Senior Account Manager- Commercial- Remote

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

Job summary

A forward-thinking company is seeking a Senior Account Manager to oversee a diverse portfolio in commercial lines. This role involves managing client relationships, ensuring account retention, and providing exceptional service. The ideal candidate will bring over 5 years of account management experience, strong analytical skills, and a commitment to excellence. Join a supportive team environment that values professional growth and work-life balance, while contributing to a culture of respect and community service. If you're ready to make a meaningful impact in the insurance industry, this opportunity is perfect for you.

Benefits

Competitive salaries and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick time

401K with employer match

Employee stock plan participation

Opportunities for professional growth

Respectful culture supporting work/life balance

Community service involvement

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, claims, and coverage analysis.

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)

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 specializes in property and casualty, employee benefits, and personal lines insurance, along with risk management solutions and insurtech innovation. Headquartered in Longwood, Florida, IOA has over 1,300 associates across more than 60 offices in the U.S. and the U.K. In California, it operates as IOA Insurance Services. For more information, visit www.ioausa.com.

Job Description

Title: Senior Account Manager - Commercial Lines

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 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 and take action on delinquent accounts.
• 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 continuous improvement and adopt best practices.
• Demonstrate integrity and leadership, aligning with 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.
• Opportunities for professional growth and career advancement.
• Respectful culture supporting 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, committed to diversity and inclusion. For more information, visit www.ioausa.com.