Account Manager - Commercial Lines

About This Role

Manage an assigned book of commercial lines business, handling account retention and supporting new sales. Coordinate day-to-day administrative tasks, address complex issues, and ensure accurate record-keeping to maintain client satisfaction.

Responsibilities

• Maintain technical competence and industry expertise in commercial insurance
• 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 for renewals
• Monitor accounts receivable 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 of tasks
• Maintain frequent, transparent communication with the account team regarding workload status and 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, championing IOA Values

Requirements

• 3+ years of account management experience OR 5+ years in the insurance industry
• Thorough knowledge of insurance brokerage and client needs
• Active insurance licensing
• Florida Insurance Experience
• Proficiency in MS Office (Outlook, Word, Excel)

Qualifications

• High School Diploma (or equivalent)
• 3+ years of account management experience, or 5+ years in the insurance industry, with thorough knowledge of insurance brokerage and client needs.

Nice to Have

• Professional designation (CIC or equivalent)

Skills

* Required skills

Benefits