Senior Account Manager - Commercial Lines

Insurance Office of AmericaOviedo, SC
Hybrid

About The Position

This role involves managing an assigned book of business, focusing on account retention and supporting new business acquisition. The Senior Account Manager will coordinate daily administrative and customer service activities, resolve complex issues, and ensure accuracy in all transactions. This position also serves as a subject matter expert for the account management team. The role can be hybrid, with 1-2 days required in the Columbia, SC office, or fully remote for applicants in the Eastern and Central Time Zones. A generalist book focus with an emphasis on contractors is expected, and an active P&C license is required. Remote employees must have a dedicated, distraction-free workspace and understand that remote work is not a substitute for personal responsibilities during working hours.

Requirements

  • 5+ years of account management experience, or 7+ years in the insurance industry
  • Thorough knowledge of insurance brokerage and client needs
  • Required active property & casualty licensing
  • Proficiency in MS Office (Outlook, Word, Excel)
  • High School Diploma (or equivalent)

Nice To Haves

  • Professional designation (CISR, CRIS, CIC, CPCU or equivalent) strongly preferred
  • Strong analytical, problem-solving, and decision-making skills
  • Exceptional customer service, communication, multitasking, and organizational skills

Responsibilities

  • Maintain a high degree of technical competence and industry expertise.
  • Direct daily activities and workflow 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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