Insurance Office of America (IOA) is hiring an Account Manager - Commercial Lines to manage an assigned book of business, ensuring account retention and supporting new business growth. You will coordinate day-to-day administrative and customer service activities while resolving complex client issues.
What You'll Do
- 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 accounts receivable 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 in line with company values.
What We're Looking For
- 3+ years of account management experience, or 5+ years in the insurance industry.
- Thorough knowledge of insurance brokerage and client needs.
- Active Property & Casualty licensing.
- 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).
Nice to Have
- Professional designation (CIC or equivalent).
Technical Stack
- MS Office (Outlook, Word, Excel)
- Agency management systems
- Carrier/vendor platforms
Team & Environment
You will be part of an account management team, collaborating to deliver excellent client service.
Benefits & Compensation
- 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 rewarding work environment
- Compensation: $70,000.00 - $80,000.00 per hour/year
Work Mode
This role operates in a hybrid mode and is open to remote candidates residing in Florida, with a company location in Boca Raton, FL.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
