Account Manager Associate - Commercial Lines

Insurance Office of America; Oakville; Remote; CAD 60,000 - 85,000; Full time

Job summary

Insurance Office of America is seeking an Account Manager Associate for Commercial Lines to provide administrative support and manage accounts. Ideal candidates will have over 7 years of customer service experience in insurance and demonstrate excellent communication and organizational skills. The role offers a chance to work in a respectful culture promoting work-life balance and professional growth.

Benefits

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

Qualifications

• 7+ years of customer service experience in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Required active licensing; professional designation preferred.

Responsibilities

• Provide administrative and customer service support to the account team.
• Manage policy expirations and renewals.
• Conduct client research and prepare submissions.

Skills

Customer Service

Analytical skills

Communication skills

Organizational skills

Problem-solving skills

Multitasking skills

Education

High School Diploma or equivalent

Tools

MS Office (Outlook, Word, Excel)

Job description

Join to apply for the Account Manager Associate - Commercial Lines role at Insurance Office of America

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Join to apply for the Account Manager Associate - Commercial Lines role 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

Fully remote, however, hybrid preferred if location is near Atlanta / Gainesville, GA| Book Focus : (Franchise Dealerships)

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. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here : 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 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.

Ideal Candidate Qualifications

• 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, 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
• 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)

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

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Sales and Business Development

Insurance

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