Senior Account Manager- Commercial- Remote

Insurance Office of America; Ocala (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 a remote capacity. This role is pivotal in ensuring client satisfaction and retention, while also supporting new business initiatives. The ideal candidate will possess extensive experience in account management or the insurance sector, demonstrating strong analytical and communication skills. With a commitment to professional growth and a supportive team environment, this position offers a competitive salary and comprehensive benefits, making it an exciting opportunity for those looking to advance their careers in a dynamic field.

Benefits

Company-paid health insurance

Paid holidays, vacations, and sick leave

401K with employer match

Employee stock plan participation

Opportunities for professional growth

Respectful culture balancing work and family life

Community service involvement

Supportive team environment

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 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.
• Lead daily activities and workflow of the account management team.

Skills

Account Management

Customer Service

Analytical Skills

Problem-Solving

Communication

Education

High School Diploma or equivalent

Tools

MS Office (Outlook, Word, Excel)

Job description

Senior Account Manager- Commercial- Remote

Join to apply for the Senior Account Manager- Commercial- Remote 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 provides property and casualty, employee benefits, and 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. In California, it operates as IOA Insurance Services. For more information, visit www.ioausa.com.

Job Description

Title: Senior Account Manager - Commercial Lines
Location: Remote (Central and Eastern Time Zones only), based out of Longwood, FL
Book Focus: General Construction, Non-profits, Real Estate, Manufacturing

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 serve as a subject matter expert for the 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 and follow up on delinquent accounts.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy.
• Monitor activity/suspense to ensure timely completion.
• Communicate regularly with the team regarding workload and issues.
• Deliver excellent service, anticipate needs, and respond promptly.
• Stay updated on company policies and procedures.
• Seek continuous improvement and adopt best practices.
• 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 abilities.
• 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, vacations, and sick leave.
• 401K with employer match.
• Employee stock plan participation.
• Opportunities for professional growth and career progression.
• Respectful culture balancing work and family life.
• 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, committed to diversity and inclusion. For more information, visit www.ioausa.com.