Senior Account Manager focusing on commercial lines within real estate. Managing account retention, customer service, and administrative activities for IOA.
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
5+ years of account management experience, or 7+ 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
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
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