Commercial Lines Account Manager

February 14

🐊 Florida – Remote

Although this job is listed in Florida, this company may be open to hiring remote in other states.

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

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Insurance Office of America

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Insurance Office of America is a leading independent insurance agency providing a wide range of business and personal insurance solutions. With a strong focus on risk management, IOA offers specialized coverages, including but not limited to, workers' compensation, cyber liability, and commercial property insurance, tailored to various industries such as healthcare, construction, and retail. The agency prides itself on its expertise and customer service, aiming to give clients peace of mind through comprehensive risk strategies and personalized insurance plans.

Bonds • Commercial Insurance • Group Benefits • Individual Benefits • Personal Insurance

1001 - 5000 employees

Founded 1988

💸 Finance

📋 Description

• 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. • 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.

🎯 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)

🏖️ Benefits

• 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