Account Manager Associate - Commercial Lines

Community Options, Inc.; Providence (RI); Remote; USD 60,000 - 80,000; Full time

Job summary

A leading company in the insurance sector is seeking an Account Manager Associate for a fully remote position. The role encompasses providing administrative support, managing accounts, and ensuring high levels of customer service. Ideal candidates will possess extensive experience in customer service within insurance, strong analytical skills, and proficiency in MS Office. Competitive salary, benefits, and career growth opportunities are offered.

Benefits

Competitive salary and bonuses

Company-paid health insurance

Paid holidays, vacations, sick leave

401K with employer match

Stock plan participation

Career growth opportunities

Supportive culture and work-life balance

Qualifications

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

Responsibilities

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

Skills

Customer service

Analytical skills

Problem-solving

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. Note: In accordance with company policy, individuals within 50 miles of a branch may need to work onsite occasionally. Learn more: ioausa.com/locations.

About the Role: Provide administrative and customer service support to the account team, ensuring quality standards and safeguarding against errors. Manage smaller or less complex accounts independently.

Key Responsibilities include:

• 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, perform loss analysis, prepare submissions, evaluate coverages, negotiate pricing, and follow up for policy issuance.
• Process tasks accurately and timely.
• Review contracts for proper coverages.
• Monitor and act on delinquent accounts.
• Maintain agency management systems and carrier platforms.
• Ensure timely activity completion and communicate workload status.
• Deliver excellent customer service and adhere to company policies.
• Seek continuous improvement and demonstrate integrity and leadership.

Ideal Candidate Qualifications:

• 7+ years of customer service experience in insurance.
• Thorough knowledge of insurance brokerage and client needs.
• Active licensing; professional designation preferred.
• Strong analytical, problem-solving, 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.
• Supportive culture and work-life balance.

Application Process: 30-minute phone screen, online assessments, and interviews.

Insurance Office of America is an equal opportunity employer, celebrating diversity and fostering an inclusive environment.