalent.
• CIC or equivalent designation preferred.

Responsibilities

• Respond to client service requests and inquiries.
• Process policy changes, endorsements, billing requests, and claims support.
• Conduct coverage analysis and assist clients with policy-related questions.
• Maintain positive client relationships through responsive service.
• Manage policy expirations and renewal timelines.
• Gather underwriting information and prepare renewal submissions.
• Support renewal marketing efforts and proposal development.
• Assist with account retention initiatives.
• Maintain agency management systems and carrier/vendor platforms.
• Ensure account documentation is accurate and complete.
• Monitor activity and suspense systems to ensure timely completion of tasks.
• Follow company policies, procedures, and compliance requirements.
• Assist with accounts receivable monitoring and collection efforts.
• Resolve billing and payment issues as needed.
• Maintain technical insurance knowledge and industry awareness.
• Participate in continuous improvement initiatives.
• Demonstrate company values and a commitment to client service excellence.

Skills

Account management

Customer service

Communication

Analytical skills

Organizational skills

Billing knowledge

Education

High School Diploma or equivalent

CIC or equivalent designation

Job description

Insurance Office of America, Inc. is seeking an experienced Commercial Insurance Account Manager to join our team in Texas. The role focuses on day-to-day client service, policy administration, and renewal management within our account management career path.

Multiple experience levels are considered based on experience and licensing. The position requires 3+ years in account management or 5+ years in insurance, along with an active P&C license.