Senior Account Manager

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

Job summary

A leading company in the insurance industry is seeking a Senior Account Manager to manage a book of business focused on multifamily and commercial real estate. The ideal candidate will have extensive experience in account management and a strong understanding of client needs. This remote position offers competitive salaries, company-paid health insurance, and opportunities for professional growth.

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 and career progression

Respectful culture and work/life balance

Community service commitment

Supportive team environment

Qualifications

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

Responsibilities

• Manage an assigned book of business, ensuring account retention and supporting new business.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.

Skills

Analytical

Problem-Solving

Decision-Making

Customer Service

Multitasking

Organizational

Communication

Education

High School Diploma

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 provides property and casualty, employee benefits, and personal lines insurance and risk management solutions, along with insurtech innovation. Headquartered in Longwood, Florida, IOA has more than 1,300 associates across over 60 offices in 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

Remote: 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 reports and take action on delinquent accounts, collecting outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy.
• Monitor activities to ensure timely completion.
• Maintain transparent communication 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 and adopt best practices for performance improvement.
• Demonstrate integrity and leadership, aligning with 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; 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.
• Respectful culture and work/life balance.
• Community service commitment.
• Supportive team environment.

Application Process

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

Insurance Office of America is an equal opportunity employer, committed to diversity and inclusion. For more information, visit www.ioausa.com.