Insurance Office of America ยท 4 hours ago
Associate Account Manager
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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
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Required
7+ years of customer service experience 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 preferred
Benefits
Competitive salaries and bonus potential
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.
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 StageRecent News
Fintech Finance
2022-04-07
Company data provided by crunchbase