Senior Account Manager - Commercial Lines - Generalist Book

Insurance Office of America; Montgomery (AL); Remote; USD 50,000 - 70,000; Full time

Job summary

A leading insurance brokerage is seeking an Account Manager to manage client accounts, ensuring retention and service excellence. The ideal candidate will have extensive experience in account management or the insurance industry, strong analytical skills, and a commitment to delivering exceptional customer service. This fully remote role offers a supportive work environment, competitive salary, and opportunities for professional growth.

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

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.
• Handle customer service requests, policy administration, and claims.
• Monitor and maintain activity to ensure timely completion.

Skills

Analytical

Problem-Solving

Communication

Multitasking

Organizational

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 :

Fully remote | Book Focus : (Generalist)

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.

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

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.

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