Senior Account Manager- Commercial Insurance (Remote)

Position Overview

The Senior Account Manager - Commercial Lines manages an assigned book of business—focusing on Contractors, Property, and Mid Market to Large Accounts—to ensure account retention and support new business. This role is primarily remote (Eastern and Central Time Zones Only) with occasional on‐site requirements near branch locations in Longwood, FL. Please note that remote work requires a dedicated, distraction-free workspace, and candidates residing within a 50-mile radius of a branch may be required to work onsite as needed.

Key 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 to ensure data accuracy.
• Monitor and maintain activity/suspense to ensure timely completion of tasks.
• Ensure frequent, transparent communication with the account team regarding workload and issues.
• Deliver excellent service by proactively anticipating client needs and responding promptly.
• Stay updated on company policies and procedures.
• Seek and implement best practices to improve both individual and team performance.
• Champion IOA values by demonstrating integrity and leadership.

Required Qualifications

• 5+ years of account management experience, or 7+ years in the insurance industry.
• Thorough knowledge of insurance brokerage and understanding of client needs.
• Active licensing is required (professional designation such as CIC is preferred).
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional customer service, communication, multitasking, and organizational abilities.
• Proficiency in MS Office, including Outlook, Word, and Excel.
• High School Diploma or equivalent.

Benefits & Perks

• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Employee stock plan participation
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment
• Compensation: 80-105K annually