Account Manager – Commercial Insurance

Insurance Office of America

Account Manager managing an assigned book of business for Insurance Office of America. Ensuring account retention and conducting customer service activities for insurance clients.

Posted 7/15/2026full-timeLongwood • Florida, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $59,000 - $71,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in account management and insurance brokerage, with a strong focus on customer service, problem-solving, and effective communication. Proficient in managing policy administration, billing, and claims while ensuring data accuracy and compliance with industry standards.

Highest-signal resume keywords

Account ManagementInsurance Brokerage KnowledgeCustomer Service ExcellenceAnalytical Problem-SolvingActive Licensing (CIC Preferred)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy AdministrationClaims ManagementCoverage AnalysisData AccuracyClient ResearchProposal PresentationAccount RetentionBilling ManagementRenewal ManagementActivity Monitoring

Soft Skills

Communication SkillsMultitaskingOrganizational SkillsLeadershipIntegrity

Tools & Technologies

Agency Management SystemsCarrier/Vendor PlatformsMS Office (Outlook, Word, Excel)

Certifications & Qualifications

Active LicensingCIC (Preferred)

Industry Keywords

Insurance IndustryClient NeedsBest PracticesCustomer Service RequestsDelinquent Accounts

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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