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:

Title: Account Manager Associate- SBU - Commercial Lines

Remote | Location/based out of Longwood, FL | Book Focus: SBU, General

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 accounts or those with less complexity.

Key Responsibilities:

Technical Competence: Maintain technical competence and industry expertise.Team Leadership: Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis.Policy Management: Manage policy expirations and renewals.Renewal Process: Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.Task Processing: Process tasks accurately and within required timeframes.Contract Review: Assist in reviewing contracts to ensure proper coverages are included.Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances.System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.Policy Compliance: Stay updated on company policies and procedures.Continuous Improvement: Seek and adopt best practices to improve individual and team performance.Champion IOA Values: Demonstrate integrity and leadership.

Ideal Candidate Qualifications:

7+ years of customer service experience in the insurance industryThorough knowledge of insurance brokerage and client needsRequired active licensing; professional designation preferredStrong analytical, problem-solving, and decision-making skillsExceptional customer service, multitasking, and organizational skillsExcellent communication skillsProficiency in MS Office (Outlook, Word, Excel)High School Diploma (or equivalent)

What We Offer:

Competitive salaries and bonus potentialCompany-paid health insurancePaid holidays, vacations, and sick time401K with employer matchEmployee stock plan participationProfessional growth and career progression opportunitiesRespectful culture and work/family life balanceCommunity service commitmentSupportive teammates and a rewarding work environment

What to Expect (Application Process):

30-Minute Phone Screen, Online Assessments, and Interview(s)

Insurance Office of America (IOA) is one of the nation’s largest privately held insurance agencies. Recognized as a Top Workplaces USA Award winner, we prioritize work/life balance, personal and professional growth, competitive benefits, and community service. With over 60 locations across the US and Northern Ireland, we deliver unmatched service excellence. Follow Us on LinkedIn.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

https://www.ioausa.com/