Commercial Insurance Account Manager (Central or Mountain Time Zone)
About The Position
This is a fully remote position for candidates located in the Central or Mountain Time Zones. The role supports Shared Services, providing temporary service support to other IOA account teams and account management support to new producers during their first 3-6 months. The ideal candidate will have experience in construction/contractor and real estate industries. Please note that if an individual resides within a 50-mile radius of a branch location, they may be required to work onsite in a hybrid capacity due to business needs. Remote work requires a dedicated, distraction-free workspace and is not a substitute for personal responsibilities during working hours. The Account Manager will manage an assigned book of business, ensuring account retention and supporting new business. This involves coordinating day-to-day administrative and customer service activities, resolving complex issues, and ensuring accuracy.
Requirements
- 5 years of account management experience
- Thorough knowledge of insurance brokerage and client needs
- Required active licensing
- Proficiency in MS Office (Outlook, Word, Excel)
- High School Diploma (or equivalent)
Nice To Haves
- construction / contractor experience
- real estate experience
- professional designation (CIC or equivalent) preferred
- Strong analytical, problem-solving, and decision-making skills
- Exceptional customer service, communication, multitasking, and organizational skills
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.
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
