Title:Senior Account Manager - Commercial Lines
Work Mode: Remote Eastern and Central Times Zones Only | Location/Supporting: Longwood, FL | Book Focus: General Book
 
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. 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. Serve as a subject matter expert for the account management team.

Key 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.

• 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 CandidateQualifications:

• 5+ years of account management experience,or7+ 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)

What We Offer:

• 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

Whatto Expect(Application Process):

• 30-Minute Phone Screen, Online Assessments, and Interview(s)