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Insurance Office of America · 2 days ago
Senior Account Manager
Oviedo, FL
Full-time
Onsite
Senior Level
5+ years exp
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Insider Connection @Insurance Office of America
Responsibilities
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
Qualification
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Required
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
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)
Preferred
At least one professional designation preferred, such as CIC or equivalent
Benefits
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
Company
Insurance Office of America
Insurance Office of America is a full-service insurance agency.
1,001-5,000 employees
H1B Sponsorship
Insurance Office of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Trends of Total Sponsorships
2022 (1)
Funding
Current Stage
Late StageLeadership Team
Heath Ritenour
CEO and Chairman
Dennis Robinson
Sr. Vice President / Partner
Recent News
Fintech Finance
2022-04-07
Company data provided by crunchbase
