Insurance Office of America
Account Manager Associate - Commercial Lines (Fully Remote Option)
Insurance Office of America, Plano, Texas, us, 75086
Account Manager Associate - Commercial Lines (Fully Remote Option)
Remote: Available for candidates residing in the EST or CST zones with the option for a hybrid schedule (1 day per week) from Binghamton, Rochester, or Syracuse, NY. Employees may be requested to work onsite within a 50‑mile radius of a branch location in accordance with company policy.
Book Focus: 90% Construction / Contractors, 10% General, Habitational, Manufacturing.
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, Account Executive, or Producer, ensuring production and quality standards are met while mitigating 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
Maintain technical competence and industry expertise.
Assist in directing day‑to‑day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
Handle customer service requests, policy administration, billing, claims, and coverage analysis.
Manage policy expirations and renewals.
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.
Process tasks accurately and within required timeframes.
Assist in reviewing contracts to ensure proper coverages are included.
Monitor accounts‑receivable reports and take action on delinquent accounts, collecting outstanding balances.
Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
Monitor and maintain activity/suspense to ensure timely completion.
Maintain frequent, transparent communication with the account team regarding workload status and any issues.
Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
Stay updated on company policies and procedures.
Seek and adopt best practices to improve individual and team performance.
Demonstrate integrity and leadership, championing IOA Values.
Ideal Candidate Qualifications
1-3 years actively managing a commercial lines book; 3‑5 years of customer service experience in the insurance industry.
Thorough knowledge of insurance brokerage and client needs.
Active property & casualty license; professional designation preferred.
Strong analytical, problem‑solving, and decision‑making skills.
Exceptional customer service, communication, multitasking, and organizational skills.
Proficiency in MS Office (Outlook, Word, Excel).
High School Diploma or equivalent.
What We Offer
Competitive salaries and bonus potential.
Company‑paid health insurance.
Paid holidays, vacations, and sick time.
401(k) with employer match.
Professional growth and career progression opportunities.
Respectful culture and work/family life balance.
Community service commitment.
Supportive teammates and a rewarding work environment.
Application Process
30‑Minute Phone Screen, Online Assessments, and Interview(s).
Salary Range:
$55,000.00 to $70,000.00 per year, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal‑opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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Book Focus: 90% Construction / Contractors, 10% General, Habitational, Manufacturing.
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, Account Executive, or Producer, ensuring production and quality standards are met while mitigating 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
Maintain technical competence and industry expertise.
Assist in directing day‑to‑day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
Handle customer service requests, policy administration, billing, claims, and coverage analysis.
Manage policy expirations and renewals.
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.
Process tasks accurately and within required timeframes.
Assist in reviewing contracts to ensure proper coverages are included.
Monitor accounts‑receivable reports and take action on delinquent accounts, collecting outstanding balances.
Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
Monitor and maintain activity/suspense to ensure timely completion.
Maintain frequent, transparent communication with the account team regarding workload status and any issues.
Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
Stay updated on company policies and procedures.
Seek and adopt best practices to improve individual and team performance.
Demonstrate integrity and leadership, championing IOA Values.
Ideal Candidate Qualifications
1-3 years actively managing a commercial lines book; 3‑5 years of customer service experience in the insurance industry.
Thorough knowledge of insurance brokerage and client needs.
Active property & casualty license; professional designation preferred.
Strong analytical, problem‑solving, and decision‑making skills.
Exceptional customer service, communication, multitasking, and organizational skills.
Proficiency in MS Office (Outlook, Word, Excel).
High School Diploma or equivalent.
What We Offer
Competitive salaries and bonus potential.
Company‑paid health insurance.
Paid holidays, vacations, and sick time.
401(k) with employer match.
Professional growth and career progression opportunities.
Respectful culture and work/family life balance.
Community service commitment.
Supportive teammates and a rewarding work environment.
Application Process
30‑Minute Phone Screen, Online Assessments, and Interview(s).
Salary Range:
$55,000.00 to $70,000.00 per year, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal‑opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
#J-18808-Ljbffr