Senior Account Manager- Commercial- Remote

Insurance Office of America; Tampa (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 portfolio, ensuring client satisfaction and retention. This role involves leading the account management team, maintaining high technical competence, and delivering exceptional customer service. You will manage policy expirations, conduct client research, and negotiate coverage proposals, all while fostering a supportive team environment. With opportunities for professional growth and a strong emphasis on work-life balance, this position is perfect for a motivated individual ready to make a significant impact in the insurance sector.

Benefits

Company-paid health insurance

Paid holidays, vacation, and sick leave

401K with employer match

Employee stock plan participation

Opportunities for professional growth

Respectful culture and work/life balance

Community service involvement

Supportive team environment

Qualifications

• 5+ years of account management experience or 7+ years in the insurance industry.
• Active licensing required; professional designation (CIC or equivalent) 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.

Skills

Account Management

Customer Service

Analytical Skills

Problem-Solving

Communication Skills

Multitasking

Organizational Skills

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 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 the 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

Remote Location: 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 high 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 reports and take action on delinquent accounts, collecting 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, proactively anticipate needs, and respond promptly.
• Stay updated on company policies and procedures.
• Seek continuous improvement and adopt best practices.
• Demonstrate integrity and leadership in alignment 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, vacation, and sick leave.
• 401K with employer match.
• Employee stock plan participation.
• Opportunities for professional growth and career progression.
• 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.