Insurance Office of America · 1 month ago
Account Manager Associate - Commercial Lines (Fully Remote Option)
United States
Full-time
Remote
Entry, Mid Level
$55K/yr - $70K/yr
1+ years expInsurance Office of America is a company that provides insurance services, and they are seeking an Account Manager Associate to provide administrative and customer service support to the account team. The role involves managing policy expirations and renewals, handling customer service requests, and ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions.
Insurance
Responsibilities
Maintain technical competence and industry expertise
Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate
Handle customer service requests, policy administration, billing, claims, and coverage analysis
Manage policy expirations and renewals
Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance
Process tasks accurately and within required timeframes
Assist in reviewing contracts to ensure proper coverages are included
Monitor reports and take action on delinquent accounts, collecting outstanding balances
Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness
Monitor and maintain activity/suspense to ensure timely completion
Maintain frequent, transparent communication with the account team regarding workload status and any issues
Deliver excellent service, proactively anticipate needs, and respond quickly to service requests
Stay updated on company policies and procedures
Seek and adopt best practices to improve individual and team performance
Demonstrate integrity and leadership
Qualification
Required
1-3 years actively managing a commercial lines book
3-5 years of customer service experience in the insurance industry
Thorough knowledge of insurance brokerage and client needs
Required active property & casualty licensing
Strong analytical, problem-solving, and decision-making skills
Exceptional customer service, communication, multitasking, and organizational skills
Proficiency in MS Office (Outlook, Word, Excel)
High School Diploma (or equivalent)
Preferred
Professional designation preferred
Benefits
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment
Company
Insurance Office of America
Insurance Office of America is a full-service insurance agency.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-10-07Private Equity
Leadership Team
Dennis Robinson
Sr. Vice President / Partner
Heath Ritenour
Chairman of the Board
Recent News
2026-01-22
FinTech Global
2025-10-07
Company data provided by crunchbase