Commerical Insurance Account Manager (Remote: Southeast)

Community Options, Inc.; Columbus (GA); Remote; USD 60,000 - 90,000; Full time

Job summary

Community Options, Inc. is seeking a Remote Account Manager for Commercial Lines insurance. You will manage a book of business, ensuring account retention while handling policy administration and customer service. Ideal candidates have 3+ years of account management experience, strong analytical skills, and a deep understanding of client needs in the insurance sector.

Benefits

Competitive salary and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick leave

401K with employer match

Employee stock plan participation

Opportunities for professional growth and career advancement

Respectful culture and work/life balance

Community service involvement

Supportive team environment

Qualifications

• 3+ years of account management experience or 5+ years in the insurance industry.
• Active Property & Casualty license; CIC or similar designation preferred.
• Thorough knowledge of insurance brokerage.

Responsibilities

• Manage an assigned book of business, ensuring account retention and supporting new business.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Conduct client research, prepare submissions, negotiate coverages, and present proposals.

Skills

Analytical skills

Problem-solving

Customer service

Communication

Multitasking

Organizational skills

Education

High School Diploma or equivalent

Tools

MS Office

Job description

Commerical 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 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 the United Kingdom. In California, dba IOA Insurance Services. (#0E67768) 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

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, resolve complex issues, and ensure accuracy and completeness.

Key Responsibilities:

• Maintain technical competence and industry expertise.
• Lead 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.
• Monitor accounts receivable and follow up on delinquent accounts.
• Maintain agency management systems and carrier/vendor platforms.
• Ensure timely completion of activities and maintain activity/suspense logs.
• Communicate regularly with the team about workload and issues.
• Deliver excellent customer service and respond promptly to requests.
• Stay updated on company policies and procedures.
• Seek continuous improvement and adopt best practices.
• Demonstrate integrity and leadership in line with IOA values.

Ideal Candidate Qualifications:

• 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; CIC or similar designation 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.
• 401K with employer match.
• Employee stock plan participation.
• Opportunities for professional growth and career advancement.
• Respectful culture and work/life balance.
• Community service involvement.
• Supportive team environment.

Application Process:

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

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

For more information, visit www.ioausa.com.

Additional Details

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