Remote Account Manager - Commercial Lines (P&C)

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

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays

Vacation time

Job summary

Insurance Office of America (IOA) seeks an Account Manager - Commercial Lines to manage an assigned book of business, retain clients, and support new business in a remote-friendly role across Eastern or Central Time Zones.

You'll handle policy administration, renewals, billing, and client communication, overseeing a team and ensuring service excellence while staying compliant with company policies and pursuing continuous improvement.

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 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).

Responsibilities

• 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.
• 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 experience

Customer service

Communication

Team leadership

Education

High School Diploma

Active P&C license

CIC or equivalent preferred

Tools

Outlook

Word

Excel

Job description

Insurance Office of America (IOA) seeks an Account Manager - Commercial Lines to manage an assigned book of business, retain clients, and support new business in a remote-friendly role across Eastern or Central Time Zones.

You'll handle policy administration, renewals, billing, and client communication, overseeing a team and ensuring service excellence while staying compliant with company policies and pursuing continuous improvement.