Account Manager - Commercial Insurance
About The Position
The Account Manager will manage an assigned book of business, ensuring account retention and supporting new business. This role involves coordinating day-to-day administrative and customer service activities, resolving complex issues, and ensuring accuracy in all transactions. The position requires maintaining technical competence and industry expertise, directing the account management team, and handling all aspects of customer service, policy administration, billing, claims, and coverage analysis. Key responsibilities include managing policy expirations and renewals, conducting client research, preparing submissions, negotiating coverages, and presenting proposals. The role also involves monitoring accounts receivable, maintaining agency management systems, ensuring data accuracy, and monitoring activity to ensure timely completion. Frequent and transparent communication with the account team regarding workload and issues is essential, as is delivering excellent service and proactively anticipating client needs. Staying updated on company policies and procedures and seeking best practices for continuous improvement are also key. The ideal candidate will champion IOA Values, demonstrating integrity and leadership.
Requirements
- 3+ years of account management experience, or 5+ years in the insurance industry
- Thorough knowledge of insurance brokerage and client needs
- Required active P&C license
- 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.
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
