Senior Account Manager

Insurance Office of America; Oldsmar (FL); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player in the insurance sector is seeking a dedicated Account Manager to oversee a diverse book of business. This fully remote role offers the opportunity to lead a team, ensure exceptional customer service, and manage policy compliance. The ideal candidate will have a strong background in account management or the insurance field, with a focus on delivering service excellence and continuous improvement. Join a supportive team that values integrity, professional growth, and work-life balance while making a significant impact in the industry.

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 opportunities

Respectful culture and work-life balance

Community service commitment

Supportive teammates

Rewarding work environment

Qualifications

• 3+ years of account management experience or 5+ years in the insurance industry.
• Required 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

Account Management

Customer Service

Analytical Skills

Problem-Solving

Communication Skills

Multitasking

Organizational Skills

Technical Competence

Education

High School Diploma or equivalent

Tools

MS Office (Outlook, Word, Excel)

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 the United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.

Job Description:

Fully Remote (Florida) | based out of Longwood, FL | Book Focus: General

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, resolve complex issues, and ensure no errors or omissions.

Key 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.

Ideal Candidate Qualifications:

• 3+ years of account management experience or 5+ 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, communication, 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

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.