Account Manager Associate - Personal Lines

Job Summary

Working closely with their assigned team, the Account Manager Associate’s responsibilities will include processing endorsements, handling client inquiries, overseeing cancellations, addressing return mail, and responding to underwriter memos.

A key focus of the role will be to begin learning the essential functions of becoming an Account Manager and start building relationships with their clients through a small book of business.

Capable of independently resolving moderately complex customer service problems; showing the ability for critical thinking and thought process in taking the next step in the best interest of the client, carrier partner and IOA.

Their ability to deliver outstanding customer service and contribute to the growth of these relationships will be essential to the success of their team.

What You’ll Do :

• Process endorsements accurately, updating management systems as required.
• Deliver excellent customer service by promptly addressing customer inquiries.
• Manage email and fax correspondence efficiently.
• Handle cancellations, reinstatements, and address any changes needed.
• Manage return mail and update address / policy details as necessary.
• Communicate effectively with insurance companies and customers to fulfill underwriting requirements.
• Prepare proofs of insurance promptly and accurately.
• Collaborate closely with Account Managers to support servicing of books of business.
• Maintain accurate records in the agency management system, review and bind renewals, remarket with admitted and surplus carriers as necessary, quote and bind additional lines of business as customer needs arise, increase account retention, and identify round-out opportunities, all part of learning the essential functions of account management.
• Work effectively with our underwriters / carrier partners to proactively find creative solutions for customer needs.
• Monitor the expiration, past due renewal, and A / R reports for your book of business to ensure timely and accurate servicing.
• Maintain frequent and transparent communication with supervisor regarding any obstacles and issues affecting ability to meet performance expectations;

seek, accept, and implement performance coaching.

Live and champion company core values at all times, demonstrating the highest levels of personal character, integrity, and servant leadership.

What We’re Looking For :

3-5 years insurance experience or equivalent preferred

State required insurance license is needed

Exceptional customer service skills, including the ability to resolve complex concerns

Excellent multi-tasking, organizational, delegation and decision-making skills

Outstanding verbal / written communication skills

Ability to perform large work volumes with high degrees of accuracy

PC proficiency, including MS Office

Exceptional personal character, including a strong work ethic, positive attitude, ability to maintain confidentiality and professionalism, and willingness to assist others at all times

What We 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 significance 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 continued success of your organization, then IOA is right for you.
• If you want to feel the peace of knowing that you’ve made the best decision of your professional life, then IOA is right for you.
19 days ago