![Insurance Office of America](https://media.trabajo.org/img/noimg.jpg)
Senior Account Manager
4 weeks ago
Title: Senior Account Manager
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 clichés 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. Serving as a subject matter expert for administrative, customer service and account management team key duties and responsibilities.
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
- Serve as Account Manager Subject Matter Expert answering questions, providing support, and developing solutions to client problems for account team
- Assist in directing day-to-day activities and workflow assigned to administrative, customer service and account management team that are performed on assigned book of business, which include delegation and prioritization of assignment/task, communication on performance expectations, and monitoring execution to ensure performance requirements and timelines are met
- 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 work proactively to ensure appropriate actions are taken to facilitate renewals and ensure all new and renewal insurance policies are bound, billed and issued accurately and delivered to the Client/Insured within required timeframe
- Manage new business and policy renewal process in conjunction with 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 or Producer 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:
5+ years of account management experience; or 7+ years related experience in the insurance industry
Has a very good working knowledge of insurance brokerage business and all 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.
-
Senior Staff Accountant
3 weeks ago
Tallahassee, United States Marriott Vacations Worldwide Full timeSchedule/Location Must have the ability to commute to our Orlando, FL office as needed. Our Adaptable Work Model allows for most work to be done from your home office. However, this is not a fully remote role and will require in-office attendance from time to time, according to business need. Monday – Friday, General Office Hours (Eastern Time Zone) This...
-
Lead Senior Accountant
1 week ago
Tallahassee, United States Marriott Vacations Worldwide Full timeSchedule/LocationMust possess the capability to travel to our office as necessary. Our Flexible Work Model allows for the majority of tasks to be performed from your home office. However, this is not a fully remote position and will necessitate in-office presence occasionally, based on business requirements.Standard working hours are Monday – Friday,...
-
Senior Staff Accountant
2 months ago
Tallahassee, United States Marriott Vacations Worldwide Full timeSchedule/Location Must have the ability to commute to our Orlando, FL office as needed. Our Adaptable Work Model allows for most work to be done from your home office. However, this is not a fully remote role and will require in-office attendance from time to time, according to business need. Monday – Friday, General Office Hours (Eastern Time Zone) This...
-
Senior Accountant
1 week ago
Tallahassee, United States State of Florida Full timePosition OverviewThe Senior Accountant will be responsible for the meticulous examination of financial documents to ensure accuracy and compliance. This role involves:Invoice Auditing: Reviewing invoices against data in the Florida Accountability Contract Tracking System (FACTS) and the Contract Tracking System (CTS).Voucher Assembly: Daily preparation of...
-
Senior Accountant, Benefits
1 month ago
Tallahassee, United States Vontier Full timeVontier Senior Accountant, Benefits Tallahassee, Florida Apply Now Can be Remote working in Eastern US Time Zone OR Hybrid role based in Raleigh, NC, with the expectation of 2-3 days per week in office. The Senior Benefits Accountant is responsible for the administration and accounting for payroll and employee benefits, ensuring that all financial...
-
Senior Financial Accountant
1 week ago
Tallahassee, United States D.R. Horton Full timeD.R. Horton, Inc., recognized as the largest homebuilder in the United States, was established in 1978 and is publicly traded on the New York Stock Exchange. The company specializes in the construction and sale of high-quality residences primarily targeting entry-level and first-time move-up buyers. Additionally, it offers mortgage financing and title...
-
Senior Accountant II
3 weeks ago
Tallahassee, United States Adecco USA Full timeWe are looking for a Senior Accountant II to become part of our team in Sarasota, FL! Pay: Up to $100,000 annually! Shift: Monday-Friday Hybrid Role - 2 days onsite, can be flexible 8am-5pm Qualifications: Required: Bachelor's Degree in Finance or Accounting. Required: Experience with Great Plains/Microsoft Dynamics GP. Required: Generally Accepted...
-
Tallahassee, United States Discovery Senior Living Full timeAbout Discovery Senior LivingDiscovery Senior Living is a leading entity among the top five senior housing providers in the United States, recognized for its excellence in designing, developing, marketing, and managing a diverse portfolio of upscale senior living communities. With over 250 locations across nearly 40 states and a workforce of 15,000 dedicated...
-
Senior Financial Analyst
2 months ago
Tallahassee, United States Elegance Senior Living Full timeKey Responsibilities: Collaborate closely with Functional Leaders to spearhead Company-wide initiatives aimed at boosting revenue and optimizing expenses, aligning with community NOI objectives. Utilize analytical problem-solving techniques to address intricate business inquiries, providing data-backed responses. Provide exceptional customer service by...
