Account Manager Associate

Community Options, Inc.; West Palm Beach (FL); Remote; USD 55,000 - 75,000; Full time

Job summary

A leading company in the insurance sector is seeking an Account Manager Associate - Commercial Lines. This mid-senior level role involves supporting the account team by providing extensive customer service and administrative support, handling client requests, and ensuring efficient account management. Ideal candidates will have over 7 years of experience in the insurance industry, along with strong analytical and communication skills. Join a dynamic team that values integrity and offers opportunities for growth and professional development.

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

Community service commitment

Qualifications

• 7+ years of customer service experience in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Proficiency in MS Office (Outlook, Word, Excel).

Responsibilities

• Provide administrative and customer support to account team.
• Handle customer service requests, policy administration, and claims.
• Maintain agency management systems and ensure data accuracy.

Skills

Analytical

Problem-solving

Customer Service

Communication

Multitasking

Organizational

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

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 (AM), Account Executive (AE), 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 or less complex accounts.

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, 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 and maintain activity/suspense to ensure timely completion.
• Maintain transparent communication with the account team regarding workload and issues.
• Deliver excellent service, proactively anticipate needs, and respond quickly to requests.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve performance.
• Demonstrate integrity and leadership, championing 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. We celebrate diversity and are committed to an inclusive environment for all employees.
https://www.ioausa.com/

Additional Details:

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

Note: The postings for other roles and locations are listed, but the main job description is focused on the Account Manager Associate role in Gainesville, GA.