What are the responsibilities and job description for the Account Manager Associate- SBU- Commercial- Remote position at Insurance Office of America?
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 Associate- SBU - Commercial Lines
Remote | Location/based out of Longwood, FL | Book Focus: SBU, General
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
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/
Job Description
Title: Account Manager Associate- SBU - Commercial Lines
Remote | Location/based out of Longwood, FL | Book Focus: SBU, General
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 Competence: Maintain technical competence and industry expertise.
- Team Leadership: Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
- 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, 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 required timeframes.
- Contract Review: Assist in reviewing contracts to ensure proper coverages are included.
- 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.
- 7 years of customer service experience in 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, multitasking, and organizational skills
- Excellent communication skills
- Proficiency in MS Office (Outlook, Word, Excel)
- High School Diploma (or equivalent)
- 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
- 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/
