Insurance Office of America
Account Manager Associate - Commercial Lines (Fully Remote Option)
Insurance Office of America, Richmond, Virginia, United States, 23214
Account Manager Associate - Commercial Lines (Fully Remote Option)
Apply for the Account Manager Associate - Commercial Lines (Fully Remote Option) role at Insurance Office of America.
Hybrid or Remote:
Hybrid Preferred: 1 day out of the Binghamton, Rochester, or Syracuse, NY office. OR Fully Remote (candidates residing in EST or CST zones). Supporting: Binghamton and Syracuse, NY offices.
Book Focus: 90% Construction / Contractors. 10% General, Habitational, Manufacturing.
Note: If this position is posted as either fully remote and/or hybrid, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Remote work requires a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations.
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
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.
Champion IOA Values: Demonstrate integrity and leadership.
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
Required active property & casualty licensing; 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
401K 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
What To Expect (Application Process)
30-Minute Phone Screen, Online Assessments, and Interview(s)
The expected pay range for this position is $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.
Seniority Level Entry level
Employment Type Full-time
Job Function Sales and Business Development
Industries Insurance
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Hybrid or Remote:
Hybrid Preferred: 1 day out of the Binghamton, Rochester, or Syracuse, NY office. OR Fully Remote (candidates residing in EST or CST zones). Supporting: Binghamton and Syracuse, NY offices.
Book Focus: 90% Construction / Contractors. 10% General, Habitational, Manufacturing.
Note: If this position is posted as either fully remote and/or hybrid, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Remote work requires a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations.
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
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.
Champion IOA Values: Demonstrate integrity and leadership.
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
Required active property & casualty licensing; 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
401K 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
What To Expect (Application Process)
30-Minute Phone Screen, Online Assessments, and Interview(s)
The expected pay range for this position is $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.
Seniority Level Entry level
Employment Type Full-time
Job Function Sales and Business Development
Industries Insurance
#J-18808-Ljbffr