-
Senior Accountant
1 week ago
Tallahassee, United States State of Florida Full timePosition Overview: The State of Florida is seeking a qualified individual for the role of ACCOUNTANT III. This position plays a critical role in managing financial operations and ensuring compliance with regulatory standards.Key Responsibilities: - Oversee and manage accounting functions including accounts payable and receivable. - Conduct audits and prepare...
-
Senior Accountant
1 week ago
Tallahassee, United States State of Florida Full timeRequisition No: Agency: State of Florida Position Title:ACCOUNTANT IIICompensation Plan:Career Service Position Number: Salary: $1,688.00 Biweekly Job Overview: The Accountant III will be responsible for a variety of accounting functions including but not limited to financial reporting, budgeting, and accounts receivable management. Key Responsibilities: 1....
-
Senior Accountant
1 week ago
Tallahassee, United States Dataiku Full timeCompany Overview: Dataiku is a leader in the field of Everyday AI, dedicated to improving business outcomes through effective data management and utilization. We are in search of a committed Accountant to become a part of our dynamic team.Key Responsibilities:Conduct bank reconciliations for both domestic and international entities.Manage journal entries and...
-
Senior Account Growth Specialist
16 hours ago
Tallahassee, United States Notified Full timeAbout the RoleWe are seeking a highly motivated and experienced Enterprise Sales Professional to join our team at Notified. As a Senior Account Growth Specialist, you will be responsible for driving business growth and revenue expansion through strategic sales initiatives.Key ResponsibilitiesDevelop and execute sales strategies to penetrate new enterprise...
-
Experienced Senior Accountant II
1 week ago
Tallahassee, United States Adecco USA Full timePosition Overview:We are seeking a qualified Senior Accountant II to contribute to our financial team.Compensation:Up to $100,000 annuallyWork Schedule:Monday to FridayHybrid Role - 2 days onsite, flexible arrangementsStandard hours: 8am to 5pmEssential Qualifications:Mandatory:- Bachelor's Degree in Finance or Accounting.- Proficiency with Great...
-
Experienced Senior Accountant II
1 week ago
Tallahassee, United States Adecco USA Full timePosition Overview:We are seeking a qualified Senior Accountant II to contribute to our financial operations.Compensation:Up to $100,000 annuallyWork Schedule:Monday to FridayHybrid Role - 2 days onsite, flexible arrangements available8am to 5pmEssential Qualifications:Mandatory:- Bachelor's Degree in Finance or Accounting.- Proficiency with Great...
-
Financial Accounting Manager
4 weeks ago
Tallahassee, United States inTulsa Full timeInTulsa is partnering with Next Gen Tax to find candidates for this exciting role in Tulsa. Location: Tulsa, OK. This is a hybrid position for those already in Tulsa, OK or willing to relocate to Tulsa, OK. At NextGen, your “small” business is a BIG deal. It’s passion. It's income. It's legacy. Our team of CPAs, MBAs, and attorneys is the best and...
-
Experienced Senior Accountant II
1 week ago
Tallahassee, United States Adecco USA Full timePosition Overview:We are seeking a qualified Senior Accountant II to contribute to our financial team.Compensation:Up to $100,000 annuallyWork Schedule:Monday to FridayHybrid Role - 2 days onsite, flexible arrangements available8am to 5pmEssential Qualifications:Mandatory: Bachelor's Degree in Finance or Accounting.Mandatory: Proficiency in Great...
-
Senior Program Manager
1 week ago
Tallahassee, United States MGT Full timePosition: Senior Project ManagerCompany: MGTRole Overview: We are seeking a highly skilled Senior Project Manager to oversee and guide our project initiatives. This role requires a strategic thinker with a strong background in project management and a proven ability to lead teams effectively.Key Responsibilities:Project Planning: Formulate detailed project...
-
Senior Category Manager
1 month ago
Tallahassee, Florida, United States Danfoss Full timeJob DescriptionSegment Procurement in Danfoss Climate Solutions is looking for an experienced and self-driven Senior Category Manager with a strong strategic mindset to join our North American Team. Our ambition is to support the Danfoss growth journey by providing strategic procurement business insights to our matrix procurement colleagues and businesses. ...
-
Senior Database Manager
1 month ago
Tallahassee, Florida, United States TECKpert Full timeWe are looking for an Senior Database Manager to support our client based in Tallahassee, Florida.US BASED CANDIDATES ONLY. This is an remote position. *No third parties and no sponsorship*Who we areFounded in 2009 and headquartered in beautiful Miami, FL, TECKpert is a tech consulting and staff augmentation firm. At TECKpert, we offer a contingent workforce...