Account Manager Associate- Commercial Insurance- Remote- Select Business

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 - Commercial Lines 

Remote: Florida Residents only | Based out of Longwood, FL| Book Focus: General Book, Small Accounts
 

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: <