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Senior Account Manager- Commercial Insurance

Insurance Office of America

Fort Myers (FL)

Remote

USD 64,000 - 87,000

Full time

6 days ago

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Job summary

An established industry player is seeking a Senior Account Manager for Commercial Insurance. This role involves managing a diverse book of business, ensuring client satisfaction, and leading a dedicated team. The ideal candidate will have extensive experience in account management within the insurance sector, showcasing strong analytical and communication skills. Join a company that values integrity, offers competitive salaries, and promotes professional growth. Enjoy a respectful culture that balances work and family life while contributing to innovative insurance solutions.

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/family life balance

Community service commitment

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, and claims.

Skills

Account Management

Customer Service

Analytical Skills

Problem-Solving

Communication Skills

Organizational Skills

Education

High School Diploma or equivalent

Professional designation (CIC or equivalent)

Tools

MS Office (Outlook, Word, Excel)

Senior Account Manager- Commercial Insurance

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

Senior Account Manager- Commercial Insurance

3 days ago Be among the first 25 applicants

Join to apply for the Senior Account Manager- Commercial Insurance 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, 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

Title: Senior Account Manager - Commercial Lines

Remote with some required in-person meeting | Longwood, FL | Book Focus: General, Contractors, 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.
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
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 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.

https://www.ioausa.com/

Seniority level

Seniority level
Mid-Senior level

Employment type

Employment type
Full-time

Job function

Job function
Sales and Business Development
Industries
Insurance

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