Title:Senior Account Manager - Commercial Lines
Fully Remote: for candidates in Eastern or Central Time Zones
Supporting: Columbia, SC region | Book Focus: Large Accounts - Hospitality, Private Equity, Property
Requirement: active P&C license, Seeking: 10+ years of commercial lines experience, CIC or CPCU designation preferred
 
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, proactivelyanticipateneeds, 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 10+ 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

• Proficiencyin 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

What to Expect (Application Process): 

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