Senior Account Manager - Commercial Lines
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<p style="text-align:left"><u><b>Job Description:</b></u></p><p style="text-align:inherit"></p><div><div><p><b><span>Title:<span> </span></span><span>Senior A</span><span>ccount Manager - Commercial Lines</span></b><span><span> </span></span><br><b><span>Fully Remote:<span> </span></span></b><span><span>Eastern or Central Time Zones</span></span><b><span><span> </span>| Location:<span> </span></span></b><span><span>Longwood, FL</span></span><b><span><span> </span><br>Book Focus:</span></b><span><span> Contractors, Construction, Hospitality, Real Estate, General</span></span></p><p><span><span><b>Requirement: </b>active property & casualty license</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></p></div><div><p><span><span> </span></span><br><b><span>About the Role:</span></b><span><span><span> </span></span><span>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.</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> Maintain a high degree of technical competence and industry expertise.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Team Leadership:</span></b><span><span> Direct daily activities and workflow 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> 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> 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> 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 take action 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>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>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>I</span><span>deal Candidate<span> </span></span><span>Qualifications:</span></b><span> </span></p></div><div><ul><li><p><span><span>5</span><span>+ years of account management experience</span><span>,<span> </span></span><span>or<span> </span></span><span>7</span><span>+ 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><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><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<span> </span></span><span>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><span>The expected pay range for this position is $80,000.00 - $100,000.00 annually depending on experience, relevant skills, and geographic location.</span></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>