Account Manager Lead- Commercial Insurance
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.1
Reclaim your time by letting our AI handle the grunt work of job searching.
We continuously scan millions of openings to find your top matches.
Job Description
Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.
Job Description:
Title: Account Manager Lead - Commercial Lines
Remote: Florida Residents Only | Based out of Longwood, FL | Book Focus: Agriculture
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations
About the Role: Work with Account Executive (AE) or Producer to manage an assigned book of business, increase account retention, and support new business. Ensure compliance with industry and company guidelines, meeting all performance requirements regarding production and quality. Coordinate and execute day-to-day administrative and customer service activities for assigned accounts, resolving complex issues. Additionally, direct daily activities, workflow, team communication, support, training, and development under Operations Leadership, ensuring no liability associated with errors and omissions occurs.
Key Responsibilities:
Technical Competence: Maintain high technical competence and industry expertise.
Discretion and Judgment: Ensure beneficial outcomes using discretion and judgment.
Team Leadership: Direct daily activities and workflow of the team.
Performance Monitoring: Assist in monitoring team performance and recommend corrective actions.
Training and Development: Provide training, mentoring, and professional development.
Team Meetings: Schedule and facilitate brief team meetings.
Performance Evaluation: Provide feedback for team member evaluations.
Policy Implementation: Implement and enforce company policies and procedures.
Compliance: Ensure compliance with core work processes and best practices.
Employee Selection: Participate in interviewing and hiring recommendations.
Customer Service and Account Management: Manage various customer service and account management tasks.
Policy Management: Manage policy expirations and renewals.
Renewal Process: Manage policy renewal process with AM, AE, and/or Producer.
Accounts Receivable: Monitor and act on delinquent accounts.
System Maintenance: Maintain data accuracy in agency management systems.
Activity Monitoring: Ensure timely completion of activities.
Communication: Maintain transparent communication with the account team.
Service Excellence: Deliver excellent service, anticipate needs, and respond quickly.
Ideal Candidate Qualifications:
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)
What We Offer:
Competitive salaries and bonus potential
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
What to Expect (Application Process):
30-Minute Phone Screen, Online Assessments, and Interview(s).
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.