Remote Account Manager - Commercial Lines

Insurance Office of America; Milwaukee (WI); Hybrid; USD 54,000 - 90,000; Full time

Benefits offered by this job

Competitive salary & bonus

Company-paid health insurance

401K with employer match

Career progression opportunities

Work-life balance

Community service commitment

Job summary

Insurance Office of America seeks an Account Manager - Commercial Lines to oversee a book of business, drive retention and support new business development. You will coordinate daily administrative tasks, resolve complex issues, and ensure accuracy across policy administration, billing, and renewals.

The ideal candidate has 3+ years in account management or 5+ years in insurance, active P&C licensing (CIC preferred), and strong service, communication, and analytical skills.

Qualifications

• 3+ years of account management experience, or 5+ years in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Required active licensing; 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).

Responsibilities

• 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.
• Maintain technical competence and industry expertise.
• Direct 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 take action on delinquent accounts, collecting outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Monitor and maintain activity/suspense to ensure timely completion.
• Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve individual and team performance.
• Demonstrate integrity and leadership.

Skills

Account management

Customer service

Communication

Multitasking

Organizational skills

Analytical thinking

Problem solving

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America seeks an Account Manager - Commercial Lines to oversee a book of business, drive retention and support new business development. You will coordinate daily administrative tasks, resolve complex issues, and ensure accuracy across policy administration, billing, and renewals.

The ideal candidate has 3+ years in account management or 5+ years in insurance, active P&C licensing (CIC preferred), and strong service, communication, and analytical skills.