Insurance Office of America
Senior Account Manager- Commercial Insurance (Remote with some travel)
Insurance Office of America, Key West, Florida, us, 33045
Senior Account Manager - Commercial Insurance (Remote with some travel)
Title:
Senior Account Manager - Commercial Lines
Work Mode:
Remote with occasional travel |
Location/Supporting:
Longwood, FL |
Book Focus:
Construction, Contractors, Hospitality, Manufacturing, Aerospace
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 as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations
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. Serve as a subject matter expert for the account management team.
Key Responsibilities
Technical Competence: Maintain a high degree of technical competence and industry expertise.
Team Leadership: Direct daily activities and workflow 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.
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
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, 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)
Salary Range The expected pay range for this position is 75-100K annually, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Seniority level:
Mid-Senior level
Employment type:
Full-time
Job function:
Sales and Business Development
Industries:
Insurance
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Senior Account Manager - Commercial Lines
Work Mode:
Remote with occasional travel |
Location/Supporting:
Longwood, FL |
Book Focus:
Construction, Contractors, Hospitality, Manufacturing, Aerospace
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 as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations
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. Serve as a subject matter expert for the account management team.
Key Responsibilities
Technical Competence: Maintain a high degree of technical competence and industry expertise.
Team Leadership: Direct daily activities and workflow 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.
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
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, 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)
Salary Range The expected pay range for this position is 75-100K annually, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Seniority level:
Mid-Senior level
Employment type:
Full-time
Job function:
Sales and Business Development
Industries:
Insurance
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr