Account Manager Associate

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

Job summary

A leading insurance brokerage seeks an Account Manager Associate to support their Gainesville branch. This role involves providing customer service, managing accounts, and ensuring compliance with policies. Ideal candidates will have extensive experience in insurance and strong analytical skills.

Benefits

Competitive salaries and bonuses

Company-paid health insurance

Paid holidays, vacations, and sick days

401K with employer match

Employee stock plan

Career growth opportunities

Inclusive culture and work/life balance

Community service commitment

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.
• Manage expirations and renewals.
• Ensure timely completion of activities.

Skills

Customer Service

Analytical Skills

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, and personal lines insurance, 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 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 independently to meet production and quality standards while safeguarding against errors and omissions. Resolve customer service issues and manage smaller or less complex accounts.

Key Responsibilities

• Technical Competence: Maintain industry expertise.
• Team Leadership: Assist in directing daily activities of support staff.
• Customer Service: Handle requests, policy administration, billing, claims, and coverage analysis.
• Policy Management: Manage expirations and renewals.
• Renewal Process: Conduct research, gather underwriting info, analyze loss runs, prepare submissions, negotiate coverages and pricing, present proposals, bind coverage, and follow up.
• Task Processing: Complete tasks accurately and timely.
• Contract Review: Ensure proper coverages in contracts.
• Accounts Receivable: Monitor reports and collect outstanding balances.
• System Maintenance: Keep agency management and carrier systems updated.
• Activity Monitoring: Ensure timely completion of activities.
• Communication: Maintain transparent communication with the team.
• Service Excellence: Deliver proactive, high-quality service.
• Policy Compliance: Stay updated on policies and procedures.
• Continuous Improvement: Adopt best practices.
• Champion IOA Values: Demonstrate integrity and leadership.

Ideal Candidate Qualifications

• 7+ years of customer service experience in insurance
• Thorough knowledge of insurance brokerage and client needs
• Active licensing; professional designation preferred
• Strong analytical and problem-solving 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 salaries and bonuses
• Company-paid health insurance
• Paid holidays, vacations, and sick days
• 401K with employer match
• Employee stock plan
• Career growth opportunities
• Inclusive culture and work/life balance
• Community service commitment
• Supportive team environment

Application Process

• 30-minute phone screen, online assessments, and interviews

We are an equal opportunity employer that celebrates diversity and inclusivity.