Account Manager (Hybrid or Remote)

Description Job Description: Job Description: Title: Account Manager - Commercial Lines Hybrid (out of our Binghamton / Rochester / Syracuse, NY office) OR Fully Remote (EST locations) Book Focus: Construction, Contractors, Workers Comp.  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 transparent communication with the account team, ensuring all parties are informed of workload status, questions, concerns, and discrepancies. Service Excellence: Deliver excellent service and proactively anticipate client needs. Policy Compliance: Stay updated on company policies and procedures. Champion IOA core values and 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 licensing; professional designation (CIC or equivalent) preferred Strong analytical, problem-solving, and decision-making skills Exceptional customer service, multitasking, and organizational skills Excellent communication 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) Salary Range $60,000.00 to $75,000.00 Salary range variable based on experience. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Created: 2025-03-10