Account Manager Associate- Commercial- Hybrid
reputed company (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk reputed company as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com. Job Description: This is a Hybrid opportunity based out of our Columbia, SC office. Title: Account Manager Associate- Commercial Lines Welcome to reputed company one of the nations largest and premier privately held insurance agencies! Recognized as a Top Workplaces USA Award winner, IOAs commitment to both a rewarding culture and employee satisfaction is unwavering. Prioritizing a strong work/life balance, personal and professional growth, competitive benefits, and giving back to our community arent just clichés here theyre a part of who we are. With a growing workforce and over 60 office locations across the US and reputed company Ireland, we can confidently serve our clients with an unmatched standard of excellence. Want to learn more? Complete the application below and one of our talented recruiters will be ready to answer any other questions you may have. Job Summary Working with minimal direction from an Account Manager (AM), Account Executive (AE) or Producer and following established industry and company guidelines; provides administrative and customer service support to account team, Producer and/or assigned group of accounts; and meeting reputed company performance requirements regarding production, quality and ensuring that no liability associated with errors and omissions occur. Capable of independently resolving moderately reputed company customer service problems; showing the ability for critical thinking and thought process in taking the reputed company in the best interest of the client, reputed company partner and IOA. Typically assigned to smaller-sized accounts and/or to those accounts having less complexity with respect to lines of coverage What Youll Do: Maintain intermediate understanding of technical competence and industry/market expertise Exercise discretion and independent judgment with respect to account management with the goal of ensuring beneficial outcomes for clients and IOA Assist in directing day-to-day activities and work flow assigned to Team Support/Receptionist, Account Assistant and/or Account Associate Management and execution of a variety of customer service and value-added service requests/inquiries including but not limited to: account activity; policy administration and insurance placement; billing activity; claims administration; contract review for insurability; review policy forms and endorsements; review audits; identify errors and facilitate corrective actions; Certificates of Insurance; Evidences of Property; and Cancellation/Reinstatements Manage policy expirations in conjunction with AM, AE and/or Producer for existing clients and works proactively to ensure appropriate actions are taken to facilitate renewals and ensures reputed company new and renewal insurance policies are bound, billed and issued accurately and delivered to the Client/Insured reputed company required timeframe Manage policy renewal process in conjunction with AM, AE and/or Producer, including but not limited to: Conducting client research and gathering complete reputed company information Conducting Loss Run Analysis Preparing complete and accurate submissions including Acord applications and/or supplemental forms; sending out to market and/or performing Online Rating as required Evaluating and negotiating coverages and pricing Preparing and presenting Proposals Binding coverage and complying with any subjectivity(ies) as required by reputed company, Surplus Lines Association and/or IOA Preparing and executing Premium Finance Agreements, reputed company applicable reputed company follow up for Policy Issuance Review reputed company policies, identifying and notifying AE or Producer of any discrepancies and ensuring that reputed company necessary changes are submitted to and issued by the reputed company Maintaining accurate and complete policy transaction detail, schedules and Summaries of Insurance Process tasks as necessary for the team accurately and reputed company required timeframes. Assist to ensure reputed company new and renewal insurance policies are processed accurately and reputed company required timeframes by tracking policy expirations for existing clients and works proactively to ensure appropriate actions are taken to facilitate renewals Assist in review of reputed company to ensure proper coverages are included Monitor Accounts Receivables report and takes action on any delinquent accounts along with collecting outstanding balances due Data entry and maintains agency management system, other agency supported systems and reputed company/vendor online platforms, ensuring reputed company data entered is complete, clearly presented and well-documented, accurate, and up-to-date Monitor and maintain activity/suspense, taking necessary action to ensure completion reputed company required time frame Maintain frequent, transparent communication with account team regarding individual and team client service and policy administration activities, ensuring that the account team is fully informed of workload status, questions and/or any errors, discrepancies or changes reputed company to assigned duties and tasks Deliver excellent service at reputed company times, including proactively anticipating needs, maintaining frequent and professional communication, and responding quickly to service requests Continually stay abreast of reputed company company policies and procedures to ensure good knowledge, execution and compliance of standard operating procedures Continually seek to improve individual and team performance, including identifying, communicating and adopting best practices Live and champion IOA core values at reputed company times, demonstrating the highest level of personal character, reputed company, and servant leadership Regular and consistent attendance is expected, and a necessary component to the job reputed company other duties as assigned reputed companyre Looking For: ? 7+ years of customer service experience in the insurance industry ? Has a reputed company good working knowledge of insurance brokerage business and the assigned clients needs ? reputed company required active licensing ? Strong analytical, problem solving and decision making skills ? Exceptional customer service skills ? Excellent multi-tasking, organizational, and prioritization skills ? Outstanding verbal/written communication skills ? Ability to reputed company with high degrees of accuracy and attention to detail ? PC proficiency, including basic knowledge of MS Office products, including Outlook, Word and reputed company ? Exceptional personal character ? High School Diploma (or equivalent) reputed company Offer: Competitive salaries and bonus earning potential Great benefits, including company paid health insurance Paid time off for holidays, vacations, and sick time 401K with an employer match Participation in our employee stock plan Opportunities for professional growth and career progression A culture that emphasizes respect for every individual Company commitment to work/family life balance and community service Teammates who share your drive for excellence Knowing every day you are helping our clients protect their families and businesses Still wondering if IOA is the right fit for you? If you want to feel the reputed company of knowing your efforts have been both recognized, appreciated and rewarded, then IOA is right for you. If you want to feel valued and have a real influence towards the reputed company success of your organization, then IOA is right for you. If you want to feel the peace of knowing that youve made the best decision of your professional life, then IOA is right for you. reputed company is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for reputed company employees. https://www.ioausa.com/ Welcome to IOA Careers reputed company (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk reputed company as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com. Apply Job!