Senior Account Manager (Fully Remote)

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 maintain activity/suspense to ensure timely completion.
• 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 10+ years in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Required active 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).

Qualifications

5+ years of account management experience, or 10+ years in the insurance industry. Thorough knowledge of insurance brokerage and client needs. Required active 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).

Skills

Technical competence, team leadership, customer service, policy management, 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. Respectful culture and work/family life balance. Community service commitment. Supportive teammates 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.