Insurance Office of America ยท 1 day ago
Account Manager - Commercial Lines
Syracuse, NY
Full-time
Remote
Mid, Senior Level
5+ years exp
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Responsibilities
Maintain technical competence and industry expertise.
Direct daily activities of the account management team.
Handle customer service requests, policy administration, billing, claims, and coverage analysis.
Manage policy expirations and renewals.
Conduct client research, prepare submissions, negotiate coverages, and present proposals.
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 transparent communication with the account team, ensuring all parties are informed of workload status, questions, concerns, and discrepancies.
Deliver excellent service and proactively anticipate client needs.
Stay updated on company policies and procedures.
Champion IOA core values and demonstrate integrity and leadership.
Qualification
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Required
3+ years of account management experience or 5+ years in the insurance industry
Thorough knowledge of insurance brokerage and client needs
Required active licensing
Strong analytical, problem-solving, and decision-making skills
Exceptional customer service, multitasking, and organizational skills
Excellent communication skills
Proficiency in MS Office (Outlook, Word, Excel)
High School Diploma (or equivalent)
Preferred
professional designation (CIC or equivalent)
Benefits
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Employee stock plan participation
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
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
Represents job field similar to this job
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
