Commercial Account Manager- Remote

2 weeks ago

Longwood, United States Insurance Office of America Full time
Description

Position at Insurance Office of America

*** This is a Remote work opportunity based out of our Longwood, 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.

  • Operations Manager

    2 weeks ago

    Longwood, United States General Placement Service Full time

    Job DescriptionJob DescriptionWe have a great opportunity for a self-driven leader with outstanding people skills!Voted as one of the Top Workplaces, this large insurance agency has an immediate opening for an Operations Manager in their Atlanta office. The Operations Manager will monitor the day-to-day activities of the agency and ensure overall growth and...

  • Commercial Insurance Assistant

    1 month ago

    Longwood, United States Higginbotham Full time

    Stahl & Associates Insurance , a Higginbotham Partner, has an immediate need for a Commercial Lines Assistant in our Longwood, FL office. We are looking for an energetic, eager, self-motivated professional to join our amazing team and provide top notch service to our clients. This is a great position for someone wanting to grow their insurance...

  • Commercial Insurance Assistant

    1 month ago

    Longwood, United States Higginbotham Insurance Agency Full time

    Stahl & Associates Insurance, a Higginbotham Partner, has an immediate need for a Commercial Lines Assistant in our Longwood, FL office. We are looking for an energetic, eager, self-motivated professional to join our amazing team and provide top notch service to our clients. This is a great position for someone wanting to grow their insurance career or take...

  • Accounts Payable Manager

    1 month ago

    Longwood, United States Kustom US Full time

    Kustom US INC.- Experience That Builds Trust! Kustom US is seeking an Accounts Payable Manager. The A/P Manager will ensure that the A/P department operates smoothly, maintains accurate and complete records regarding payments to suppliers, lenders, and employees. This role will hire, train, and support A/P department staff. Additionally, the A/P Manager...

  • Accounts Payable Manager

    4 weeks ago

    Longwood, United States Kustom US Full time

    Kustom US INC.- Experience That Builds Trust! Kustom US is seeking an Accounts Payable Manager. The A/P Manager will ensure that the A/P department operates smoothly, maintains accurate and complete records regarding payments to suppliers, lenders, and employees. This role will hire, train, and support A/P department staff. Additionally, the A/P Manager will...

  • Accounts Payable Manager

    3 weeks ago

    Longwood, United States Kustom US Full time

    Kustom US INC.- Experience That Builds Trust! Kustom US is seeking an Accounts Payable Manager. The A/P Manager will ensure that the A/P department operates smoothly, maintains accurate and complete records regarding payments to suppliers, lenders, and employees. This role will hire, train, and support A/P department staff. Additionally, the A/P Manager will...

  • Accounts Payable Manager

    1 month ago

    Longwood, United States Kustom US Inc Full time

    Job DescriptionJob DescriptionKustom US INC.- Experience That Builds Trust!Kustom US is seeking an Accounts Payable Manager. The A/P Manager will ensure that the A/P department operates smoothly, maintains accurate and complete records regarding payments to suppliers, lenders, and employees. This role will hire, train, and support A/P department staff....

  • Accounts Receivable Manager

    1 month ago

    Longwood, United States Kustom US Inc Full time

    Job DescriptionJob DescriptionFounded in 1968, Kustom has spent decades earning a stellar reputation as a nationally acclaimed, industry-leading property restoration firm. We offer unparalleled full-service restoration and emergency services to commercial, industrial, and residential clients. Our legacy is built on innovative thinking, meticulous attention...

  • Accounts Receivable Manager

    2 weeks ago

    Longwood, United States Kustom US Inc Full time

    Job DescriptionJob DescriptionFounded in 1968, Kustom has spent decades earning a stellar reputation as a nationally acclaimed, industry-leading property restoration firm. We offer unparalleled full-service restoration and emergency services to commercial, industrial, and residential clients. Our legacy is built on innovative thinking, meticulous attention...

  • Sales Representative

    4 weeks ago

    Longwood, United States CertaPro Painters of North Orlando - Space Coast Full time

    CertaPro Painters is a leader in the residential and commercial painting industry throughout North America. We are an organization of professional painting contractors specializing in beautifying homes and buildings; interiors, exteriors, commercial, offices, and condominiums. Our success has been built on the foundation of delivering certainty to our...

  • Sales Representative

    1 month ago

    Longwood, United States CertaPro Painters of North Orlando - Space Coast Full time

    Job DescriptionJob DescriptionCertaPro Painters is a leader in the residential and commercial painting industry throughout North America. We are an organization of professional painting contractors specializing in beautifying homes and buildings; interiors, exteriors, commercial, offices, and condominiums. Our success has been built on the foundation of...

  • Sales Representative

    2 weeks ago

    Longwood, United States CertaPro Painters of North Orlando - Space Coast Full time

    Job DescriptionJob DescriptionCertaPro Painters is a leader in the residential and commercial painting industry throughout North America. We are an organization of professional painting contractors specializing in beautifying homes and buildings; interiors, exteriors, commercial, offices, and condominiums. Our success has been built on the foundation of...

  • Senior Account Manager

    1 month ago

    Longwood, United States Insurance Office of America Full time

    Description Position at Insurance Office of America *** This is a Remote opportunity based out of our Longwood, FL office for those with Florida Insurance experience. *** 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...

  • Senior Account Manager

    4 weeks ago

    Longwood, United States Insurance Office of America Full time

    Description Position at Insurance Office of America *** This is a Remote opportunity based out of our Longwood, FL office for those with Florida Insurance experience. *** 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...

  • Elevator Sales Account Manager

    1 week ago

    Longwood, United States Oracle Elevator Full time

    Oracle Elevator Company is the fastest growing independent elevator services provider in the nation. We are seeking an Account Manager to support our existing customer base. Generate sales among client accounts, including upsell and cross-selling Operates as the point of contact for assigned customers Develops and maintains long-term relationships with...

  • Accounting Specialist

    2 weeks ago

    Longwood, United States Insurance Office of America Full time

    **Title: Accounting Specialist - Agency Bill** 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...

  • Senior Vice President of Accounting and Finance

    2 weeks ago

    Longwood, United States Kustom US Inc Full time

    Job DescriptionJob DescriptionFounded in 1968, Kustom has spent decades earning a stellar reputation as a nationally acclaimed, industry-leading property restoration firm. We offer unparalleled full-service restoration and emergency services to commercial, industrial, and residential clients. Our legacy is built on innovative thinking, meticulous attention...

  • Account Assistant

    3 weeks ago

    Longwood, United States Insurance Office of America Full time

    **Title**:Account **Assistant**: - **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,...

  • Bond/Surety - Account Manager

    3 weeks ago

    Longwood, Florida, United States Insurance Office of America Full time

    Position at Insurance Office of America Title: Bond 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...

  • Sales Executive- West Territory

    1 month ago

    Longwood, United States Millennium Trust Company Full time

    Take the next step in your journey. At Millennium Trust Company, you will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering...