高级客户经理-商业保险

Job Description:

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)

Salary Range
The expected pay range for this position is 90-110K 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.
Originally posted on Himalayas