Account Manager - Commercial Lines

Overview

Account Manager - Commercial Lines at Insurance Office of America

Fully Remote | Book Focus : Hospitality

Please note : If this position is posted as fully remote and / or hybrid, 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

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.

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

What We Offer

What To Expect (Application Process)

Salary Range

The expected pay range for this position is $70,000 to $80,000 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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