Job Description

Title: Account ManagerAssociate- Commercial Lines

Work Mode:Remote/ Eastern and Central Time Zones Only| Location/Supporting:Longwood, FL| Book Focus: Agriculture, Construction

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 Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work with minimal direction from an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage smaller-sized accounts or those with less complexity.

Key Responsibilities:

• Technical CompetenceMaintaintechnical competence and industryexpertise

• Team Leadership: Assistin directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.

• Customer ServiceHandle customer service requests, policy administration, billing, claims, and coverage analysis.

• Policy ManagementManage policy expirations and renewals.

• Renewal Process: Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.

• Task Processing: Process tasks accurately and within requiredtimeframes

• Contract Review: Assistin reviewing contracts to ensure propercoverages areincluded.

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

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

• Activity Monitoring: Monitorand maintain activity/suspense to ensuretimelycompletion.

• Communication: Maintainfrequent, transparent communication with the account teamregardingworkload status and any issues.

• Service Excellence: Deliver excellent service, proactivelyanticipateneeds, and respond quickly to service requests.

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

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

• Champion IOA Values: Demonstrateintegrity and leadership.

Ideal CandidateQualifications:

• 7+ years ofcustomer service experiencein the insurance industry

• Thorough knowledge of insurance brokerage and client needs

• Required active licensing; professional designation preferred

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

• Exceptional customer service,communication,multitasking, and organizational skills

• Proficiencyin 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
  

Whatto Expect(Application Process)

• 30-Minute Phone Screen, Online Assessments, and Interview(s)

Salary Range

The expected pay range for this position is 55-70K annually, 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.