Commercial Insurance Account Manager Associate/ Account Manager - Future Opportunities

Insurance Office of America•Palm Bay, FL

6d•$55,000 - $90,000

About The Position

This is a talent-pipeline posting for future Commercial Insurance opportunities with Insurance Office of America (IOA); an immediate opening may not be available. Depending on experience, interests, location, and business needs, candidates may be considered for Account Manager Associate or Account Manager positions. Book focus areas include General, Construction, and Transportation. Work mode may be remote or hybrid, and location may vary based on business need. Account Manager Associates may handle customer service requests, policy administration, billing, claims, coverage analysis, expirations, and renewals. Renewal work may include researching clients, gathering underwriting information, analyzing loss runs, preparing submissions and proposals, evaluating and negotiating coverage and pricing, binding coverage, and following up on policy issuance. The role may also assist with directing the day-to-day workflow of support and account staff, reviewing contracts, monitoring delinquent accounts, maintaining systems and activity records, and communicating workload status and issues to the account team. Account Managers may direct the daily activities of the account management team and handle customer service requests, policy administration, billing, claims, coverage analysis, policy expirations, and renewals. Renewal responsibilities may include client research, submission preparation, negotiating coverage, and presenting proposals. The role also includes monitoring delinquent accounts, maintaining agency and carrier/vendor systems and records, tracking activities and suspense items, and communicating with the account team. Both opportunity types call for excellent service, anticipating client needs, timely task completion, compliance with company policies and procedures, continuous improvement, and demonstrating IOA’s values, integrity, and leadership. Responsibilities and qualifications may vary with the specific role, level, location, area of focus, and business need. Compensation varies by opportunity, experience, skills, and location. The stated annual ranges are $55,000–$65,000 for Account Manager Associate and $70,000–$90,000 for Account Manager. IOA describes its culture as respectful and supportive, with a commitment to work-life balance and community service.

Requirements

Relevant experience within the applicable job family or talent area.
Strong service, collaboration, and relationship-management skills.
Knowledge of 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 specific opportunity.
Experience level and areas of expertise will be considered when determining the best-fit opportunities.

Nice To Haves

Depth of relevant experience and technical or functional knowledge.
Experience supporting complex work, clients, projects, or business relationships.
Experience with 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.

Responsibilities

Maintain technical competence and industry expertise.
For Account Manager Associate opportunities, assist in directing the day-to-day activities and workflow of team support/receptionist, account assistant, and/or account associate staff.
For Account Manager opportunities, direct the daily activities of the account management team.
Handle customer service requests, policy administration, billing, claims, and coverage analysis.
Manage policy expirations and renewals.
For Account Manager Associate renewal work, research clients, gather underwriting information, analyze loss runs, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.
For Account Manager renewal work, conduct client research, prepare submissions, negotiate coverages, and present proposals.
Process tasks accurately and within required timeframes.
Assist with reviewing contracts to ensure proper coverages are included, where applicable to the Account Manager Associate opportunity.
Monitor reports and take action on delinquent accounts, including collecting outstanding balances.
Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
Monitor and maintain activity and suspense items to ensure timely completion.
Maintain frequent, transparent communication with the account team about workload status and issues.
Deliver excellent service, proactively anticipate needs, and respond promptly to service requests.
Stay current with company policies and procedures.
Seek and adopt best practices to improve individual and team performance.
Demonstrate integrity and leadership and champion IOA’s core values.