Account Manager Associate - Commercial Lines (Hybrid or Remote)

Insurance Office of America; Orlando (FL); Remote; USD 45,000 - 75,000; Full time

Job summary

Join a leading insurance agency as an Account Manager Associate, where you'll provide essential support to account teams while ensuring top-notch customer service. This hybrid role allows for flexibility as you engage with clients, manage policies, and contribute to a culture that values work/life balance and professional growth. With over 30 years of industry leadership, this innovative firm offers a rewarding environment where your skills will shine. If you have a passion for service and a desire to make a difference in clients' lives, this opportunity is perfect for you.

Benefits

Competitive salaries

Bonus earning potential

Company paid health insurance

Paid time off for holidays

Paid time off for vacations

Qualifications

• 7+ years of customer service experience in the insurance industry.
• Strong analytical and problem-solving skills are essential.

Responsibilities

• Provide administrative and customer service support to account teams.
• Manage policy expirations and ensure timely renewals.

Skills

Customer Service

Analytical Skills

Problem Solving

Communication Skills

Multi-tasking

Organizational Skills

Attention to Detail

PC Proficiency

Education

High School Diploma or equivalent

Tools

MS Office (Outlook, Word, Excel)

Job description

Account Manager Associate- Commercial- Hybrid

Apply remote type Hybrid (1-2 days in office) locations SC-Lexington-058 SC-Charleston-026 time type Full time posted on Posted 10 Days Ago job requisition id R-350

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 Description:

This is a Hybrid opportunity based out of our Columbia, SC office.

Title: Account Manager Associate- Commercial Lines

Welcome to Insurance Office of America – one of the nation’s largest and premier privately held insurance agencies! Recognized as a Top Workplaces USA Award winner, IOA’s commitment to both a rewarding culture and employee satisfaction is unwavering. Prioritizing a strong work/life balance, personal and professional growth, competitive benefits, and giving back to our community aren’t just clichés here – they’re a part of who we are.

Job Summary

Working with minimal direction from an Account Manager (AM), Account Executive (AE) or Producer and following established industry and company guidelines; provides administrative and customer service support to account team, Producer and/or assigned group of accounts; and meeting all performance requirements regarding production, quality and ensuring that no liability associated with errors and omissions occur. Capable of independently resolving moderately complex customer service problems; showing the ability for critical thinking and thought process in taking the next step in the best interest of the client, carrier partner and IOA. Typically assigned to smaller-sized accounts and/or to those accounts having less complexity with respect to lines of coverage.

What You’ll Do:

• Maintain intermediate understanding of technical competence and industry/market expertise.
• Exercise discretion and independent judgment with respect to account management with the goal of ensuring beneficial outcomes for clients and IOA.
• Assist in directing day-to-day activities and work flow assigned to Team Support/Receptionist, Account Assistant and/or Account Associate.
• Management and execution of a variety of customer service and value-added service requests/inquiries including but not limited to: account activity; policy administration and insurance placement; billing activity; claims administration; contract review for insurability; review policy forms and endorsements; review audits; identify errors and facilitate corrective actions; Certificates of Insurance; Evidences of Property; and Cancellation/Reinstatements.
• Manage policy expirations in conjunction with AM, AE and/or Producer for existing clients and works proactively to ensure appropriate actions are taken to facilitate renewals and ensures all new and renewal insurance policies are bound, billed and issued accurately and delivered to the Client/Insured within required timeframe.
• Manage policy renewal process in conjunction with AM, AE and/or Producer, including but not limited to:
• Conducting client research and gathering complete underwriting information.
• Conducting Loss Run Analysis.
• Preparing complete and accurate submissions including Acord applications and/or supplemental forms; sending out to market and/or performing Online Rating as required.
• Evaluating and negotiating coverages and pricing.
• Preparing and presenting Proposals.
• Binding coverage and complying with any subjectivity(ies) as required by carrier, Surplus Lines Association and/or IOA.
• Preparing and executing Premium Finance Agreements, when applicable.
• Diligent follow up for Policy Issuance.
• Review all policies, identifying and notifying AE or Producer of any discrepancies and ensuring that all necessary changes are submitted to and issued by the carrier.
• Maintaining accurate and complete policy transaction detail, schedules and Summaries of Insurance.
• Process tasks as necessary for the team accurately and within required timeframes.
• Assist to ensure all new and renewal insurance policies are processed accurately and within required timeframes by tracking policy expirations for existing clients and works proactively to ensure appropriate actions are taken to facilitate renewals.
• Assist in review of contracts to ensure proper coverages are included.
• Monitor Accounts Receivables report and takes action on any delinquent accounts along with collecting outstanding balances due.
• Data entry and maintains agency management system, other agency supported systems and carrier/vendor online platforms, ensuring all data entered is complete, clearly presented and well-documented, accurate, and up-to-date.
• Monitor and maintain activity/suspense, taking necessary action to ensure completion within required time frame.
• Maintain frequent, transparent communication with account team regarding individual and team client service and policy administration activities, ensuring that the account team is fully informed of workload status, questions and/or any errors, discrepancies or changes related to assigned duties and tasks.

• Deliver excellent service at all times, including proactively anticipating needs, maintaining frequent and professional communication, and responding quickly to service requests.
• Continually stay abreast of all company policies and procedures to ensure good knowledge, execution and compliance of standard operating procedures.
• Continually seek to improve individual and team performance, including identifying, communicating and adopting best practices.
• Live and champion IOA core values at all times, demonstrating the highest level of personal character, integrity, and servant leadership.
• Regular and consistent attendance is expected, and a necessary component to the job.
• Perform other duties as assigned.

What We’re Looking For:

7+ years of customer service experience in the insurance industry.

Has a very good working knowledge of insurance brokerage business and the assigned clients’ needs.

All required active licensing.

Strong analytical, problem solving and decision making skills.

Exceptional customer service skills.

Excellent multi-tasking, organizational, and prioritization skills.

Outstanding verbal/written communication skills.

Ability to perform with high degrees of accuracy and attention to detail.

PC proficiency, including basic knowledge of MS Office products, including Outlook, Word and Excel.

Exceptional personal character.

High School Diploma (or equivalent).

What We Offer:

• Competitive salaries and bonus earning potential.
• Great benefits, including company paid health insurance.
• Paid time off for holidays, vacations,