What are the responsibilities and job description for the Account Manager (Hybrid or Remote) position at IOA National, Inc.?
Job Description:
Title: Account Manager - Commercial Lines
Hybrid (out of our Binghamton / Rochester / Syracuse, NY office)
OR Fully Remote (EST locations)
Book Focus: Construction, Contractors, Workers Comp.
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 transparent communication with the account team, ensuring all parties are informed of workload status, questions, concerns, and discrepancies.
- Service Excellence: Deliver excellent service and proactively anticipate client needs.
- Policy Compliance: Stay updated on company policies and procedures.
- Champion IOA core values and 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, multitasking, and organizational skills
- Excellent communication 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
- 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
What to Expect (Application Process):
- 30-Minute Phone Screen, Online Assessments, and Interview(s)
Salary Range
$60,000.00 to $75,000.00
*Salary range variable based on experience.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Salary : $60,000 - $75,000
