Commercial Insurance Account Manager Associate/ Account Manager - Future Opportunities

Job Description:

Commercial Insurance Account Manager Associate/ Account Manager - Future Opportunities

Work Mode: Remote/ Hybrid

Location: May vary based on business need

Book Focus: General, Construction, Transportation

Opportunity Areas: Account Manager Associate/ Account Manager

FUTURE OPPORTUNITY NOTICE

This posting is part of our talent pipeline. While an immediate opening may not be available, we welcome applications from candidates interested in future opportunities with IOA.

About These Opportunities

We're always interested in connecting with experienced Commercial Insurance professionals for future opportunities across our IOA Teams. Depending on your experience, interests, location, and business needs, opportunities may include Account Manager Associate and Account Manager positions.

Potential Opportunities May Include:

Account Manager Associate

• 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.

Account Manager

• Technical Competence: Maintain technical competence and industry expertise.

• Team Leadership: Direct daily activities of the account management team.

• 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, prepare submissions, negotiate coverages, and present proposals.

• 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

Champion IOA Values: Demonstrate integrity and leadership, championing IOA core values.

What We're Looking For

• Relevant experience within the applicable job family or talent area
• Strong service, collaboration, and relationship-management skills
• Knowledge of the core responsibilities, tools, and practices associated with the potential opportunities
• Strong communication, organization, and problem-solving capabilities
• Appropriate education, credentials, licensing, or certifications based on the opportunity
• Experience level and areas of expertise will help determine which opportunities may be the best fit

Additional Qualifications

Qualifications may vary based on the specific profile, level, location, area of focus, and business need. Depending on the opportunity, we may also consider:

• Depth of relevant experience and technical or functional knowledge
• Experience supporting complex work, clients, projects, or business relationships
• Leadership, client-facing, sales, technical, project, or operational responsibilities
• Experience with Microsoft Office and other systems or tools relevant to the opportunity
• Geographic availability and ability to meet the work-mode expectations of the specific opportunity

What We Offer

We offer competitive salaries and bonus potential, company-paid health insurance, paid holidays, vacation and sick time, and a 401(k) with employer match. You’ll also find opportunities for professional growth and career progression, a respectful culture that supports work-life balance, a commitment to community service, and supportive teammates who help create a rewarding work environment.

Interested in Future Opportunities?

If your experience aligns with the types of opportunities described above, we encourage you to apply and join our talent pipeline. Our Talent Acquisition team may reach out as opportunities become available that align with your background and interests, or to schedule a general introductory conversation ahead of an active opening. Organizational needs may shift, so outreach timing may vary and could be immediate.

Salary Range

Compensation will vary based on the specific opportunity, level of experience, relevant skills, and geographic location. Expected pay ranges for the opportunities included in this talent pipeline are:

• Account Manager Associate: $55,000 – 65,000 annually
• Account Manager: $70,000–$90,000 annually

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

Insurance Office of America (IOA) is one of the largest privately held independent insurance brokerages in the United States. Founded in 1988, IOA has more than 1,500 associates located in over 60 offices in the U.S., and it is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions.

In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.