Account Manager Associate

Community Options, Inc.; Winter Garden (FL); Remote; USD 50,000 - 80,000; Full time

Job summary

A leading company in the insurance sector is seeking an Account Manager Associate - Commercial Lines for a remote position. This role includes providing support to the account team, managing customer service needs, and overseeing account activities to ensure excellence in service delivery. Ideal candidates will bring over 7 years of experience in insurance, strong analytical and communication skills, and a commitment to customer satisfaction.

Benefits

Competitive salary and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick leave

401K with employer match

Employee stock plan participation

Career growth opportunities

Respectful culture and work/life balance

Community service involvement

Supportive team environment

Qualifications

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

Responsibilities

• Provide administrative and customer service support.
• Handle customer service requests, policy administration, billing, and claims.
• Ensure timely completion of activities and communicate workload status.

Skills

Customer Service

Analytical Skills

Problem-solving Skills

Decision-making Skills

Communication Skills

Multitasking Skills

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 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 standards are met while safeguarding against errors and omissions. Independently resolve moderately complex customer service problems and manage smaller or less complex accounts.

Key Responsibilities:

• Maintain technical competence and industry expertise.
• Assist in directing day-to-day activities of support staff and team members.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, gather underwriting info, perform loss analysis, prepare submissions, evaluate and negotiate coverages and pricing, and follow up for policy issuance.
• Process tasks accurately and timely.
• Review contracts for proper coverage inclusion.
• Monitor accounts receivable and collect outstanding balances.
• Maintain agency management and carrier/vendor systems.
• Ensure timely completion of activities and communicate workload status.
• Deliver excellent customer service and respond proactively to needs.
• Stay updated on company policies and procedures.
• Seek continuous improvement and best practices.
• Demonstrate integrity and leadership in line with IOA values.

Ideal Candidate Qualifications:

• 7+ years of customer service experience in insurance.
• Thorough knowledge of insurance brokerage and client needs.
• Active insurance license required; professional designation preferred.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional 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.
• Employee stock plan participation.
• Career growth opportunities.
• Respectful culture and work/life balance.
• Community service involvement.
• Supportive team 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.

Visit us at https://www.ioausa.com/