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About the Role

Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.

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 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.

Requirements

• 3+ years of account management experience, or 5+ years in the insurance industry
• Thorough knowledge of insurance brokerage and client needs
• Required active licensing
• Proficiency in MS Office (Outlook, Word, Excel)
• Individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity.
• Remote work requires a dedicated, distraction-free workspace.
• Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.

Skills

• Professional designation (CIC or equivalent) preferred
• Strong analytical skills
• Strong problem-solving skills
• Strong decision-making skills
• Exceptional customer service skills
• Exceptional communication skills
• Exceptional multitasking skills
• Exceptional organizational skills

Location

• Remote

Work Type

• Remote
• Hybrid

Experience Level

• 3+ years of account management experience
• 5+ years in the insurance industry

Education Level

• High School Diploma (or equivalent)

Salary/Compensations

• $80,000.00 - $90,000.00 annually

Benefits

• Competitive salaries and bonus potential
• 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

About the Company

• Insurance Office of America is an equal opportunity employer.
• We celebrate diversity and are committed to creating an inclusive environment for all employees.

Equal Opportunity

• Insurance Office of America is an equal opportunity employer.
• We celebrate diversity and are committed to creating an inclusive environment for all employees.