Account Manager

Insurance Office of America, Inc. -
Boston, MA

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Job Details

Full-time
$70,000 - $100,000 a year
4 days ago

Benefits

Paid holidays
Health insurance
401(k) matching

Qualifications

Customer communication

Full Job Description

Job Description:

Title: Account Manager - Commercial Lines

Location/Supporting: Join our growing team in the Boston market and help shape the future of our business in one of the nation's most dynamic regions.

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 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

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)

Salary Range

The expected pay range for this position is $70,000- $100,000 per year, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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