Insurance Office of America
Account Manager Associate - Commercial Lines (Fully Remote Option)
Insurance Office of America, Wheeling, West Virginia, United States, 26003
Account Manager Associate – Commercial Lines (Fully Remote Option)
Join to apply for the Account Manager Associate – Commercial Lines (Fully Remote Option) role at Insurance Office of America.
Title:
Account Manager Associate – Commercial Lines Location:
Hybrid preferred – 1 day a week in Binghamton, Rochester, or Syracuse, NY office; OR fully remote (EST or CST zones) Book Focus:
90% Construction / Contractors, 10% General, Habitational, Manufacturing Remote Policy:
Individuals within a 50‑mile radius of a branch may be required to work onsite in a hybrid capacity.
About the Role Provide administrative and customer service support to the account team, Producer, and assigned group of accounts. Work with minimal direction from an Account Manager, Account Executive, or Producer, ensuring production and quality standards are met while safeguarding against liability.
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 coverage.
Monitor accounts receivable reports and take action on delinquent accounts.
Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy.
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 customer service experience in insurance.
Thorough knowledge of insurance brokerage and client needs.
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 salary 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.
What To Expect (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, skills, and location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Senior Level Not Applicable
Employment Type Full‑time
Job Function Sales and Business Development
Industries Insurance
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Title:
Account Manager Associate – Commercial Lines Location:
Hybrid preferred – 1 day a week in Binghamton, Rochester, or Syracuse, NY office; OR fully remote (EST or CST zones) Book Focus:
90% Construction / Contractors, 10% General, Habitational, Manufacturing Remote Policy:
Individuals within a 50‑mile radius of a branch may be required to work onsite in a hybrid capacity.
About the Role Provide administrative and customer service support to the account team, Producer, and assigned group of accounts. Work with minimal direction from an Account Manager, Account Executive, or Producer, ensuring production and quality standards are met while safeguarding against liability.
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 coverage.
Monitor accounts receivable reports and take action on delinquent accounts.
Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy.
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 customer service experience in insurance.
Thorough knowledge of insurance brokerage and client needs.
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 salary 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.
What To Expect (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, skills, and location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Senior Level Not Applicable
Employment Type Full‑time
Job Function Sales and Business Development
Industries Insurance
#J-18808-Ljbffr