Commerical Insurance Account Manager (Remote: Southeast)

Community Options, Inc.; Columbia (SC); Remote; USD 60,000 - 80,000; Full time

Job summary

A leading insurance brokerage seeks a fully remote Account Manager for Commercial Lines to oversee client accounts, ensuring service excellence and account retention. Candidates should possess strong analytical and organizational skills, along with a Property & Casualty license. The role offers competitive salary, health benefits, and opportunities for growth in a supportive environment.

Benefits

Competitive salary and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick leave

401(k) plan with employer match

Employee stock plan participation

Opportunities for professional growth

Respectful culture balancing work and family life

Community service involvement

Qualifications

• 3 years of account management experience or 5+ years in insurance.
• Active Property & Casualty license; CIC or equivalent preferred.
• Strong analytical, problem-solving, and decision-making skills.

Responsibilities

• Manage assigned book of business for account retention and new business.
• Handle customer service requests and policy administration.
• Communicate regularly with the account team about workload.

Skills

Analytical skills

Problem-solving

Customer service

Communication

Multitasking

Organizational skills

Education

High School Diploma or equivalent

Tools

MS Office

Job description

Commercial Insurance Account Manager (Remote: Southeast)

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA specializes in property and casualty, employee benefits, and personal lines insurance, along with risk management solutions and insurtech innovation. Headquartered in Longwood, Florida, IOA employs over 1,300 associates across more than 60 offices in the U.S. and the United Kingdom. In California, it operates as IOA Insurance Services. For more information, visit www.ioausa.com.

Job Description

Title: Account Manager - Commercial Lines

Location: Fully Remote for residents of Alabama, Florida, Georgia, North Carolina, and South Carolina

Book Focus: General

Role Overview: Manage an assigned book of business to ensure account retention and support new business development. Handle daily administrative and customer service activities, resolve complex issues, and maintain accuracy in all tasks.

Key Responsibilities

• Maintain technical competence and industry expertise.
• Lead the daily activities of the account management team.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, prepare submissions, negotiate coverages, and present proposals during renewals.
• Monitor accounts receivable, follow up on delinquent accounts, and collect outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy.
• Monitor activities and maintain suspense to ensure timely completion.
• Communicate regularly and transparently with the account team about workload and issues.
• Deliver excellent service, proactively anticipate client needs, and respond promptly to requests.
• Stay updated on company policies and procedures.
• Seek continuous improvement and adopt best practices to enhance individual and team performance.
• Demonstrate integrity and leadership aligned with IOA values.

Ideal Candidate Qualifications

• At least 3 years of account management experience or 5+ years in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active Property & Casualty license; 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 salary and bonus potential.
• Company-paid health insurance.
• Paid holidays, vacations, and sick leave.
• 401(k) plan with employer match.
• Employee stock plan participation.
• Opportunities for professional growth and career progression.
• Respectful culture balancing work and family life.
• Community service involvement.
• Supportive team environment and rewarding work.

Application Process

• 30-minute phone screen, online assessments, and interviews.

Insurance Office of America is an equal opportunity employer committed to diversity and inclusion. For more information, visit www.ioausa.com.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Sales and Business Development
• Industry: Insurance