Account Manager Associate

Community Options, Inc.; Bonita Springs (FL); Remote; USD 60,000 - 80,000; Full time

Job summary

A leading company in insurance brokerage seeks an Account Manager Associate to provide customer service and administrative support. The role involves managing accounts, handling inquiries, and ensuring excellent service delivery for clients. Ideal candidates will have extensive experience in insurance and strong analytical skills.

Benefits

Competitive salaries and bonuses

Company-paid health insurance

Paid holidays, vacations, and sick leave

401K with employer match

Career growth opportunities

Respectful culture and work/life balance

Qualifications

• 7+ years of customer service experience in insurance required.
• Thorough knowledge of insurance brokerage and client needs.
• Active insurance license 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 gather underwriting information.

Skills

Customer Service

Analytical Skills

Problem-Solving

Communication

Multitasking

Organizational Skills

Education

High School Diploma or equivalent

Tools

MS Office

Job description

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 Title: Account Manager Associate - Commercial Lines

Location: 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 (AM), Account Executive (AE), or Producer, ensuring standards are met while safeguarding against errors and omissions. Independently resolve moderately complex customer service problems and manage smaller or less complex accounts.

Key Responsibilities:

• Maintain technical competence and industry expertise.
• Assist in directing day-to-day 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, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, and follow through with policy issuance.
• Process tasks accurately within required timeframes.
• Assist in reviewing contracts for proper coverage inclusion.
• Monitor reports and take action on delinquent accounts.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy.
• Monitor activity/suspense for timely completion.
• Maintain transparent communication with the team about workload and issues.
• Deliver excellent service, anticipate needs, and respond promptly.
• Stay updated on company policies and procedures.
• Seek continuous improvement practices.
• Demonstrate integrity and leadership aligned with IOA values.

Ideal Candidate Qualifications:

• 7+ years of customer service experience in insurance.
• Thorough knowledge of insurance brokerage and client needs.
• Active insurance license required; professional designation preferred.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent 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 bonuses.
• Company-paid health insurance.
• Paid holidays, vacations, and sick leave.
• 401K with employer match.
• Employee stock plan participation.
• Career growth opportunities.
• Respectful culture and work/life balance.
• Community service commitment.
• Supportive team environment.

Application Process: 30-minute phone screen, online assessments, and interviews.

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

For more information, visit www.ioausa.com.