Insurance Office of America · 10 hours ago
Account Manager Associate- Commercial Lines- SBU
Longwood, FL
Full-time
Remote
Mid, Senior Level
7+ years exp
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Responsibilities
Maintain intermediate understanding of technical competence and industry/market expertise
Exercise discretion and independent judgment with respect to account management with the goal of ensuring beneficial outcomes for clients and IOA
Assist in directing day-to-day activities and work flow assigned to Team Support/Receptionist, Account Assistant and/or Account Associate
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; 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 in conjunction with AM, AE and/or Producer 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
Process tasks as necessary for the team accurately and within required timeframes.
Assist to ensure all new and renewal insurance policies are processed accurately and within required timeframes by tracking policy expirations for existing clients and works proactively to ensure appropriate actions are taken to facilitate renewals
Assist in review of contracts to ensure proper coverages are included
Monitor Accounts Receivables report and takes action on any delinquent accounts along with collecting outstanding balances due
Data entry and 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
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 account team is fully informed of workload status, questions and/or any errors, discrepancies or changes related to assigned duties and tasks
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
7+ years of customer service experience in the insurance industry
Has a very good working knowledge of insurance brokerage business and the assigned 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 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)
Benefits
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
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
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
