Account Manager Associate

Community Options, Inc.; Trenton (NJ); Remote; USD 60,000 - 85,000; Full time

Job summary

A leading insurance brokerage is seeking an Account Manager Associate to provide administrative and customer service support. The ideal candidate will have over 7 years of experience in customer service within the insurance industry, along with strong analytical and communication skills. This remote role focuses on managing accounts related to franchised dealerships, construction, and cyber insurance.

Benefits

Competitive salary and bonuses

Company-paid health insurance

Paid holidays, vacations, sick leave

401K with employer match

Stock plan participation

Career growth opportunities

Respectful culture and work-life balance

Community involvement

Supportive team 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 requests, policy administration, billing, and claims.
• Manage policy expirations and renewals.

Skills

Customer service

Analytical skills

Problem-solving

Communication

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 United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.

Job Title: Account Manager Associate - Commercial Lines

Location: Remote | Supporting our Gainesville, GA Branch | Book Focus: Franchised Dealerships, Construction, Manufacturing & Distribution, Cyber

Role Summary: 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, Account Executive, or Producer, ensuring standards are met and liabilities are minimized. Independently resolve customer service issues and manage smaller or less complex accounts.

Key Responsibilities:

• Maintain technical competence and industry expertise.
• Assist in directing daily activities of support staff.
• Handle customer requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, gather underwriting info, analyze loss runs, prepare submissions, negotiate coverages and pricing, and follow up for policy issuance.
• Process tasks accurately and timely.
• Review contracts for proper coverage inclusion.
• Monitor and act on delinquent accounts.
• Maintain agency management systems and carrier platforms.
• Ensure timely completion of activities.
• Communicate regularly with the team about workload and issues.
• Deliver excellent service, anticipate needs, and respond promptly.
• Stay updated on policies and procedures.
• Seek continuous improvement opportunities.
• Demonstrate integrity and leadership in line with IOA values.

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.
• Excellent customer service, communication, multitasking, and organizational skills.
• Proficiency in MS Office.
• High School Diploma or equivalent.

What We Offer:

• Competitive salary and bonuses.
• Company-paid health insurance.
• Paid holidays, vacations, sick leave.
• 401K with employer match.
• Stock plan participation.
• Career growth opportunities.
• Respectful culture and work-life balance.
• Community involvement.
• Supportive team 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.