Senior Account Manager – Commercial Insurance

🔥 19 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

💵 $80k - $95k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

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Insurance Office of America

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1988

💼 Consulting

🏥 Healthcare

🛡️ Insurance

Consulting • Healthcare • Insurance

Insurance Office of America is a comprehensive insurance agency providing a wide range of insurance services to businesses and individuals. The company offers business insurance coverages such as casualty, commercial auto, construction, cyber liability, and many more. They also provide personal insurance options including vehicle insurance, property insurance, and life and disability insurance. Additionally, IOA specializes in risk management and offers various employee benefits and retirement planning services. Their mission is to focus on clients' risks so they can pursue their dreams with peace of mind. With more than 60 locations and 72,000 clients, Insurance Office of America is one of the largest privately held independent agencies in the US.

📋 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. • 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.

🎯 Requirements

• 5 + years of account management experience, or 7 + years in the insurance industry • Thorough knowledge of insurance brokerage and client needs • Required active licensing; professional designation (CIC or equivalent) preferred • 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)

🏖️ Benefits

• Competitive salaries and bonus potential • Company-paid health insurance • Paid holidays, vacations, and sick time • 401K with employer match • Professional growth and career progression opportunities • Respectful culture and work/family life balance • Community service commitment • Supportive teammates and a rewarding work environment