Overview
Senior Account Manager - Commercial Insurance (Remote EST, CST) at Insurance Office of America. This role manages an assigned book of business, ensures account retention, supports new business, coordinates day-to-day administrative and customer service activities, resolves complex issues, and serves as a subject matter expert for the account management team.
Responsibilities
- Technical competence : Maintain a high degree of technical competence and industry expertise.
- Team leadership : Direct daily activities and workflow 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, or 7+ years in the insurance industryThorough knowledge of insurance brokerage and client needsActive 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 90-100K annually, 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.
Additional Details
Seniority level : Mid-Senior levelEmployment type : Full-timeJob function : Sales and Business DevelopmentIndustry : InsuranceJ-18808-Ljbffr