Account Manager Associate

Insurance Office of America; Jacksonville (FL); Remote; USD 55,000 - 70,000; Full time

Job summary

A leading company in the insurance brokerage sector is seeking an Account Manager Associate to provide essential support to the account team. This role involves managing customer service requests, policy administration, and ensuring quality standards are met. The ideal candidate will possess strong analytical and communication skills, with a proven background in customer service within the insurance industry. The position offers opportunities for professional growth and a supportive team environment.

Benefits

Competitive salaries and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick leave

401K with employer match

Participation in employee stock plan

Opportunities for professional growth

Respectful culture promoting work/life balance

Community service involvement

Qualifications

• 7+ years of customer service experience in insurance.
• Active licensing required; professional designation preferred.

Responsibilities

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

Skills

Customer Service

Analytical Skills

Problem-Solving

Communication

Multitasking

Organizational Skills

Education

High School Diploma

Tools

MS Office

Job description

Join to apply for the Account Manager Associate 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 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 United Kingdom. In California, it operates as IOA Insurance Services. For more information, visit www.ioausa.com.

Job Description

Title: Account Manager Associate - Commercial Lines

Location: Remote, supporting our Gainesville, GA branch. Book focus includes franchised dealerships, construction, manufacturing & distribution, and cyber.

About the Role:

Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work with minimal supervision from an Account Manager, Account Executive, or Producer. Ensure production and quality standards are met while safeguarding against liability associated with errors and omissions. 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 and workflow of team support staff.
• 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 within required timeframes.
• Assist in reviewing contracts to ensure proper coverages.
• Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy.
• Monitor activity/suspense to ensure timely completion.
• Maintain transparent communication with the account team regarding workload and issues.
• Deliver excellent service, proactively anticipate needs, and respond promptly.
• Stay updated on company policies and procedures.
• Seek and adopt best practices for performance improvement.
• Demonstrate integrity and leadership, championing 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 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 leave.
• 401K with employer match.
• Participation in employee stock plan.
• Opportunities for professional growth and career advancement.
• Respectful culture promoting work/life balance.
• Community service involvement.
• Supportive team environment and rewarding work.

Application Process:

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

Insurance Office of America is an equal opportunity employer committed to diversity and inclusion. For more information, visit www.ioausa.com.