Senior Account Manager

Insurance Office of America; Oklahoma City (OK); Remote; USD 60,000 - 80,000; Full time

Job summary

A leading insurance brokerage is seeking an experienced Account Manager to oversee a diverse book of business. The ideal candidate will have a strong background in the insurance industry, exceptional customer service skills, and the ability to lead a team effectively. Responsibilities include managing client accounts, ensuring policy compliance, and delivering excellent service. This role offers competitive salaries, company-paid health insurance, and opportunities for professional growth in a supportive work environment.

Benefits

Competitive salaries and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick time

401K with employer match

Employee stock plan participation

Professional growth and career progression opportunities

Respectful culture and work / family life balance

Community service commitment

Supportive teammates and a rewarding work environment

Qualifications

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

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.
• Conduct client research, prepare submissions, negotiate coverages, and present proposals.

Skills

Analytical Skills

Problem-Solving

Decision-Making

Customer Service

Multitasking

Organizational Skills

Education

High School Diploma

Tools

MS Office

Job description

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, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U.S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.

Job Description :

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 day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Serve as a subject matter expert for the account management team.

Key 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.

Ideal Candidate Qualifications :

• 5+ years of account management experience or 7+ years in the insurance industry
• Thorough knowledge of insurance brokerage and client needs
• Required active licensing; professional designation (CIC or equivalent) preferred
• Strong analytical, problem-solving, and decision-making skills
• Exceptional customer service, multitasking, and organizational 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 time
• 401K with employer match
• Employee stock plan participation
• Professional growth and career progression opportunities
• Respectful culture and work / family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment

What to Expect (Application Process) :

• 30-Minute Phone Screen, Online Assessments, and Interview(s)

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