Remote Commercial Lines Account Manager

Insurance Office of America; Windermere (FL); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Bonus potential

Health insurance

Paid time off

401K with match

Career growth

Work-life balance

Community service

Job summary

IOA seeks an Account Manager for Commercial Lines to manage an assigned book, drive client retention, and support new business initiatives. You will coordinate day-to-day administration and customer service, resolving complex issues with accuracy and timeliness.

Ideal candidates have 3+ years in account management or 5+ years in insurance, active P&C licensing (CIC preferred), and strong analytical, communication, and MS Office 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

• 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.
• Champion IOA Values: Demonstrate integrity and leadership.

Skills

Account management

Insurance brokerage knowledge

Licensing (P&C)

Analytical skills

MS Office proficiency

Education

High School Diploma (or equivalent)

Tools

MS Office

Job description

IOA seeks an Account Manager for Commercial Lines to manage an assigned book, drive client retention, and support new business initiatives. You will coordinate day-to-day administration and customer service, resolving complex issues with accuracy and timeliness.

Ideal candidates have 3+ years in account management or 5+ years in insurance, active P&C licensing (CIC preferred), and strong analytical, communication, and MS Office skills.