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Account Manager - Commercial Lines (Real Estate, Habitational, Hotels)
Job Overview
Employment Type
Full-time
Compensation
Salary
Range $70,000.00 - $85,000.00
Work Schedule
Standard Hours
Benefits
Competitive salaries and bonus potential
company-paid health insurance
Paid holidays
Paid Vacations
Paid sick time
401k with employer match
Professional growth opportunities
Respectful culture and work-family life balance
Community service commitment
Supportive teammates and a rewarding work environment
Job Description
Insurance Office of America (IOA) is a leading insurance brokerage and consulting firm dedicated to providing comprehensive insurance solutions across the United States. Established as a trusted partner for clients ranging from individuals to large-scale commercial enterprises, IOA boasts a robust presence with branches nationwide and a commitment to innovation, integrity, and customer service excellence. The company specializes in delivering tailored insurance products that best meet the unique needs of its diverse clientele, empowering them with risk management strategies and protection plans that foster growth and security. IOA is recognized for its respectful culture, emphasis on professional development, work-life balance,... Show More
Job Requirements
- 3+ years of account management experience or 5+ years in the insurance industry
- Thorough knowledge of insurance brokerage and client needs
- Required active licensing
- 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
Job Qualifications
- 3+ years of account management experience or 5+ years in the insurance industry
- Thorough knowledge of insurance brokerage and client needs
- Required active licensing 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
Job Duties
- 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
- Maintain technical competence and industry expertise
- Direct 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 reports and take action on delinquent accounts collecting outstanding balances
- Maintain agency management systems and carrier vendor platforms ensuring data accuracy and completeness
- Monitor and maintain activity suspense to ensure timely completion
- Maintain frequent transparent communication with the account team regarding workload status and any issues
- Deliver excellent service proactively anticipate needs and respond quickly to service requests
- Stay updated on company policies and procedures
- Seek and adopt best practices to improve individual and team performance
- Demonstrate integrity and leadership
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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