Account Manager Associate – Commercial Lines

Insurance Office of America

Account Manager Associate providing customer service support for insurance accounts at Insurance Office of America. Working remotely with occasional office interaction, ensuring quality standards and service excellence.

Posted 7/18/2026full-timeAtlanta • Pennsylvania, Tennessee, Virginia, Wisconsin • 🇺🇸 United StatesJuniorMid-Level💰 $55,000 - $65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates extensive customer service expertise in the insurance industry, with strong analytical and problem-solving skills. Proficient in managing accounts, policy administration, and maintaining data accuracy within agency management systems.

Highest-signal resume keywords

Customer Service ExperienceInsurance Brokerage KnowledgeActive LicensingMS Office ProficiencyAnalytical Problem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy AdministrationClaims ManagementCoverage AnalysisLoss Run AnalysisProposal PreparationContract ReviewData Accuracy MaintenanceAccount Management

Soft Skills

Communication SkillsMultitaskingOrganizational SkillsLeadershipIntegrity

Tools & Technologies

Agency Management SystemsCarrier/Vendor Platforms

Certifications & Qualifications

Active LicensingProfessional Designation Preferred

Industry Keywords

Insurance IndustryClient NeedsCustomer Service SupportProduction StandardsQuality Standards

About the role

Key responsibilities & impact

Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts
Work with minimal direction from an Account Manager (AM), Account Executive (AE), or Producer
Ensure production and quality standards are met while safeguarding against liability associated with errors and omissions
Independently resolve moderately complex customer service problems and manage smaller-sized accounts
Maintain technical competence and industry expertise
Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate
Handle customer service requests, policy administration, billing, claims, and coverage analysis
Manage policy expirations and renewals
Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance
Process tasks accurately and within required timeframes
Assist in reviewing contracts to ensure proper coverages are included
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

7+ years of customer service experience in the insurance industry
Thorough knowledge of insurance brokerage and client needs
Required active licensing; professional designation 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