Overview
Join to apply for the Commercial Lines Account Manager (Fully Remote) role at Insurance Office of America
Title : Account Manager - Commercial Lines
Fully Remote | Supporting : Producer Operations Team | Book Focus : General, Construction (required experience)
Note : If this position is posted as fully remote and / or hybrid, individuals within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity to meet business needs. Our remote work policy requires 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, visit ioausa.com / locations.
About the Role
Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolve complex issues, and ensure 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
3+ years of account management experience, or 5+ years in the insurance industryThorough knowledge of insurance brokerage and client needsActive property & casualty licensing required; professional designation (CIC or equivalent) preferredStrong analytical, problem-solving, and decision-making skillsExceptional customer service, communication, multitasking, and organizational skillsProficiency in MS Office (Outlook, Word, Excel)High School Diploma (or equivalent)What We Offer
Competitive salaries and bonus potentialCompany-paid health insurancePaid holidays, vacations, and sick time401K with employer matchEmployee stock plan participationProfessional growth and career progression opportunitiesRespectful culture and work / family life balanceCommunity service commitmentSupportive teammates and a rewarding work environmentWhat To Expect (Application Process)
30-Minute Phone Screen, Online Assessments, and Interview(s)Salary
The expected pay range for this position is $70,000.00 - $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.
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Location postings for similar roles : Palm Beach, Jupiter, and West Palm Beach, FL.
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