Remote Commercial Insurance Account Manager - Transportation

Insurance Office of America; Spring Valley (WI); On-site; USD 88,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401K with employer match

Paid time off

Professional growth

Job summary

Insurance Office of America is seeking an Account Manager - Commercial Lines to manage a book of business, drive retention, and support new business.

You will coordinate daily administrative and customer service tasks, resolve complex issues, and ensure accuracy across policy administration, billing, and renewals.

Ideal candidates have 3+ years in account management (or 5+ years in insurance), active P&C license, strong communication, and MS Office proficiency.

Qualifications

• 3+ years in account management or 5+ years in the insurance industry
• Thorough knowledge of insurance brokerage and client needs
• Active licensing required; 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

Analytical

Communication

Multitasking

Organizational

MS Office

Education

High School Diploma

CIC or equivalent

Tools

MS Office (Outlook)

Job description

Insurance Office of America is seeking an Account Manager - Commercial Lines to manage a book of business, drive retention, and support new business.

You will coordinate daily administrative and customer service tasks, resolve complex issues, and ensure accuracy across policy administration, billing, and renewals.

Ideal candidates have 3+ years in account management (or 5+ years in insurance), active P&C license, strong communication, and MS Office proficiency.