Account Manager - Commercial Lines (Hybrid/Remote)

Job Description:

Title: Account Manager - Commercial Lines 

Hybrid Preferred: 1-2 days out of our Columbia, SC office
Open to Fully Remote: Georgia, North Carolina, South Carolina, Tennessee residents
Book Focus: General, Construction, Contractors, Hospitality, Real Estate
 
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: 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. 

 
Key Responsibilities: 

• Technical Competence: Maintain technical competence and industry expertise. 

• Team Leadership: Direct daily activities of the account management team. 

• Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. 

• Policy Management: Manage policy expirations and renewals. 

• Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. 

• Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. 

• System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. 

• Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. 

• Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. 

• Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. 

• Policy Compliance: Stay updated on company policies and procedures. 

• Continuous Improvement: Seek and adopt best practices to improve individual and team performance. 

• Champion IOA Values: Demonstrate integrity and leadership. 

 
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 Property & Casualty licensing; professional designation (CIC or equivalent) preferred 

• Strong analytical, problem-solving, and decision-making skills 

• Exceptional customer service, communication, multitasking, and o