Account Manager Associate

Community Options, Inc.; Providence (RI); Remote; USD 65,000 - 85,000; Full time

Job summary

A leading insurance brokerage seeks an Account Manager Associate to provide customer service support and manage accounts. The ideal candidate will have over 7 years of experience in the insurance industry, demonstrate strong analytical and communication skills, and handle various administrative tasks to ensure efficient account management. The role is remote supporting the Gainesville, GA branch, focusing on commercial lines for franchised dealerships and other industries. Competitive salaries and significant opportunities for professional growth are offered.

Benefits

Competitive salaries and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick time

401K with employer match

Employee stock plan participation

Opportunities for professional growth

Respectful culture and work/life balance

Qualifications

• 7+ years of customer service experience in insurance.
• Thorough knowledge of insurance brokerage.
• Active licensing preferred.

Responsibilities

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

Skills

Customer service

Analytical skills

Problem-solving skills

Decision-making skills

Communication skills

Multitasking

Organizational skills

Education

High School Diploma or equivalent

Tools

MS Office

Job description

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, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U.S. and the United Kingdom. In California, dba IOA Insurance Services. (#0E67768) 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, Producer, and/or assigned group of accounts. Work with minimal direction from an Account Manager, Account Executive, or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage smaller-sized accounts or those with less complexity.

Key Responsibilities:

• Maintain technical competence and industry expertise.
• Assist in directing day-to-day 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 information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.
• Process tasks accurately and within required timeframes.
• Assist in reviewing contracts to ensure proper coverages.
• Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy.
• Monitor activity/suspense to ensure timely completion.
• Maintain communication with the account team regarding workload and issues.
• Deliver excellent service, proactively anticipate needs, and respond quickly.
• 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 the insurance industry.
• 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 salaries and bonus potential.
• Company-paid health insurance.
• Paid holidays, vacations, and sick time.
• 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, committed to diversity and inclusion.
Visit our website.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Sales and Business Development
• Industries: Insurance