Account Manager Associate

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

Job summary

A leading insurance brokerage is seeking an Account Manager Associate to provide exceptional customer service and administrative support. The ideal candidate will have extensive experience in insurance customer service and strong analytical skills. This role involves managing policies, assisting with client needs, and ensuring service excellence while maintaining compliance with company policies. Join a supportive team that values integrity and professional growth.

Benefits

Competitive salaries and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick leave

401K with employer match

Employee stock plan participation

Opportunities for professional growth

Work/life balance

Community service involvement

Qualifications

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

Responsibilities

• Provide administrative and customer service support to the account team.
• Manage policy expirations and renewals.
• Deliver excellent service and maintain transparent communication.

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 is a leader 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 in more than 60 offices across the U.S. and the U.K. 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 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 or less complex accounts.

Key Responsibilities:

1. Technical Competence: Maintain technical competence and industry expertise.
2. Team Leadership: Assist in directing day-to-day activities and workflow of support staff and account team members.
3. Customer Service: Handle requests related to policies, billing, claims, and coverage analysis.
4. Policy Management: Manage policy expirations and renewals.
5. Renewal Process: Conduct client research, gather underwriting info, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, and follow through for policy issuance.
6. Task Processing: Process tasks accurately within required timeframes.
7. Contract Review: Assist in reviewing contracts for proper coverage inclusion.
8. Accounts Receivable: Monitor reports and act on delinquent accounts, collecting outstanding balances.
9. System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy.
10. Activity Monitoring: Ensure timely completion of activities and suspenses.
11. Communication: Maintain transparent communication with the team regarding workload and issues.
12. Service Excellence: Deliver excellent service, anticipate needs, and respond swiftly.
13. Policy Compliance: Stay updated on company policies and procedures.
14. Continuous Improvement: Seek and implement best practices for performance enhancement.
15. Champion IOA Values: Demonstrate integrity and leadership.

Ideal Candidate Qualifications:

1. 7+ years of customer service experience in insurance.
2. Thorough knowledge of insurance brokerage and client needs.
3. Active licensing; professional designation preferred.
4. Strong analytical, problem-solving, and decision-making skills.
5. Excellent customer service, communication, multitasking, and organizational skills.
6. Proficiency in MS Office (Outlook, Word, Excel).
7. High School Diploma or equivalent.

What We Offer:

1. Competitive salaries and bonus potential.
2. Company-paid health insurance.
3. Paid holidays, vacations, and sick leave.
4. 401K with employer match.
5. Employee stock plan participation.
6. Opportunities for professional growth and career progression.
7. A respectful culture with work/life balance.
8. Community service involvement.
9. 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. We celebrate diversity and are committed to creating an inclusive environment for all employees.