Remote Senior Account Manager - Commercial Lines

Insurance Office of America; Katy (TX); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays

Paid time off

Professional growth

Culture & work-life balance

Community service

Job summary

Insurance Office of America is seeking a Senior Account Manager for Commercial Lines, with remote work options across Eastern and Central Time zones and on-site support in Longwood, FL. You will steward a book of business, drive renewals, and lead a team to deliver superior service.

The ideal candidate brings 5+ years in account management or 7+ years in insurance, with CIC or equivalent licensing preferred, strong analytical and client-service skills, and proficiency in MS Office.

Qualifications

• 5+ years of account management experience, or 7+ years in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• 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

• Technical Competence: Maintain a high degree of technical competence and industry expertise.
• Team Leadership: Direct daily activities and workflow 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

Licensing (CIC)

Analytical skills

Customer service

MS Office

Communication

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America is seeking a Senior Account Manager for Commercial Lines, with remote work options across Eastern and Central Time zones and on-site support in Longwood, FL. You will steward a book of business, drive renewals, and lead a team to deliver superior service.

The ideal candidate brings 5+ years in account management or 7+ years in insurance, with CIC or equivalent licensing preferred, strong analytical and client-service skills, and proficiency in MS Office.