Account Manager - Commercial Lines Insurance - Hybrid/ Remote work Model
Company: Insurance Office of America
Location: Jupiter
Posted on: May 9, 2024
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Job Description:
Description Position at Insurance Office of America *** This is
a Hybrid/ Remote Opportunity based out of our Jupiter, FL Office***
Title: Account Manager - Commercial Lines Welcome to Insurance
Office of America - one of the nation's largest and premier
privately held insurance agencies! Recognized as a Top Workplaces
USA Award winner, IOA's commitment to both a rewarding culture and
employee satisfaction is unwavering. Prioritizing a strong
work/life balance, personal and professional growth, competitive
benefits, and giving back to our community aren't just clichs here
- they're a part of who we are. With a growing workforce and over
60 office locations across the US and Northern Ireland, we can
confidently serve our clients with an unmatched standard of
excellence. Want to learn more? Complete the application below and
one of our talented recruiters will be ready to answer any other
questions you may have. Job Summary Working in conjunction with
Account Executive (AE) or Producer and following established
industry and company guidelines; responsible for managing an
assigned book of business; increasing account retention and new
business support; and meeting all performance requirements
regarding production, quality, and ensuring that no liability
associated with errors and omissions occur. Responsible for
strategic coordination and execution of day- to-day administrative
and customer service activities for assigned accounts, and capable
of resolving complex customer service problems, showing the ability
for critical thinking and thought process in taking the next step
in the best interest of the client, carrier partner and IOA. What
You'll Do: Maintain high degree of technical competence and
industry/market expertise Exercise discretion and independent
judgment to ensure beneficial outcomes for clients and IOA Direct
day-to-day activities and workflow assigned to administrative,
customer service and/or account management team which includes
delegation and prioritization of assignment/task, communication on
performance expectations, and monitoring execution to ensure
performance requirements and timelines are met Assist in monitoring
team performance to ensure productivity, efficiency, quality, and
service standards are met, recommending corrective actions to
Management when appropriate Management and execution of a variety
of customer service and value-added service requests/inquiries
including but not limited to: account activity; policy
administration and insurance placement; billing activity; claims
administration; coverage/loss analysis; contract review for
insurability; review policy forms and endorsements; review audits;
identify errors and facilitate corrective actions; Certificates of
Insurance; Evidences of Property; and Cancellation/Reinstatements
Manage policy expirations for existing clients and works
proactively to ensure appropriate actions are taken to facilitate
renewals and ensures all new and renewal insurance policies are
bound, billed and issued accurately and delivered to the
Client/Insured within required timeframe Manage policy renewal
process in conjunction with AM, AE and/or Producer, including but
not limited to: Conducting client research and gathering complete
underwriting information Conducting Loss Run Analysis Preparing
complete and accurate submissions including Acord applications
and/or supplemental forms; sending out to market and/or performing
Online Rating as required Evaluating and negotiating coverages and
pricing Preparing and presenting Proposals Binding coverage and
complying with any subjectivity(ies) as required by carrier,
Surplus Lines Association and/or IOA Preparing and executing
Premium Finance Agreements, when applicable Diligent follow up for
Policy Issuance Review all policies, identifying and notifying AE
or Producer of any discrepancies and ensuring that all necessary
changes are submitted to and issued by the carrier Maintaining
accurate and complete policy transaction detail, schedules and
Summaries of Insurance Monitor Accounts Receivables reports and
take action on any delinquent accounts along with collecting
outstanding balances due Maintain agency management system, other
agency supported systems and carrier/vendor online platforms,
ensuring all data entered is complete, clearly presented and
well-documented, accurate, and up-to-date Monitor and maintain
activity/suspense, taking necessary action to ensure completion
within required time frame Maintain frequent, transparent
communication with account team regarding individual and team
client service and policy administration activities, ensuring that
the AE, Producer and/or Management is fully informed of workload
status, questions, concerns and/or any errors, discrepancies or
changes as it relates to the account and their insurance policies
and facilitates appropriate/corrective actions Deliver excellent
service at all times, including proactively anticipating needs,
maintaining frequent and professional communication, and responding
quickly to service requests Continually stay abreast of all company
policies and procedures to ensure good knowledge, execution and
compliance of standard operating procedures Continually seek to
improve individual and team performance, including identifying,
communicating and adopting best practices Live and champion IOA
core values at all times, demonstrating the highest level of
personal character, integrity, and servant leadership Regular and
consistent attendance is expected, and a necessary component to the
job Perform other duties as assigned What We're Looking For: ---3+
years of account management experience; or 5+ years related
experience in the insurance industry ---Has a through working
knowledge of insurance brokerage business and assigned clients'
needs ---All required active licensing ---At least one professional
designation preferred, such as CIC or equivalent ---Strong
analytical, problem solving and decision making skills
---Exceptional customer service skills ---Excellent multi-tasking,
organizational, and prioritization skills ---Outstanding
verbal/written communication skills ---Ability to perform large
work volumes with high degrees of accuracy and attention to detail
---PC proficiency, including basic knowledge of MS Office products,
including Outlook, Word and Excel ---Exceptional personal character
---High School Diploma (or equivalent) What We Offer: Competitive
salaries and bonus earning potential Great benefits, including
company paid health insurance Paid time off for holidays,
vacations, and sick time 401K with an employer match Participation
in our employee stock plan Opportunities for professional growth
and career progression A culture that emphasizes respect for every
individual Company commitment to work/family life balance and
community service Teammates who share your drive for excellence
Knowing every day you are helping our clients protect their
families and businesses Still wondering if IOA is the right fit for
you? If you want to feel the significance of knowing your efforts
have been both recognized, appreciated and rewarded, then IOA is
right for you. If you want to feel valued and have a real influence
towards the continued success of your organization, then IOA is
right for you. If you want to feel the peace of knowing that you've
made the best decision of your professional life, then IOA is right
for you. Any unsolicited resumes or candidate profiles submitted to
e-mail accounts of employees of Insurance Office of America,
hereafter referred to as IOA, or any of its subsidiaries are
considered property of IOA for recruiting purposes and are not
subject to payment of agency fees. In order to be an authorized
vendor for IOA, any such agency must have an existing formal
written agreement signed by an authorized IOA HR leader and an
active working relationship with the organization. Resumes must be
submitted according to our candidate submission process, which
includes being actively engaged by IOA on the particular search by
a member of our Talent Acquisition Team. Likewise, for our
authorized Vendors, if the candidate submission process is not
followed, no agency fees will be paid by IOA or our
subsidiaries.
Keywords: Insurance Office of America, Boynton Beach , Account Manager - Commercial Lines Insurance - Hybrid/ Remote work Model, Executive , Jupiter, Florida
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