Account Manager - Commercial Insurance (Eastern or Central Time Zones)
About The Position
The Account Manager - Commercial Lines role is a fully remote position supporting Shared Services. This role focuses on providing temporary service support to IOA account teams and producers, particularly during transition and growth periods. The position requires managing an assigned book of business to ensure account retention and support new business acquisition. Key responsibilities include coordinating daily administrative and customer service activities, resolving complex issues, and ensuring accuracy in all transactions. The role also involves managing policy expirations and renewals, conducting client research, preparing submissions, negotiating coverages, and presenting proposals. Additionally, the Account Manager will monitor accounts receivable, maintain agency management systems and carrier platforms, and ensure timely completion of activities. Frequent and transparent communication with the account team regarding workload and issues is essential. The ideal candidate will deliver excellent service, anticipate client needs, and respond promptly to service requests, while staying updated on company policies and seeking continuous improvement.
Requirements
- 5 years of account management experience
- Thorough knowledge of insurance brokerage and client needs
- Required active P&C license
- Construction / contractor experience
- 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)
- Applicants must reside in Eastern or Central Time Zones.
- Must have a dedicated, distraction-free workspace.
- Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.
Nice To Haves
- Professional designation (CIC or equivalent) preferred
Responsibilities
- Manage an assigned book of business, ensuring account retention and supporting new business.
- Coordinate day-to-day administrative and customer service activities.
- Resolve complex issues and ensure no errors or omissions.
- Handle customer service requests, policy administration, billing, claims, and coverage analysis.
- Manage policy expirations and renewals.
- Conduct client research, prepare submissions, negotiate coverages, and present proposals.
- Monitor reports and take action on delinquent accounts, collecting outstanding balances.
- Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
- Monitor and maintain activity/suspense to ensure timely completion.
- Maintain frequent, transparent communication with the account team regarding workload status and any issues.
- Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
- Stay updated on company policies and procedures.
- Seek and adopt best practices to improve individual and team performance.
- Demonstrate integrity and leadership.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
