Commercial Insurance Account Manager (Fully Remote Option)

Job Description:

Title: Account Manager - Commercial Lines 

Hybrid Preferred: 1 day out of the Binghamton, or Syracuse, NY office
OR Fully Remote (candidates residing in EST or CST zones)
Supporting: Binghamton and Syracuse, NY offices
Book Focus: Construction / Contractors along w/ General, Habitational, Manufacturing, Property, Telecom
 
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 as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: 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