Senior Account Manager- Commercial Insurance- Remote
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Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA specializes in property and casualty, employee benefits, personal lines insurance, and risk management solutions, along with insurtech innovation. Headquartered in Longwood, Florida, IOA has over 1,300 associates across more than 60 offices in the U.S. and United Kingdom. For more information, visit www.ioausa.com.
Job Description
Title: Senior Account Manager - Commercial Lines
Location: Remote (Eastern and Central Time zones only). Florida insurance experience required. Based out of Tallahassee, FL. Book focus: Construction, Contractors.
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 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 accounts receivable, report on delinquent accounts, and collect outstanding balances.
- Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy.
- Monitor activity/suspense to ensure timely completion.
- Maintain transparent communication with the team regarding workload and issues.
- Deliver excellent service, anticipate needs, and respond promptly.
- Stay updated on company policies and procedures.
- Seek and implement best practices for performance improvement.
- 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, communication, multitasking, and organizational skills.
- Proficiency in MS Office (Outlook, Word, Excel).
- High School Diploma or equivalent.
What We Offer:
- Competitive salary and bonus potential.
- Company-paid health insurance.
- Paid holidays, vacation, and sick leave.
- 401K with employer match.
- Employee stock plan participation.
- Opportunities for professional growth and career advancement.
- Respectful culture and work/life balance.
- Community service involvement.
- Supportive team environment and rewarding work.
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.
Visit our website.