Account Manager/CSR managing new and renewal insurance accounts in a hybrid US role with flexible work options. Responsible for maintaining relationships with coworkers and carriers.
IA
Hybrid Account Manager – Commercial Insurance
Posted 33 minutes ago
About the role
- Account Manager managing an assigned book of business in commercial insurance at Insurance Office of America. Ensuring retention and supporting new business while providing exceptional customer service and policy management.
Responsibilities
- 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.
- 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 reports and take action on delinquent accounts, collecting outstanding balances.
- Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
- Monitor and maintain activity/suspense to ensure timely completion.
- 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.
- Demonstrate integrity and leadership.
Requirements
- 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, communication, multitasking, and organizational skills
- Proficiency in MS Office (Outlook, Word, Excel)
- High School Diploma (or equivalent)
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
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