Senior Account Manager - Commercial Lines

Senior Account Manager - Commercial Lines

Insurance Office of America

Fully Remote | Book Focus:
Real Estate

Applicants may be required to work onsite in a hybrid capacity if residing within a 50-mile radius of a branch location due to occasional on‑site needs. All remote workers must maintain a dedicated workspace that is free from distractions and not substitute for personal responsibilities such as childcare. For branch location details, visit

Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day‑to‑day administrative and customer service activities, resolve complex issues, and ensure no errors or omissions.

• Maintain technical competence and industry expertise.
• Direct daily activities 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 accounts receivable reports and collect outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy.
• Monitor activity and suspense to ensure timely completion.
• Communicate frequently and transparently with the account team about workload status.
• Deliver excellent service, anticipate needs, and respond quickly.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve individual and team performance.
• Demonstrate integrity and leadership as an IOA champion.

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

• Competitive salaries and bonus potential.
• Company‑paid health insurance.
• Paid holidays, vacations, and sick time.
• 401(k) 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.

• 30‑Minute Phone Screen, Online Assessments, and Interview(s).

The expected pay range for this position is $70,000 to $90,000 per year, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Mid‑Senior level

Full‑time

Sales and Business Development

Insurance