Senior Account Manager

Insurance Office of America; Connecticut; Remote; USD 70,000 - 90,000; Full time

Job summary

A leading insurance brokerage seeks a Senior Account Manager to oversee a book of business focused on multifamily and commercial real estate. The ideal candidate will manage client relationships, ensure account retention, and lead the account management team. This role offers competitive salaries, health insurance, and opportunities for professional growth in a supportive environment.

Benefits

Competitive salaries and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick leave

401K with employer match

Employee stock plan participation

Opportunities for professional growth

Respectful culture supporting work/life balance

Supportive team environment

Qualifications

• 5+ years of account management experience or 7+ years in the insurance industry.
• Active licensing required; professional designation (CIC or equivalent) preferred.

Responsibilities

• Manage an assigned book of business and ensure account retention.
• Handle customer service requests, policy administration, and claims.
• Lead the daily activities and workflow of the account management team.

Skills

Analytical

Problem-Solving

Decision-Making

Customer Service

Communication

Multitasking

Organizational

Education

High School Diploma or equivalent

Tools

MS Office

Job description

Join to apply for the Senior Account Manager role at Insurance Office of America.

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions, as well as insurtech innovation. Headquartered in Longwood, Florida, IOA has more than 1,300 associates located in over 60 offices across the U.S. and the United Kingdom. In California, it operates as IOA Insurance Services. For more information, visit www.ioausa.com.

Job Description

Title: Senior Account Manager - Commercial Lines

Location: Remote or based out of Longwood, FL

Book Focus: Multifamily, Commercial Real Estate

About the Role:

Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate daily administrative and customer service activities, resolve complex issues, and ensure accuracy. Serve as a subject matter expert for the account management team.

Key Responsibilities

• Maintain technical competence and industry expertise.
• Lead the daily activities and workflow 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 accounts receivable, follow up on delinquent accounts, and collect outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy.
• Monitor activities and suspenses to ensure timely completion.
• Communicate regularly with the team regarding workload and issues.
• Deliver excellent service, anticipate needs, and respond promptly to requests.
• Stay updated on company policies and procedures.
• Seek continuous improvement and adopt best practices.
• Demonstrate integrity and leadership, championing IOA values.

Ideal Candidate Qualifications

• 5+ years of account management experience or 7+ years in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active licensing required; professional designation (CIC or equivalent) preferred.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional customer service, multitasking, and organizational skills.
• Excellent communication skills.
• Proficiency in MS Office (Outlook, Word, Excel).
• High School Diploma or equivalent.

What We Offer

• Competitive salaries and bonus potential.
• Company-paid health insurance.
• Paid holidays, vacations, and sick leave.
• 401K with employer match.
• Employee stock plan participation.
• Opportunities for professional growth and career progression.
• A respectful culture supporting work/life balance.
• Community service commitment.
• Supportive team environment and rewarding work.

Application Process

• 30-minute phone screen, online assessments, and interviews.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.