Senior Account Manager- Commercial Lines Insurance

****This position is based out of our Gainesville office. Candidates residing outside of this geographical region, but within a 45 minute commute, will also be considered in a fully remote capacity.***

We’re Insurance Office of America, one of the nation’s largest privately held agencies. IOA was founded in 1988 with the idea that professional client service provided by knowledgeable, caring, and passionate people makes for a winning combination. Whether working at our home office in suburban Orlando, Florida, one of our branch offices across the US and Northern Ireland, or with one of our subsidiary companies, the continued growth of our nearly 1,300 employees is a testament to our belief that great things start with great people!

At IOA, we’re driven by our mission and core values. We work hard, but we have fun too. Workplace ideals like leading by serving, work/family life balance, and giving back to our community aren’t just clichés here – they’re a part of who we are. We believe in helping people grow, develop and achieve their professional goals, so when you join the IOA team you truly become a partner in our shared success.

This position is 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.

Sr. Commercial LinesAccount Manageressential functions include:

• Maintains high degree of technical competence and industry/market expertise
• Exercises discretion and independent judgment to ensure beneficial outcomes for clients and IOA
• Serves as Account Manager Subject Matter Expert answering questions, providing support, and developing solutions to client problems for account team
• Assists 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
• Manages 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
• Manages 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

• Monitors Accounts Receivables reports and takes action on any delinquent accounts along with collecting outstanding balances due
• Maintains 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
• Monitors and maintains activity/suspense, taking necessary action to ensure completion within required time frame
• Maintains 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
• Delivers excellent service at all times, including proactively anticipating needs, maintaining frequent and professional communication, and responding quickly to service requests
• Continually stays abreast of all company policies and procedures to ensure good knowledge, execution and compliance of standard operating procedures
• Continually seeks to improve individual and team performance, including identifying, communicating and adopting best practices
• Lives and champions 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
• Performs other duties as assigned

Qualified candidates will have:

• 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)

Great Reasons to Work at IOA include:

• 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

If you're ready to take a leap forward in your career, please click below to apply. Any candidates meeting the qualification requirements for the Commercial Lines SeniorAccount Managerrole will be contacted. We’re looking forward to hearing from you!

IOA is an Equal Opportunity Employer, and has been recognized as a great place to work by Business Insurance magazine, Florida Trend, and the Orlando Sentinel.

**Remote / work at home option available

Job Type: Full-time

Pay: $80,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Supplemental pay types:

• Bonus opportunities

Weekly day range:

• Monday to Friday

Work setting:

• Remote

Experience:

• Insurance Account Management: 3 years (Preferred)
• Commercial Lines: 3 years (Required)

License/Certification:

• Property & Casualty License (Required)

Work Location: Remote