Account Manager- Commercial Insurance (Hospitality)

Insurance Office of America•Winter Garden, FL

1d•$65,000 - $85,000•Hybrid

About The Position

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. The ideal candidate will have 3+ years of account management experience or 5+ years in the insurance industry, with thorough knowledge of insurance brokerage and client needs. Required active licensing and a professional designation (CIC or equivalent) are preferred. Strong analytical, problem-solving, and decision-making skills are essential, along with exceptional customer service, communication, multitasking, and organizational skills. Proficiency in MS Office (Outlook, Word, Excel) and a High School Diploma (or equivalent) are also required. Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States, founded in 1988. IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions, as well as insurtech innovation. Headquartered in Longwood, Florida, IOA has over 1,300 associates in more than 60 offices across the U.S. and the United Kingdom.

Requirements

3+ years of account management experience, or 5+ years in the insurance industry
Thorough knowledge of insurance brokerage and client needs
Required active licensing
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)

Nice To Haves

Professional designation (CIC or equivalent) preferred

Responsibilities

Maintain technical competence and industry expertise.
Direct daily activities of the account management team.
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.