Account Manager Associate - Commercial Lines

Community Options, Inc.; Columbus (GA); Remote; USD 50,000 - 75,000; Full time

Job summary

A leading insurance brokerage seeks an Account Manager Associate for Commercial Lines to support the account team in a remote or hybrid setting. The role entails managing customer requests, policy administration, and ensuring top-notch service. Ideal candidates possess over 7 years of experience in customer service within insurance and hold relevant licenses. Excellent organizational and communication skills are essential for success in this proactive and supportive team environment.

Benefits

Competitive salary and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick leave

401K with employer match

Stock plan participation

Career growth opportunities

Respectful culture and work-life balance

Community service involvement

Supportive team environment

Qualifications

• 7+ years in customer service within insurance.
• Strong knowledge of insurance brokerage.
• Active licensing required; professional designation preferred.

Responsibilities

• Provide administrative support to the account team.
• Handle customer requests, policy administration, and claims.
• Manage smaller accounts independently.

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: Fully remote, hybrid preferred if near Atlanta/Gainesville, GA. Book focus: Franchise Dealerships.

Please note: If posted as fully remote or hybrid, individuals within a 50-mile radius of a branch may need to work onsite occasionally. Learn more about our locations at ioausa.com/locations.

About the Role: Provide administrative and customer service support to the account team, working with minimal supervision to ensure standards are met and issues are resolved efficiently. Manage smaller or less complex accounts independently.

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.
• Accurately process tasks within deadlines.
• Review contracts to ensure proper coverage.
• Monitor and act on delinquent accounts.
• Maintain agency management and carrier platforms, ensuring data accuracy.
• Monitor activity to ensure timely completion.
• Communicate regularly with the team about workload and issues.
• Deliver excellent customer service and respond promptly to requests.
• Stay updated on company policies and procedures.
• Seek continuous improvement and best practices.
• Demonstrate integrity and leadership aligning with IOA values.

Ideal Candidate Qualifications:

• 7+ years in customer service within insurance.
• Thorough knowledge of insurance brokerage and client needs.
• Active licensing required; professional designation preferred.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent 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.
• 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, committed to diversity and inclusion.