Job Description:
Title: Account Manager - Commercial Lines
Fully Remote:
candidates in Central or Mountain Time Zones
Supporting:
Shared Services – provides temporary service support to IOA account teams and producers, focusing on account management and service during transition and growth periods.
Seeking:
construction / contractor experience & real estate experience
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
:
M
a
nage 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.
Key Responsibilities:
Technical Competence
:
Maintain
technical competence and industry
expertise
.
Team Leadership
:
Direct daily activities 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.
Activity Monitoring:
Monitor and
maintain
activity/suspense to ensure
timely
completion.
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
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)
What We Offer:
Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
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 $70,000.00 to $90,000.00 per year, 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.