Account Manager Associate

Insurance Office of America; Meadville (Crawford County); Remote; USD 50,000 - 70,000; Full time

Job summary

Join a leading insurance brokerage as an Account Manager Associate, providing essential support to the account team. You will handle customer service, manage accounts, and ensure compliance while contributing to a collaborative and respectful culture. Ideal candidates have extensive customer service experience in insurance and strong analytical skills. Enjoy competitive salaries, health insurance, and opportunities for growth.

Benefits

Competitive salaries and bonuses

Company-paid health insurance

Paid holidays, vacations, and sick leave

401K with employer match

Employee stock plan participation

Opportunities for growth and career development

Respectful culture and work/life balance

Community service involvement

Supportive team environment

Qualifications

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

Responsibilities

• Provide administrative and customer service support to the account team.
• Independently resolve moderately complex customer service issues.
• Manage expirations and renewals.

Skills

Customer Service

Analytical Skills

Communication

Problem-Solving

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 UK. In California, it operates as IOA Insurance Services. 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 guidance 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 issues and manage smaller or less complex accounts.

Key Responsibilities

1. Technical Competence: Maintain industry expertise.
2. Team Leadership: Assist in directing daily activities of support staff.
3. Customer Service: Handle requests, policy administration, billing, claims, and coverage analysis.
4. Policy Management: Manage expirations and renewals.
5. Renewal Process: Conduct client research, gather underwriting info, analyze loss runs, prepare submissions, evaluate coverages and pricing, present proposals, bind coverage, and follow up.
6. Task Processing: Complete tasks accurately and timely.
7. Contract Review: Assist in reviewing contracts for proper coverages.
8. Accounts Receivable: Monitor reports and follow up on delinquent accounts.
9. System Maintenance: Keep agency management systems and carrier platforms updated.
10. Activity Monitoring: Ensure timely task completion.
11. Communication: Maintain transparent communication with the team.
12. Service Excellence: Deliver proactive and responsive service.
13. Policy Compliance: Stay updated on policies and procedures.
14. Continuous Improvement: Seek 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. Exceptional customer service, communication, multitasking, and organizational skills.
6. Proficiency in MS Office (Outlook, Word, Excel).
7. 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.
• Opportunities for growth and career development.
• Respectful culture and work/life balance.
• Community service involvement.
• 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 creating an inclusive environment for all employees.