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Account Manager- Commercial Insurance (Remote)
<p style="text-align:left"><u><b>Job Description:</b></u></p><p style="text-align:inherit"></p><div><div><p><b><span>Title: Account Manager - Commercial Lines</span></b><span> </span></p></div><div><p><b><span>Work Mode:<span> </span></span></b><span><span>Remote (Eastern and Central Times Zones Only</span></span><b><span><span> </span>| Location/Supporting:<span> </span></span></b><span><span>Tampa, FL</span></span><b><span><span> </span>| Book Focus:<span> </span></span></b><span><span>General, Construction, Contractors</span></span><br><span><span> </span></span><br><i><span>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.<span> </span></span><span>Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.</span><span><span> </span>To view our branch locations, please visit: ioausa.com/locations</span></i><span><span> </span></span><br><span><span> </span></span><br><b><span>About the Role</span><span>:</span></b><span><span> M</span><span>a</span><span>nage an assigned<span> </span></span><span>book of business</span><span>, 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.</span></span><span> </span></p></div><div><p><span><span> </span></span><br><b><span>Key Responsibilities:</span></b><span> </span></p></div><div><ul><li><p><b><span>Technical Competence</span></b><span><span>:<span> </span></span><span>Maintain</span><span><span> </span>technical competence and industry<span> </span></span><span>expertise</span><span>.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Team Leadership</span></b><span><span>:<span> </span></span><span>Direct daily activities of the account management team.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Customer Service</span></b><span><span>:<span> </span></span><span>Handle customer service requests, policy administration, billing, claims, and coverage analysis.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Policy Management</span></b><span><span>:<span> </span></span><span>Manage policy expirations and renewals.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Renewal Process</span></b><span><span>:<span> </span></span><span>Conduct client research, prepare submissions, negotiate coverages, and present proposals.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Accounts Receivable</span></b><span><span>: Monitor reports and<span> </span></span><span>take action</span><span><span> </span>on delinquent accounts, collecting outstanding balances.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>System Maintenance</span></b><span><span>:<span> </span></span><span>Maintain</span><span><span> </span>agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Activity Monitoring:</span></b><span><span> </span><span>Monitor</span><span><span> </span>and maintain activity/suspense to ensure<span> </span></span><span>timely</span><span><span> </span>completion.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Communication:</span></b><span><span> </span><span>Maintain</span><span><span> </span>frequent, transparent communication with the account team<span> </span></span><span>regarding</span><span><span> </span>workload status and any issues.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Service Excellence:</span></b><span><span> Deliver excellent service, proactively<span> </span></span><span>anticipate</span><span><span> </span>needs, and respond quickly to service requests.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Policy Compliance:</span></b><span><span> Stay updated on company policies and procedures.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Continuous Improvement:</span></b><span><span> </span><span>Seek</span><span><span> </span>and adopt best practices to improve individual and team performance.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Champion IOA Values:</span></b><span><span> </span><span>Demonstrate</span><span><span> </span>integrity and leadership.</span></span><span> </span></p></li></ul></div><div><p><span><span> </span></span><br><b><span>Ideal Candidate<span> </span></span><span>Qualifications:</span></b><span> </span></p></div><div><ul><li><p><span><span>3+ years of account management experience</span><span>,<span> </span></span><span>or 5+ years in the insurance industry</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Thorough knowledge of insurance brokerage and client needs</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Required active licensing; professional designation (CIC or equivalent) preferred</span></span><span> </span></p></li></ul></div></div><div><div><ul><li><p><span><span>Strong analytical, problem-solving, and decision-making skills</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Exceptional customer service,<span> </span></span><span>communication,<span> </span></span><span>multitasking, and organizational skills</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Proficiency</span><span><span> </span>in MS Office (Outlook, Word, Excel)</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>High School Diploma (or equivalent)</span></span><span> </span></p></li></ul></div><div><p><span><span> </span></span><br><b><span>What We Offer:</span></b><span> </span></p></div><div><ul><li><p><span><span>Competitive salaries and bonus potential</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Company-paid health insurance</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Paid holidays, vacations, and sick time</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>401K with employer match</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Professional growth and career progression opportunities</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Respectful culture and work/family life balance</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Community service commitment</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Supportive teammates and a rewarding work environment</span></span><span> </span></p></li></ul></div><div><p><span><span> </span></span><br><b><span>What to Expect</span><span><span> </span>(Application Process)</span><span>:</span></b><span> </span></p></div><div><ul><li><p><span><span>30-Minute Phone Screen, Online Assessments, and Interview(s)</span></span><span> </span></p></li></ul></div></div><p style="text-align:inherit"></p><p style="text-align:left"><u><b>Salary Range</b></u></p><p><i>The expected pay range for this position is 60-80K annually, depending on experience, relevant skills, and geographic location.</i></p><p style="text-align:inherit"></p><p style="text-align:left"><span>Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</span></p>