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 - Commercial LinesHybrid / Remote | based out of Lehi, UT | Book Focus: Trucking, Transportation
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 transparent communication with the account team, ensuring all parties are informed of workload status, questions, concerns, and discrepancies.Service Excellence: Deliver excellent service and proactively anticipate client needs.Policy Compliance: Stay updated on company policies and procedures.Champion IOA core values and demonstrate integrity and leadership.
Ideal Candidate Qualifications:3+ years of account management experience or 5+ years in the insurance industryThorough knowledge of insurance brokerage and client needsRequired active licensing; professional designation (CIC or equivalent) preferredStrong analytical, problem-solving, and decision-making skillsExceptional customer service, multitasking, and organizational skillsExcellent communication skillsProficiency in MS Office (Outlook, Word, Excel)High School Diploma (or equivalent)
What We Offer:Competitive salaries and bonus potentialCompany-paid health insurancePaid holidays, vacations, and sick time401K with employer matchEmployee stock plan participationProfessional growth and career progression opportunitiesRespectful culture and work/family life balanceCommunity service commitmentSupportive 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.

https://www.ioausa.com/