FULL_TIME

FEED

UNKNOWN

Task Processing: Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters. New and Renewal Business Support: 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.

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: Senior Account Associate - Commercial Lines</b> <br/><b>Work Mode: </b>Remote, Eastern and Central Time Zones only<b> | Location/Supporting: </b>Longwood, FL<b> | Book Focus: </b>General, Construction, Hospitality, Real Estate<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> </p></div><div><p> <br/><b>About the Role:</b> Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage small-sized accounts or those with the least complex needs. </p></div><div><p> <br/><b>Key Responsibilities:</b> </p></div><div><ul><li><p><b>Team Leadership:</b> Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate. </p></li></ul></div><div><ul><li><p><b>Policy Management:</b> Track policy expirations for existing clients, ensuring renewals are processed accurately and on time. </p></li></ul></div><div><ul><li><p><b>Task Processing:</b> Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters. </p></li></ul></div><div><ul><li><p><b>New and Renewal Business Support:</b> 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. </p></li></ul></div><div><ul><li><p><b>Contract Review:</b> Assist in reviewing contracts to ensure proper coverages are included. </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> </p></div><div><p><b>Ideal Candidate Qualifications:</b> </p></div><div><ul><li><p>3+ years of customer service experience in the insurance industry </p></li></ul></div><div><ul><li><p>Thorough knowledge of insurance brokerage and client needs </p></li></ul></div></div><div><div><ul><li><p>Required active licensing, professional designation (CISR) preferred </p></li></ul></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 style="text-align:inherit"/><p style="text-align:left"><u><b>Salary Range</b></u></p><p><i>The expected pay range for this position is 50-65K annually, depending on experience, relevant skills, and geographic location.</i></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

Senior Account Associate- Commercial Insurance

Accounts Receivable

Administrative Skills

Aged Care

Analysis Skills

Best Practices

Billing

Brokerage

Business Support

Check Processing

Childcare

Continuous Improvement

Contract Review

Corporate Policies

Customer Retention/Renewal

Customer Support/Service

Customer/Client Research

Data Quality

Diversity

Finance

Health Insurance

Hospitality Construction

Insurance

Insurance Sales

Leadership

Licensing

Maintenance Services

Microsoft Excel

Microsoft Office

Microsoft Outlook

Microsoft Word

Multitasking

Negotiation Skills

Organizational Skills

Past Due Accounts

Pricing

Proposal Writing

Quality Metrics

Real Estate

Research Skills

Sales Management

Service Delivery

Systems Maintenance

Team Lead/Manager

Time Management

Underwriting

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. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.

<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: Senior Account Manager - Commercial Lines</b> <br/><b>Fully Remote: </b>for candidates in Eastern or Central Time Zones<br/><b>Supporting: </b>Columbia, SC region<b> | Book Focus: </b>Large Accounts -<b></b>Hospitality, Private Equity, Property<br/><b>Requirement:</b> active P&C license, <b>Seeking: </b>10+ years of commercial lines experience, CIC or CPCU designation preferred<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> </p></div><div><p> <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. Serve as a subject matter expert for the account management team. </p></div><div><p> <br/><b>Key Responsibilities:</b> </p></div><div><ul><li><p><b>Technical Competence:</b> Maintain a high degree of technical competence and industry expertise. </p></li></ul></div><div><ul><li><p><b>Team Leadership:</b> Direct daily activities and workflow 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>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, or 10+ years in the insurance industry </p></li></ul></div><div><ul><li><p>Thorough knowledge of insurance brokerage and client needs </p></li></ul></div></div><div><div><ul><li><p>Required active licensing; professional designation (CIC or equivalent) preferred </p></li></ul></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 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 $80,000.00 - $100,000.00 annually 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>

Senior Account Manager (Fully Remote)

