Senior Account Manager- Commercial- Remote

Community Options, Inc.; Providence (RI); Remote; USD 80,000 - 110,000; Full time

Job summary

A leading insurance brokerage seeks a Senior Account Manager to oversee a portfolio of clients focused on General Construction and Non-profits. This remote role involves managing accounts, providing excellent customer service, and ensuring client needs are met effectively. The ideal candidate will have robust experience in account management, with a commitment to integrity and leadership aligned with company values.

Benefits

Competitive salary and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick leave

401K with employer match

Opportunities for professional growth

Respectful culture and work/life balance

Supportive team environment

Qualifications

• 5+ years of account management experience or 7+ years in insurance.
• Thorough knowledge of insurance brokerage and client needs.
• Active licensing preferred (CIC or equivalent).

Responsibilities

• Manage assigned book of business and ensure account retention.
• Coordinate customer service activities and resolve complex issues.
• Conduct client research and prepare submissions.

Skills

Analytical skills

Problem-solving

Decision-making

Customer service

Communication

Multitasking

Organizational skills

Education

High School Diploma or equivalent

Tools

MS Office

Job description

Senior Account Manager - Commercial Lines (Remote)

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 over 1,300 associates across more than 60 offices in the U.S. and the 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 (Central and Eastern Time Zones only) | Based out of Longwood, FL | Book Focus: General Construction, Non-profits, Real Estate, Manufacturing

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations at ioausa.com/locations.

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 industry expertise and technical competence.
• Lead the daily activities 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, follow up 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.
• Communicate regularly with the team regarding workload and issues.
• Deliver excellent service, anticipate client needs, and respond promptly.
• Stay updated on company policies and procedures.
• Seek and implement best practices for performance improvement.
• Demonstrate integrity and leadership in line 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 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 advancement.
• Respectful culture and work/life balance.
• Community service commitment.
• 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.

Visit our website

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Sales and Business Development
• Industry: Insurance