Account Manager Associate

Insurance Office of America; New Hampshire; Remote; USD 60,000 - 80,000; Full time

Job summary

A leading insurance brokerage is seeking an Account Manager Associate to support their account team. The role involves providing customer service, managing accounts, and ensuring compliance with company policies. Ideal candidates should have extensive customer service experience in insurance and strong analytical skills. The position offers a competitive salary, health benefits, and opportunities for career growth.

Benefits

Company-paid health insurance

Paid holidays

401K with employer match

Participation in employee stock plan

Opportunities for growth and career advancement

Respectful culture and work/life balance

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.
• Manage smaller or less complex accounts and resolve customer service issues.
• Conduct client research and gather underwriting info.

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. It 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. For more information, visit www.ioausa.com.

Job Description

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, producers, and/or assigned accounts. Work independently with minimal supervision from an Account Manager, Account Executive, or Producer, ensuring standards are met and liabilities are minimized. Manage smaller or less complex accounts and resolve customer service issues proactively.

Key Responsibilities

• Maintain technical competence and industry expertise.
• Assist in directing daily activities of support staff and team members.
• Handle customer requests related to policies, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, gather underwriting info, analyze loss runs, prepare submissions, evaluate and negotiate coverages and pricing, and follow through on policy issuance.
• Process tasks accurately within deadlines.
• Review contracts to ensure proper coverage inclusion.
• Monitor accounts receivable and follow up on delinquent accounts.
• Maintain agency management systems and carrier platforms, ensuring data accuracy.
• Monitor activity and ensure timely completion of tasks.
• Communicate regularly with the team about workload and issues.
• Deliver excellent service, anticipate client needs, and respond promptly.
• Stay updated on company policies and procedures.
• Seek continuous improvement and best practices.
• Demonstrate integrity and leadership, aligning with IOA values.

Ideal Candidate Qualifications

• 7+ years of customer service experience in insurance.
• Deep knowledge of insurance brokerage and client needs.
• Active licensing required; professional designation preferred.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent 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.
• Participation in employee stock plan.
• Opportunities for growth and career advancement.
• Respectful culture and 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.