Senior Account Manager- Commercial Insurance

Insurance Office of America; Saint Petersburg (FL); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Account Manager to oversee a diverse book of business in commercial insurance. This role emphasizes account retention, customer service excellence, and team leadership. With a commitment to professional growth, the company offers competitive salaries, health benefits, and a supportive work environment. As a key player, you'll manage complex client needs, ensuring seamless operations and fostering strong relationships. If you're passionate about insurance and looking to make an impact, this opportunity is perfect for you.

Benefits

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.
• Active licensing required; 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

Organizational Skills

Education

High School Diploma or equivalent

Tools

MS Office (Outlook, Word, Excel)

Job description

Senior Account Manager- Commercial Insurance

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, IOA has more than 1,300 associates across 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
Location: Remote with some required in-person meetings | 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

• Maintain a high degree of technical competence and industry expertise.
• Direct 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 and completeness.
• Monitor and maintain activity/suspense to ensure timely completion.
• Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve individual and team performance.
• 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 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.
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