Senior Account Manager - Commercial Lines

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. Serve as a subject matter expert for the account management team.

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 and manage accounts receivable, collecting outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• 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.
• Champion IOA Values: demonstrate integrity and leadership.

Requirements

• 5+ years of account management experience, or 7+ years in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• 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).

Qualifications

• Required active licensing; professional designation (CIC or equivalent) preferred.

Skills

• Technical competence and industry expertise.
• Team leadership.
• Customer service.
• Policy management.
• Renewal process.
• Accounts receivable.
• System maintenance.
• Activity monitoring.
• Communication.
• Service excellence.
• Policy compliance.
• Continuous improvement.
• Championing IOA values.

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.
• A respectful culture and work/family life balance.
• A community service commitment.
• A supportive team and a rewarding work environment.

Pay

The expected pay range for this position is $80,000.00 - $100,000.00 annually depending on experience, relevant skills, and geographic location.