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A forward-thinking company is seeking a Commercial Insurance Account Manager to oversee a diverse book of business within the construction sector. This role requires a proactive individual with strong account management skills and a commitment to customer service excellence. The ideal candidate will have a solid background in the insurance industry, with the ability to navigate complex client needs and deliver tailored solutions. Join a supportive team that values integrity and fosters professional growth, all while maintaining a healthy work-life balance. This position offers competitive salaries, comprehensive benefits, and opportunities for career advancement.
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 :
Fully Remote : Alabama, Florida, Georgia, North Carolina, and South Carolina residents
Book Focus : Construction (experience required)
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 licensing; professional designation (CRIS 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.
Commercial Insurance Account Manager • Tallahassee, FL, US