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ADAPTED_NOW

Insurance Agent

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.

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<p><b>Description</b></p><p style="text-align:left"><u><b>Job Description:</b></u></p><p style="text-align:inherit"/><div><div>Job Description</div></div><div><div><div><div><div><div><div><div><div><p><b>Title: Account Manager - Commercial Lines</b> </p><p><b>Fully Remote</b> (Eastern or Central Time Zone candidates)<b> | Supporting: </b>Charleston, SC<b> | Book Focus: </b>General, Construction, Contractors <br/> <br/><i>Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations</i> <br/> <br/><b>About the Role:</b> 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. </p><p> <br/><b>Key Responsibilities:</b> </p><ul><li><p><b>Technical Competence</b>: Maintain technical competence and industry expertise. </p></li></ul><ul><li><p><b>Team Leadership</b>: Direct daily activities of the account management team. </p></li></ul><ul><li><p><b>Customer Service</b>: Handle customer service requests, policy administration, billing, claims, and coverage analysis. </p></li></ul><ul><li><p><b>Policy Management</b>: Manage policy expirations and renewals. </p></li></ul><ul><li><p><b>Renewal Process</b>: Conduct client research, prepare submissions, negotiate coverages, and present proposals. </p></li></ul><ul><li><p><b>Accounts Receivable</b>: Monitor reports and take action on delinquent accounts, collecting outstanding balances. </p></li></ul><ul><li><p><b>System Maintenance</b>: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. </p></li></ul><ul><li><p><b>Activity Monitoring:</b> Monitor and maintain activity/suspense to ensure timely completion. </p></li></ul><ul><li><p><b>Communication:</b> Maintain frequent, transparent communication with the account team regarding workload status and any issues. </p></li></ul><ul><li><p><b>Service Excellence:</b> Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. </p></li></ul><ul><li><p><b>Policy Compliance:</b> Stay updated on company policies and procedures. </p></li></ul><ul><li><p><b>Continuous Improvement:</b> Seek and adopt best practices to improve individual and team performance. </p></li></ul><ul><li><p><b>Champion IOA Values:</b> Demonstrate integrity and leadership. </p></li></ul><p> <br/><b>Ideal Candidate Qualifications:</b> </p><ul><li><p>3+ years of commercial lines account management experience, or 5+ years in the insurance industry </p></li></ul><ul><li><p>Thorough knowledge of insurance brokerage and client needs </p></li></ul><ul><li><p>Required active property & casualty licensing; professional designation (CIC or equivalent) preferred </p></li></ul><ul><li><p>Strong analytical, problem-solving, and decision-making skills </p></li></ul><ul><li><p>Exceptional customer service, communication, multitasking, and organizational skills </p></li></ul><ul><li><p>Proficiency in MS Office (Outlook, Word, Excel) </p></li></ul><ul><li><p>High School Diploma (or equivalent) </p></li></ul><p> <br/><b>What We Offer:</b> </p><ul><li><p>Competitive salaries and bonus potential </p></li></ul><ul><li><p>Company-paid health insurance </p></li></ul><ul><li><p>Paid holidays, vacations, and sick time </p></li></ul><ul><li><p>401K with employer match </p></li></ul><ul><li><p>Employee stock plan participation </p></li></ul><ul><li><p>Professional growth and career progression opportunities </p></li></ul><ul><li><p>Respectful culture and work/family life balance </p></li></ul><ul><li><p>Community service commitment </p></li></ul><ul><li><p>Supportive teammates and a rewarding work environment </p></li></ul><p> <br/><b>What to Expect (Application Process):</b> </p><ul><li><p>30-Minute Phone Screen, Online Assessments, and Interview(s) </p></li></ul></div></div></div></div></div></div></div></div></div><p style="text-align:inherit"/><p style="text-align:left"><u><b>Salary Range</b></u></p><div><div>Pay For Transparency Salary Information</div></div><div><div><div><div><div><div><div><div><div><p>The expected pay range for this position is $60K to $90K per year, depending on experience, relevant skills, and geographic location.</p></div></div></div></div></div></div></div></div></div><p style="text-align:inherit"/><p style="text-align:left">Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</p>

Insurance Office of America

Commercial Lines Account Manager - Construction, Contractors (Remote Opportunity)

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