Senior Account Manager- Commercial Insurance
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. Serve as a subject matter expert for the account management team. This role requires a high degree of technical competence and industry expertise. The Senior Account Manager will direct daily activities and workflow of the account management team, handle customer service requests, policy administration, billing, claims, and coverage analysis. They will manage policy expirations and renewals, conduct client research, prepare submissions, negotiate coverages, and present proposals. Additionally, the role involves monitoring accounts receivable, maintaining agency management systems and carrier/vendor platforms, and ensuring data accuracy. Activity monitoring is crucial to ensure timely completion of tasks. Frequent, transparent communication with the account team regarding workload status and any issues is expected. The Senior Account Manager must deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Staying updated on company policies and procedures, seeking and adopting best practices for continuous improvement, and championing IOA Values with integrity and leadership are also key aspects of this position.
Requirements
- 5 + years of account management experience, or 7 + 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
- Manage an assigned book of business, ensuring account retention and supporting new business.
- Coordinate day-to-day administrative and customer service activities.
- Resolve complex issues, and ensuring no errors or omissions.
- Serve as a subject matter expert for the account management team.
- 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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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
