Commercial Insurance Account Manager - Transportation

Insurance Office of America; Billings (MT); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays

Job summary

Insurance Office of America in Billings, MT is seeking a Commercial Insurance Account Manager to support account teams and clients. The role requires about 5 years in commercial insurance, an active P&C license, and experience with transportation or trucking.

You will handle policy processing, renewals, and risk management while maintaining high service standards. The position offers competitive salaries with bonus potential, company-paid health insurance, paid holidays and vacation, a 401K with

Qualifications

• Minimum 5 years of commercial insurance experience.
• Active Property & Casualty license required.
• Experience with commercial transportation/trucking preferred.

Responsibilities

• Provide administrative, technical, and customer service support to the account team and assigned clients.
• Process endorsements, audits, cancellations, reinstatements, and manage policy documents.
• Assist or lead new and renewal business processes, prepare submissions and proposals.
• Maintain accurate client and policy data in systems and monitor task completion.
• Resolve billing discrepancies and support collections while minimizing errors and omissions.

Skills

Commercial insurance experience

P&C license

Transportation experience

Job description

Job Description

Commercial Insurance Account Manager

Book Focus: Transportation

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:

We are seeking insurance professionals with 5 years of commercial insurance experience, an active P&C license, and commercial transportation / trucking experience, for current and future opportunities within our Account Management career path based on experience and licensing.

Provide administrative, technical, and customer service support to the account team and assigned clients. This role ensures accurate policy processing, supports new and renewal business, and maintains high service standards while minimizing risk exposure.

The scope, autonomy, and complexity of responsibilities increase by level, ranging from task execution (Account Associate) to independent account management and technical advisory (Account Manager Associate).

Core Responsibilities (All Levels)

Client Service & Support

• Deliver proactive, responsive service to clients and internal teams
• Communicate workload status and resolve service requests efficiently
• Support strong client and team relationships

Policy Administration

• Process endorsements, audits, cancellations, reinstatements
• Manage certificates, ID cards, binders, invoices, and related documents
• Support policy issuance and documentation accuracy

Business & Renewal Support

• Assist or lead new and renewal business processes
• Prepare submissions and proposals
• Gather underwriting information and documentation

Systems & Workflow Management

• Maintain accurate client and policy data in systems
• Monitor activities and ensure timely task completion

Billing & Compliance

• Resolve billing discrepancies and support collections
• Ensure adherence to policies and minimize errors & omissions exposure

Level Differentiation

Account Associate (AA) (Non-Exempt) - Foundational

• Executes transactional and administrative tasks
• Supports workflows under close supervision
• Assists with submissions and policy processing
• Focused on accuracy, timeliness, and task completion

Senior Account Associate (SAA) (Non-Exempt) - Intermediate

• Independently manage small or low-complexity accounts
• Tracks renewals and ensures timely processing
• Performs underwriting preparation and loss run analysis
• Evaluates and negotiates coverage/pricing
• Prepares proposals and binds coverage
• Provides guidance to junior staff

Account Manager Associate (AMA) (Exempt) - Advanced

• Operates with minimal supervision and increased autonomy
• Manages full customer service lifecycle (billing, claims, coverage)
• Leads renewal strategy, negotiation, and execution
• Performs in-depth coverage analysis and advisory support
• Handles more complex accounts and escalations
• Demonstrates advanced technical expertise and leadership

Differences Summary

• Account Associate: Task-driven, execution-focused, entry-level support
• Senior Account Associate: Independent contributor, analytical, manages smaller accounts
• Account Manager Associate: Advanced expertise, owns client experience, near Account Manager level

What We Offer

• 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
• 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 $70,000.00 - $90,000.00 annually, depending on role, 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.