Policy Development

Problem Solving Skills

<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: Senior Account Manager - Commercial Lines</b> <br/><b>Fully Remote: </b>Eastern or Central Time Zones<b> | Location: </b>Longwood, FL<b> <br/>Book Focus:</b> Contractors, Construction, Hospitality, Real Estate, General</p><p><b>Requirement: </b>active property & casualty license<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> </p></div><div><p> <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. Serve as a subject matter expert for the account management team. </p></div><div><p> <br/><b>Key Responsibilities:</b> </p></div><div><ul><li><p><b>Technical Competence:</b> Maintain a high degree of technical competence and industry expertise. </p></li></ul></div><div><ul><li><p><b>Team Leadership:</b> Direct daily activities and workflow 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>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, or 7+ years in the insurance industry </p></li></ul></div><div><ul><li><p>Thorough knowledge of insurance brokerage and client needs </p></li></ul></div></div><div><div><ul><li><p>Required active licensing; professional designation (CIC or equivalent) preferred </p></li></ul></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 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 $80,000.00 - $100,000.00 annually 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>

Senior Account Manager - Commercial Lines

As a Senior Manager, you'll play a critical role in delivering exceptional audit services, supporting internal team development, and growing key client relationships across a variety of industries—including government, nonprofit, healthcare, and more. This leadership role is ideal for professionals who enjoy client interaction, managing complex engagements, and mentoring rising talent.

<p>Purvis Gray is currently seeking an experienced Audit Senior Manager to join our growing Assurance Services practice. This leadership role is ideal for professionals who enjoy client interaction, managing complex engagements, and mentoring rising talent. As a Senior Manager, you'll play a critical role in delivering exceptional audit services, supporting internal team development, and growing key client relationships across a variety of industries—including government, nonprofit, healthcare, and more. Since 1946, we’ve expanded throughout Florida without mergers, acquisitions, or losing the personal approach we bring to every engagement. We value independence, deep relationships, and a firm culture that’s committed to growing from within.</p><h2>What You'll Do</h2><ul><li>Lead and manage complex audit engagements from planning through delivery </li><li>Serve as a strategic advisor and relationship manager for key clients, including municipalities, nonprofits, and private entities </li><li>Oversee audit planning, risk assessment, execution, and reporting for multiple concurrent engagements </li><li>Review and finalize financial statements, internal control documentation, and audit deliverables </li><li>Lead engagement budgeting, billing, and workflow coordination </li><li>Supervise, mentor, and evaluate performance of staff, seniors, and managers </li><li>Present financial reports and audit findings to client boards, audit committees, and leadership teams </li><li>Collaborate with partners and firm leadership on engagement quality, innovation, and practice development </li><li>Stay current on accounting and auditing standards (U.S. GAAP, GAAS, GAGAS) and help guide staff training</li></ul><h2>Qualifications</h2><ul><li>Bachelor’s degree in Accounting (required) </li><li>Minimum of 4 years of recent public accounting audit experience </li><li>Demonstrated success managing complex client relationships and multiple concurrent engagements </li><li>Strong technical knowledge of U.S. GAAP, GAAS, and government/nonprofit audit standards </li><li>Excellent verbal and written communication skills </li><li>Proven leadership and team development capabilities </li><li>Proficiency in Microsoft Office and audit software (Caseware, ProSystem fx, or similar) </li><li>Ability to travel to client sites as needed</li></ul><p><br/></p><ul></ul><h2>Preferred Experience</h2><ul><li>Experience with audits of government entities, utility districts, or nonprofit organizations, hospitality, construction and real estate </li><li>Familiarity with Uniform Guidance (Single Audit) engagements </li><li>Active CPA license </li><li>Comfort presenting financials and audit reports to boards and audit committees </li><li>Track record of mentorship, staff development, and training leadership</li></ul>

Purvis, Gray and Company, LLP

Audit Senior Staff

Accounting

Accounting Audit Software

Auditing

Budgeting

Certified Public Accountant (CPA)

Communication Skills

Customer Relations

Customer Relationship Management (CRM)

Document Management

Financial Audit

Financial Reporting

Financial Statements

Generally Accepted Accounting Principles (GAAP)

Generally Accepted Auditing Standards (GAAS)

Government

Healthcare

Mentoring

Mergers and Acquisitions

Nonprofit

Performance Reviews

Presentation/Verbal Skills

Public Accounting

Risk Analysis

Staff Development

Staff Training

Team Building

Training/Teaching

Willing to Travel

Writing Skills

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Senior Account Associate- Commercial InsuranceInsurance Office of America

Senior Account Manager (Fully Remote)Insurance Office of America

Senior Account Manager - Commercial LinesInsurance Office of America

Audit Senior StaffPurvis, Gray and Company, LLP

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