Commerical Insurance Account Manager (Remote: Southeast)

Insurance Office of America; Orlando (FL); Remote; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a Commercial Insurance Account Manager to oversee an assigned book of business. This fully remote role involves ensuring account retention, managing customer service activities, and leading a team to deliver exceptional service. The ideal candidate will have a strong background in account management or the insurance industry, with excellent analytical and communication skills. This innovative firm offers competitive salaries, bonuses, and a supportive culture that promotes work/life balance. If you thrive in a dynamic environment and are passionate about client relations, this opportunity is perfect for you.

Benefits

Company-paid health insurance

Paid holidays, vacations, and sick leave

401K with employer match

Employee stock plan participation

Career growth opportunities

Supportive culture promoting work/life balance

Community service involvement

Qualifications

• 3+ years of account management experience or 5+ years in insurance.
• Active Property & Casualty license preferred.

Responsibilities

• Manage an assigned book of business and ensure account retention.
• Lead account management team activities and handle customer service requests.

Skills

Account Management

Customer Service

Analytical Skills

Problem-Solving

Communication Skills

Multitasking

Organizational Skills

Education

High School Diploma or equivalent

Tools

MS Office (Outlook, Word, Excel)

Job description

Commercial Insurance Account Manager (Remote: Southeast)

Join to apply for the Commercial Insurance Account Manager (Remote: Southeast) role at Insurance Office of America.

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, personal lines insurance, and risk management solutions, along with insurtech innovation. Headquartered in Longwood, Florida, IOA has over 1,300 associates across more than 60 offices in the U.S. and the United Kingdom. For more information, visit www.ioausa.com.

Job Description

Title: Account Manager - Commercial Lines

Location: Fully Remote (Alabama, Florida, Georgia, North Carolina, South Carolina)

Book Focus: General

About the Role

Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate administrative and customer service activities, resolve complex issues, and maintain accuracy.

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.
• Monitor reports and address delinquent accounts, collecting outstanding balances.
• 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 service, anticipate needs, and respond promptly.
• Stay updated on company policies and procedures.
• Seek and implement best practices for performance improvement.
• Demonstrate integrity and leadership in line with IOA values.

Ideal Candidate Qualifications

• 3+ years of account management experience or 5+ years in 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 salaries and bonuses.
• Company-paid health insurance.
• Paid holidays, vacations, and sick leave.
• 401K with employer match.
• Employee stock plan participation.
• Career growth and professional development opportunities.
• Supportive culture promoting work/life balance.
• Community service involvement.

Application Process

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

Insurance Office of America is an equal opportunity employer that celebrates diversity and fosters an inclusive environment.