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Account Manager - Commercial Lines

Insurance Office of America (IOA)
Posted 2 months ago, valid for 14 days
Location

Bonita Springs, FL 34134, US

Salary

$33.85 - $40.63 per hour

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Contract type

Full Time

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Sonic Summary

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  • The Account Manager - Commercial Lines position is fully remote for residents of Alabama, Florida, Georgia, North Carolina, and South Carolina.
  • Candidates should have a minimum of 3 years of account management experience or 5 years in the insurance industry, along with active Property & Casualty licensing.
  • The role involves managing a book of business, ensuring account retention, and overseeing customer service activities, including policy management and claims.
  • The position offers competitive salaries, bonus potential, and benefits such as company-paid health insurance and a 401K with employer match.
  • Ideal candidates will possess strong analytical, communication, and organizational skills, with a focus on delivering excellent customer service.

Title: Account Manager - Commercial Lines. Fully Remote: Alabama, Florida, Georgia, North Carolina, and South Carolina residents. Book Focus: General. About the Role: 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. Key Responsibilities: Technical Competence: Maintain technical competence and industry expertise. Team Leadership: Direct daily activities of the account management team. Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. Policy Management: Manage policy expirations and renewals. Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance: Stay updated on company policies and procedures. Continuous Improvement: Seek and adopt best practices to improve individual and team performance. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 3+ years of account management experience, or 5+ years in the insurance industry. Thorough knowledge of insurance brokerage and client needs. Required active Property & Casualty licensing; professional designation (CIC or equivalent) preferred. 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). What We Offer: 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. What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s). Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.




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