FULL_TIME

FEED

UNKNOWN

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. Supporting: Shared Services - provides temporary service support to other IOA account teams and account management support to new producers during their first 3-6 months.

YEAR

<p><b>Description</b></p><p style="text-align:left"><u><b>Job Description:</b></u></p><p style="text-align:inherit"/><div><div><p><b>Title: Account Manager - Commercial Lines</b> </p></div><div><p><b>Fully Remote: </b>candidates in Central or Mountain Time Zones<br/><b>Supporting: </b>Shared Services - provides temporary service support to other IOA account teams and account management support to new producers during their first 3-6 months.<br/><b>Seeking: </b>construction / contractor experience & real estate experience<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></div><div><p> <br/><b>Key Responsibilities:</b> </p></div><div><ul><li><p><b>Technical Competence</b>: Maintain technical competence and industry expertise. </p></li></ul></div><div><ul><li><p><b>Team Leadership</b>: Direct daily activities of the account management team. </p></li></ul></div><div><ul><li><p><b>Customer Service</b>: Handle customer service requests, policy administration, billing, claims, and coverage analysis. </p></li></ul></div><div><ul><li><p><b>Policy Management</b>: Manage policy expirations and renewals. </p></li></ul></div><div><ul><li><p><b>Renewal Process</b>: Conduct client research, prepare submissions, negotiate coverages, and present proposals. </p></li></ul></div><div><ul><li><p><b>Accounts Receivable</b>: Monitor reports and take action on delinquent accounts, collecting outstanding balances. </p></li></ul></div><div><ul><li><p><b>System Maintenance</b>: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. </p></li></ul></div><div><ul><li><p><b>Activity Monitoring:</b> Monitor and maintain activity/suspense to ensure timely completion. </p></li></ul></div><div><ul><li><p><b>Communication:</b> Maintain frequent, transparent communication with the account team regarding workload status and any issues. </p></li></ul></div><div><ul><li><p><b>Service Excellence:</b> Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. </p></li></ul></div><div><ul><li><p><b>Policy Compliance:</b> Stay updated on company policies and procedures. </p></li></ul></div><div><ul><li><p><b>Continuous Improvement:</b> Seek and adopt best practices to improve individual and team performance. </p></li></ul></div><div><ul><li><p><b>Champion IOA Values:</b> Demonstrate integrity and leadership. </p></li></ul></div><div><p> <br/><b>Ideal Candidate Qualifications:</b> </p></div><div><ul><li><p>5 years of account management experience </p></li></ul></div><div><ul><li><p>Thorough knowledge of insurance brokerage and client needs </p></li></ul></div><div><ul><li><p>Required active licensing; professional designation (CIC or equivalent) preferred </p></li></ul></div></div><div><div><ul><li><p>Strong analytical, problem-solving, and decision-making skills </p></li></ul></div><div><ul><li><p>Exceptional customer service, communication, multitasking, and organizational skills </p></li></ul></div><div><ul><li><p>Proficiency in MS Office (Outlook, Word, Excel) </p></li></ul></div><div><ul><li><p>High School Diploma (or equivalent) </p></li></ul></div><div><p> <br/><b>What We Offer:</b> </p></div><div><ul><li><p>Competitive salaries and bonus potential </p></li></ul></div><div><ul><li><p>Company-paid health insurance </p></li></ul></div><div><ul><li><p>Paid holidays, vacations, and sick time </p></li></ul></div><div><ul><li><p>401K with employer match </p></li></ul></div><div><ul><li><p>Professional growth and career progression opportunities </p></li></ul></div><div><ul><li><p>Respectful culture and work/family life balance </p></li></ul></div><div><ul><li><p>Community service commitment </p></li></ul></div><div><ul><li><p>Supportive teammates and a rewarding work environment </p></li></ul></div><div><p> <br/><b>What to Expect (Application Process):</b> </p></div><div><ul><li><p>30-Minute Phone Screen, Online Assessments, and Interview(s) </p></li></ul></div></div><p/><p style="text-align:inherit"/><p style="text-align:left"><u><b>Salary Range</b></u></p><p>The expected pay range for this position is $70,000.00 to $90,000.00 per year, depending on experience, relevant skills, and geographic location.</p><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 Insurance Account Manager (Central or Mountain Time Zone)

Accounts Receivable

Aged Care

Analysis Skills

Best Practices

Billing

Brokerage

Business Support

Childcare

Construction

Continuous Improvement

Corporate Policies

Customer Retention/Renewal

Customer Support/Service

Customer/Client Research

Data Quality

Diversity

Health Insurance

Insurance

Insurance Sales

Leadership

Licensing

Maintenance Services

Microsoft Excel

Microsoft Office

Microsoft Outlook

Microsoft Word

Multitasking

Negotiation Skills

Organizational Skills

Past Due Accounts

Policy Development

Problem Solving Skills

Real Estate

Research Skills

Sales Management

Service Delivery

Systems Maintenance

Team Lead/Manager

Time Management

Work From Home

Jobvite Talemetry Organic Easy Apply

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. Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.

HOUR

<p><b>Description</b></p><p style="text-align:left"><u><b>Job Description:</b></u></p><p style="text-align:inherit"/><p><b>Title: Account Associate - Shared Services</b> </p><p/><p><b>Fully Remote</b></p><p/><p><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> </p><p> <br/><b>About the Role:</b> Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues. </p><p> <br/><b>Key Responsibilities:</b> </p><ul><li><p><b>Team Support:</b> Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant. </p></li></ul><ul><li><p><b>Office Support:</b> Assist with general office tasks and administration. </p></li></ul><ul><li><p><b>Policy Processing:</b> Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders. </p></li></ul><ul><li><p><b>Task Management:</b> Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows. </p></li></ul><ul><li><p><b>Data Management:</b> Maintain accurate and up-to-date data in agency systems. </p></li></ul><ul><li><p><b>Activity Monitoring:</b> Ensure timely completion of tasks and activities. </p></li></ul><ul><li><p><b>Communication:</b> Keep the account team informed of workload status and any issues. </p></li></ul><ul><li><p><b>Service Excellence:</b> Provide proactive and responsive service. </p></li></ul><ul><li><p><b>Performance Monitoring:</b> Ensure productivity and quality standards are met. </p></li></ul><ul><li><p><b>Promote Culture:</b> Participate in team building and promote a positive work environment. </p></li></ul><ul><li><p><b>Continuous Improvement:</b> Seek and adopt best practices. </p></li></ul><ul><li><p><b>Compliance:</b> Stay updated on company policies and procedures. </p></li></ul><ul><li><p><b>Professional Development:</b> Enhance technical skills and industry knowledge. </p></li></ul><ul><li><p><b>Relationship Building:</b> Foster positive relationships with colleagues and leadership. </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 industry experience</p></li></ul><ul><li><p>Thorough knowledge of insurance brokerage and client needs </p></li></ul><ul><li><p>Required active licensing </p></li></ul><ul><li><p>Strong analytical, problem-solving, and decision-making skills </p></li></ul><ul><li><p>Exceptional customer service, communications. 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><p style="text-align:inherit"/><p style="text-align:left"><u><b>Salary Range</b></u></p><p>The expected pay range for this position is $20.67 to $24.00 per hour, depending on experience, relevant skills, and geographic location.</p><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>

Hybrid Accounting Jobs in Bozeman, MT

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Hybrid Accounting Jobs in Bozeman, MT

Commercial Insurance Account Manager (Central or Mountain Time Zone) Insurance Office of America

Account Associate - Shared Services Insurance Office of America

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