Account Manager Associate

Insurance Office of America; Oldsmar (FL); Remote; USD 50,000 - 70,000; Full time

Job summary

A leading insurance brokerage is seeking an Account Manager Associate to provide administrative support and customer service. The ideal candidate will have extensive experience in insurance, strong analytical skills, and a commitment to excellent service. This role offers competitive salary, health insurance, and opportunities for career growth in a respectful environment.

Benefits

Competitive salary and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick leave

401K with employer match

Stock plan participation

Career growth opportunities

Respectful, balanced work environment

Qualifications

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

Responsibilities

• Provide administrative and customer service support to the account team.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.

Skills

Customer Service

Analytical Skills

Problem-Solving

Communication

Multitasking

Organizational Skills

Education

High School Diploma

Tools

MS Office

Job description

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Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions, as well as 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 supervision from an Account Manager (AM), Account Executive (AE), 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 team support staff.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, gather underwriting info, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, present proposals, bind coverage, and follow up on policy issuance.
• Process tasks accurately within required timeframes.
• Review contracts to ensure proper coverages.
• Monitor reports and follow up on delinquent accounts.
• Maintain agency management systems and carrier platforms, ensuring data accuracy.
• Monitor activity/suspense to ensure timely completion.
• Communicate regularly with the account team about workload and issues.
• Deliver excellent service, anticipate needs, and respond promptly.
• Stay updated on company policies and procedures.
• Adopt best practices for performance improvement.
• Demonstrate integrity and leadership aligned 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.
• 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.
• Stock plan participation.
• Career growth opportunities.
• Respectful, balanced work environment with community engagement.

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 info, visit www.ioausa.com.