Account Manager- Commercial Insurance (Florida only)
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, thorough knowledge of insurance brokerage and client needs, required active licensing, and a professional designation (CIC or equivalent) 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. The role offers 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, a respectful culture and work/family life balance, a community service commitment, and supportive teammates in a rewarding work environment. The expected pay range for this position is $65-85K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer committed to diversity and inclusion. IOA is the fourth largest privately held insurance brokerage in the United States, founded in 1988, and is a 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 in 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.
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
