Account Manager Associate

Community Options, Inc.; Jacksonville (FL); Remote; USD 55,000 - 75,000; Full time

Job summary

A leading insurance brokerage seeks an Account Manager Associate to support the account team. This remote role focuses on providing administrative assistance and managing customer service tasks for varied accounts. The ideal candidate will have extensive experience in customer service and insurance brokerage, demonstrating strong analytical and problem-solving skills within a collaborative team environment. The position offers competitive salaries, company-paid health insurance, and professional growth opportunities.

Benefits

Competitive salaries and bonus potential.

Company-paid health insurance.

Paid holidays, vacations, and sick time.

401K with employer match.

Employee stock plan participation.

Opportunities for professional growth.

Respectful culture and work/life balance.

Qualifications

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

Responsibilities

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

Skills

Customer service

Analytical skills

Problem-solving

Communication

Multitasking

Organizational skills

Education

High School Diploma or equivalent

Tools

MS Office (Outlook, Word, Excel)

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 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:

• Maintain technical competence and industry expertise.
• Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• 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.
• Process tasks accurately and within required timeframes.
• Assist in reviewing contracts to ensure proper coverages are included.
• Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Monitor and maintain activity/suspense to ensure timely completion.
• Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve individual and team performance.
• Demonstrate integrity and leadership, championing IOA values.

Ideal Candidate Qualifications:

• 7+ years of customer service experience in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active licensing required; 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.
• Opportunities for professional growth and career progression.
• Respectful culture and work/life balance.
• Community service commitment.
• Supportive teammates and a rewarding work 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 creating an inclusive environment for all employees.

Visit us at https://www.ioausa.com/.