Account Manager Associate

Insurance Office of America; Augusta (GA); Remote; USD 50,000 - 70,000; Full time

Job summary

A leading insurance brokerage is seeking an Account Manager Associate to provide administrative support and customer service for commercial lines. The ideal candidate will have extensive customer service experience in insurance, strong analytical skills, and proficiency in MS Office. This role offers competitive salary, health insurance, and career growth opportunities.

Benefits

Competitive salary and bonuses

Company-paid health insurance

Paid holidays, vacations, sick leave

401K with employer match

Employee stock plan

Career growth opportunities

Respectful culture and work/life balance

Community service involvement

Supportive team environment

Qualifications

• 7+ years of customer service experience in insurance.
• Thorough knowledge of insurance brokerage and client needs.
• Active licensing required; professional designation preferred.

Responsibilities

• Provide administrative and customer service support to the account team.
• Handle customer service requests, policy administration, billing, and claims.
• Conduct client research and prepare submissions.

Skills

Customer Service

Analytical Skills

Problem-Solving

Communication

Multitasking

Organizational Skills

Education

High School Diploma

Tools

MS Office

Job description

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Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA specializes in property and casualty, employee benefits, personal lines insurance, and risk management solutions, along with insurtech innovation. Headquartered in Longwood, Florida, IOA has over 1,300 associates across more than 60 offices in the U.S. and the UK. In California, operating as IOA Insurance Services. For more information, visit www.ioausa.com.

Job Description

Title: Account Manager Associate - Commercial Lines

Remote | Supporting our Gainesville, GA Branch | Book Focus: Franchised Dealerships, Construction, Manufacturing & Distribution, Cyber

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, Account Executive, or Producer, ensuring standards are met and liabilities are protected. Independently resolve moderately complex customer service issues and manage smaller or less complex accounts.

Key Responsibilities:

• Maintain technical competence and industry expertise.
• Assist in directing daily activities of support staff and team members.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, gather underwriting info, analyze loss runs, prepare submissions, evaluate and negotiate coverages and pricing, present proposals, bind coverage, and follow up for policy issuance.
• Process tasks accurately and timely.
• Review contracts to ensure proper coverages.
• Monitor accounts receivable and collect outstanding balances.
• Maintain agency management systems and carrier platforms for data accuracy.
• Monitor activity/suspense to ensure timely completion.
• Communicate regularly with the team regarding workload and issues.
• Deliver excellent service, anticipate needs, and respond promptly.
• Stay updated on company policies and procedures.
• Seek continuous improvement and best practices.
• Demonstrate integrity and leadership, embodying IOA values.

Ideal Candidate Qualifications:

• 7+ years of customer service experience in insurance.
• Thorough knowledge of insurance brokerage and client needs.
• Active licensing required; professional designation preferred.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional communication, multitasking, and organizational skills.
• Proficiency in MS Office.
• High School Diploma or equivalent.

What We Offer:

• Competitive salary and bonuses.
• Company-paid health insurance.
• Paid holidays, vacations, sick leave.
• 401K with employer match.
• Employee stock plan.
• Career growth opportunities.
• Respectful culture and work/life balance.
• Community service involvement.
• Supportive team environment.

Application Process:

• 30-minute phone screen, online assessments, interviews.

Insurance IOA is an equal opportunity employer committed to diversity and inclusion.
Visit our website.