Remote Commercial Lines Account Manager (P&C Licensed)

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

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays, vacations, and sicktime

Professional growth opportunities

Job summary

Insurance Office of America (IOA) is seeking an Account Manager for Commercial Lines. Remote work is available for candidates in Eastern or Central Time Zones, with on-site needs possible for hybrid policy adherences.

The role involves managing an assigned book of business, ensuring retention, and supporting new business through daily admin and top-tier customer service. The ideal candidate will hold an active P&C license, have strong insurance brokerage knowledge, and demonstrate excellent

Qualifications

• Active P&C license required.
• Thorough knowledge of insurance brokerage and client needs.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional customer service and communication, multitasking, and organizational skills.

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

Insurance brokerage

Analytical skills

Communication

Customer service

Problem-solving

MS Office

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America (IOA) is seeking an Account Manager for Commercial Lines. Remote work is available for candidates in Eastern or Central Time Zones, with on-site needs possible for hybrid policy adherences.

The role involves managing an assigned book of business, ensuring retention, and supporting new business through daily admin and top-tier customer service. The ideal candidate will hold an active P&C license, have strong insurance brokerage knowledge, and demonstrate excellent