Personal lines account

Job Summary

• Responsible for IOA account management activities including : Client service and communications; team leadership; directing daily tasks and work activities of Account Coordinators and CSRs;
• team productivity quality, and service levels; implementation of client insurance policies, administrative processes, tracking, renewals, new policy set-up, online rating, invoicing, accounts receivable monitoring, audit and contract review, and policy review data management / entry;

team and individual processional developmental identification for sales opportunities. What You’ll Do :

• Manages an assigned book of business, meeting all performance requirements regardingproduction, quality, and service, and ensuring that no liability associated with errors and omissionsoccur.
• Regularly interacts with new and existing clients as needed on moderately to high complex P / Laccounts.
• Responsible for devising creative solutions to meet client needs as to coverage and cost.
• Actively seeks to grow IOA business, including identifying and acting on sales opportunities. Trackspolicy expirations for existing clients, and works proactively to ensure appropriate actions are takento facilitate renewals.
• Facilitates the management of Expiration and AR reports.
• Participates in new business and policy renewal process in conjunction with Producer, CSR, AcctCoordinator, or Ops Team Leader including :
• Conducting client research and gathering all necessary information to ensure proper
• coverages.
• Commissions Checking with Carriers. (Accounting Requested)
• Evaluating and negotiating coverages and pricing.
• Generating and presenting proposals.
• Binding coverages, including securing signed mandatory forms and applications per IOA
• procedures.
• Non-payment Cancellation Email / Phone calls to Insured / No Coverage letters.
• Prepare Summary of Insurance.
• Aged Accounts Receivables, Past Due, and Payments received for Endorsements.
• Creates and distributes client invoicing for any new business, renewals, or premium bearing transactions, and collects outstanding balances due.
• Assists with facilitation of client claims processes as needed.
• Develops and maintains positive carrier relationships.
• Monitors Individual performance to ensure productivity, efficiency, quality, and service standardsare met, taking corrective actions when required
• Assists with initial / new hire and ongoing training support within team. What We’re Looking For : ü5 years of insurance experienceüCollege degree preferred, high school diploma or equivalent required.

üAll required active licensing minimum of 20-44.üAdvanced customer service skills.üExcellent multi-tasking, organizational, delegation and decision-making skills.

üAdvanced verbal / written communication skills.üAbility to perform substantial work volumes with high degrees of accuracy.

üPC proficiency, including basic knowledge of MS Office.üAbility to read and interpret data for application in rational decision making.

üExceptional personal character. What We Offer :

• Competitive salaries and bonus earning potential
• Great benefits, including company paid health insurance
• Paid time off for holidays, vacations, and sick time
• 401K with an employer match
• Participation in our employee stock plan
• Opportunities for professional growth and career progression
• A culture that emphasizes respect for every individual
• Company commitment to work / family life balance and community service
• Knowing every day you are helping our clients protect their families and businesses

Still wondering if IOA is the right fit for you?

• If you want to feel the significance of knowing your efforts have been both recognized, appreciated and rewarded, .
• If you want to feel valued and have a real influence towards the continued success of your organization, .
• If you want to feel the peace of knowing that you’ve made the best decision of your professional life, .

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Last updated : 2024-11-22