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Insurance Office of America

Senior Account Manager – Commercial Lines

Insurance Office of America

. Manage an assigned book of business, ensuring account retention and supporting new business .

Posted 11/10/2026full-timeVirginia • United StatesSenior💰 $80,000 - $95,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates extensive account management expertise with a thorough knowledge of insurance brokerage, ensuring client retention and satisfaction through effective communication and problem-solving. Proficient in managing policy administration, billing, and claims while maintaining data accuracy in agency management systems.

Highest-signal resume keywords
Account Management ExperienceInsurance Brokerage KnowledgeActive LicensingCustomer Service ExcellenceAnalytical Problem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Policy AdministrationClaims ManagementCoverage AnalysisClient ResearchProposal PreparationNegotiation SkillsData Accuracy MaintenanceDelinquent Account MonitoringMultitaskingOrganizational Skills
Soft Skills
Exceptional CommunicationLeadershipIntegrityTeam CollaborationService Orientation
Tools & Technologies
MS OfficeAgency Management SystemsCarrier/Vendor Platforms
Certifications & Qualifications
Active LicensingCIC or Equivalent Designation
Industry Keywords
Insurance IndustryClient NeedsAccount RetentionBest PracticesWorkload Management

About the role

Key responsibilities & impact
  • Manage an assigned book of business, ensuring account retention and supporting new business
  • Coordinate day-to-day administrative and customer service activities
  • Resolve complex issues and ensure no errors or omissions
  • Maintain technical competence and industry expertise
  • Direct daily activities of the account management team
  • Handle customer service requests, policy administration, billing, claims, and coverage analysis
  • Manage policy expirations and renewals
  • Conduct client research, prepare submissions, negotiate coverages, and present proposals
  • 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 issues
  • Deliver excellent service, 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 in championing IOA values

Requirements

What you’ll need
  • 5+ years of account management experience, or 7+ 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)
  • Able to work EST schedule
  • Dedicated, distraction-free workspace for remote work

Benefits

Comp & perks
  • 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