Senior Account Manager- Commercial Insurance (Remote with some travel)
Job 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, and ensuring no errors or omissions. Serve as a subject matter expert for the account management team.
Work Mode
Remote with occasional travel requirements | Location / Supporting : Longwood, FL | Book Focus : Construction, Contractors, Hospitality, Manufacturing, Aerospace
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.
Key Responsibilities
- Maintain a high degree of technical competence and industry expertise.
- Direct daily activities and workflow 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.
Ideal Candidate Qualifications
5+ years of account management experience, or 7+ years in the insurance industryThorough knowledge of insurance brokerage and client needsRequired active licensing; 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 environmentInsurance 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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