Senior Account Manager - Commercial Lines
Job Overview
Employment Type
Full-time
Compensation
Type:
Salary
Rate:
Range $80,000.00 - $100,000.00
Work Schedule
Standard Hours
Benefits
Competitive salaries
bonus potential
company-paid health insurance
Paid holidays
Paid Vacations
Paid sick time
401k with employer match
Employee stock plan participation
Professional growth opportunities
respectful culture
Work/family life balance
Community service commitment
Supportive teammates
rewarding work environment
Job Description
Insurance Office of America (IOA) is a leading insurance brokerage and risk management firm committed to delivering personalized and comprehensive insurance solutions to clients across various industries. Known for its client-first approach and a strong foundation of integrity and professionalism, IOA caters to a diverse portfolio, including commercial lines such as real estate, habitational, and hotel/motel sectors. As a company focused on maintaining high standards in customer service, professional expertise, and innovation, IOA fosters a workplace culture that values career progression, respect, and work-life balance. The organization places significant emphasis on community service and cultivating a supportive and rewarding environment... Show More
Job Requirements
- High school diploma or equivalent
- 5+ years of account management experience or 7+ years in the insurance industry
- Required active insurance licensing
- Dedicated, distraction-free workspace for remote work
- Residency within 50-mile radius of a branch location (for occasional onsite work if applicable)
- Strong communication and organizational skills
- Proficiency in MS Office applications
Job Qualifications
- 5+ years of account management experience, or 7+ 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
- 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
Expert Level (7+ years)
Job Location
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