Account Manager Associate

Insurance Office of America; Maine; Remote; USD 50,000 - 70,000; Full time

Job summary

A leading insurance brokerage seeks an Account Manager Associate to provide administrative and customer service support. The role involves managing accounts, resolving issues, and ensuring excellent service. Ideal candidates have 7+ years in customer service within insurance and strong analytical skills. Join a company that values professional growth and offers competitive benefits.

Benefits

Competitive salary 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

Respectful culture and work/life balance

Community service commitment

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 requests, policy administration, billing, claims, and coverage analysis.
• Maintain agency management systems and ensure data accuracy.

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 provides 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, 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, 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 while minimizing liability. 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 support staff and team members.
• Handle customer requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, gather underwriting info, perform loss analysis, prepare submissions, evaluate and negotiate coverages and pricing, and follow up for policy issuance.
• Process tasks accurately within required timeframes.
• Review contracts to ensure proper coverage.
• Monitor and act on delinquent accounts.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy.
• Monitor activity/suspense to ensure timely completion.
• Maintain transparent communication with the team regarding workload and issues.
• Deliver excellent service, anticipate needs, and respond promptly.
• Stay updated on company policies and procedures.
• Seek and adopt best practices for performance improvement.
• Demonstrate integrity and leadership, aligning with 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 salary 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 and career progression.
• Respectful culture and work/life balance.
• Community service commitment.
• Supportive teammates and rewarding 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.