Insurance Office of America logo

Account Manager - Commercial Lines (Real Estate, Habitational, Hotels)

Cleburne, TX, USA|Remote, Onsite

Job Overview

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Employment Type

Full-time
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Compensation

Salary
Range $70,000.00 - $85,000.00
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Work Schedule

Standard Hours
Flexible
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Benefits

Paid holidays
Health Insurance
401(k) matching

Job Description

Insurance Office of America (IOA) is a nationally recognized independent insurance agency that has been serving clients since 1971. With a strong commitment to delivering personalized and comprehensive insurance solutions, IOA specializes in commercial and personal insurance products. The company has built a reputation for excellence by focusing on industry expertise, innovative service delivery, and customer satisfaction. IOA operates through a network of branch offices across the United States, supported by dedicated teams of insurance professionals. Their client base ranges from small businesses to large organizations, with a focus on sectors such as real estate, habitational properties, and hospitality including hotels.

The role of Account Manager - Commercial Lines within Insurance Office of America offers an exciting opportunity for experienced insurance professionals to manage and grow a specialized book of business focused on real estate, habitational, property, and hotel accounts. This position is designed for candidates based in EST or CST time zones and offers a fully remote work mode, utilizing digital platforms to maintain communication and perform essential account management tasks. Candidates should expect a dynamic environment where they will coordinate day-to-day administrative and customer service functions, resolve complex issues involving policy administration, billing, claims, and coverage analysis, and maintain strong client relationships to support account retention and new business development.

In this position, the Account Manager will lead the account management team’s daily activities, ensuring technical competence and adherence to industry standards. They will be responsible for managing policy expirations and renewals by performing thorough client research, preparing submissions, negotiating coverages, and presenting proposals to clients. Additionally, they will monitor accounts receivable to ensure timely collection of outstanding balances and maintain accuracy in agency management systems and carrier/vendor platforms. Effective communication with the account team and clients is critical, fostering transparency regarding workload and service updates. The role emphasizes service excellence, integrity, leadership, and continuous improvement, aligned with IOA’s core values.

The ideal candidate for this role will possess over three years of experience in account management or at least five years in the insurance industry. Strong knowledge of insurance brokerage operations and client needs is essential, and active licensing is required with professional designations like CIC being preferred. Exceptional analytical skills, problem-solving ability, and decision-making capabilities are highly valued. The role requires outstanding interpersonal skills, including communication, multitasking, and organization, alongside proficiency in MS Office applications such as Outlook, Word, and Excel. A high school diploma or equivalent is the minimum educational requirement. This position offers a competitive annual salary range between $70,000 and $85,000, based on experience, skills, and geographic location.

Insurance Office of America fosters a supportive work environment with a respectful culture that values work-life balance and community engagement. They provide employees with competitive salaries, bonuses, company-paid health insurance, paid time off including holidays, vacations, and sick leave, a 401K plan with employer match, and significant opportunities for professional development and career progression. The company promotes diversity and inclusion, encouraging candidates from all backgrounds to apply. The application process typically includes a 30-minute phone screen, online assessments, and interviews to ensure the perfect candidate fit for the team and company mission.

Job Requirements

  • 3+ years of account management experience or 5+ years in the insurance industry
  • active insurance licensing
  • high school diploma or equivalent
  • proficiency in MS Office applications
  • strong communication and multitasking skills
  • ability to work remotely in EST or CST time zones
  • dedicated, distraction-free workspace
  • commitment to service excellence and continuous improvement

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

  • 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

Job Criteria

Experience

Mid Level (3-7 years)


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