Remote Account Manager, Commercial Lines & Client Success

Insurance Office of America; White Settlement (TX); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Competitive salaries and bonus

Company-paid health insurance

Paid holidays, vacations, and sick时间

401K with employer match

Professional growth and career progr

Respectful culture and work/family

Community service commitment

Supportive teammates and a rewarding工作

Job summary

Insurance Office of America is seeking an Account Manager - Commercial Lines to manage an assigned book of business, retain clients, and support new business. Remote position for candidates in Eastern or Central Time Zones with onsite hybrid possibilities per policy.

You will coordinate day-to-day admin tasks, handle inquiries, renewals, billing, and coverage analysis to ensure smooth operations. The role emphasizes leadership of the account management team, strong customer service, and

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; 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)

Responsibilities

• Technical Competence: Maintain technical competence and industry expertise.
• Team Leadership: Direct daily activities of the account management team.
• Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Policy Management: Manage policy expirations and renewals.
• Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals.
• Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.
• Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Policy Compliance: Stay updated on company policies and procedures.
• Continuous Improvement: Seek and adopt best practices to improve individual and team performance.
• Champion IOA Values: Demonstrate integrity and leadership.

Skills

Account management

Customer service

Communication

MS Office

Education

High School Diploma

Tools

MS Office

CRM software

Job description

Insurance Office of America is seeking an Account Manager - Commercial Lines to manage an assigned book of business, retain clients, and support new business. Remote position for candidates in Eastern or Central Time Zones with onsite hybrid possibilities per policy.

You will coordinate day-to-day admin tasks, handle inquiries, renewals, billing, and coverage analysis to ensure smooth operations. The role emphasizes leadership of the account management team, strong customer service, and