This is a Hybrid / Remote opportunity out of our Ft. Lauderdale, FL office
Title : Senior Account Manager
Welcome to Insurance Office of America one of the nation’s largest and premier privately held insurance agencies! Recognized as a Top Workplaces USA Award winner, IOA’s 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 aren’t just clichés here they’re a part of who we are.
Job Summary
Working in conjunction with Account Executive (AE) or Producer and following established industry and company guidelines;
responsible for managing an assigned book of business; increasing account retention and new business support; and meeting all performance requirements regarding production, quality, and ensuring that no liability associated with errors and omissions occur.
Responsible for strategic coordination and execution of day-to-day administrative and customer service activities for assigned accounts, and capable of resolving 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.
What You’ll Do :
- Maintain high degree of technical competence and industry / market expertise
- Exercise discretion and independent judgment to ensure beneficial outcomes for clients and IOA
- Serve as Account Manager Subject Matter Expert answering questions, providing support, and developing solutions to client problems for account team
- Assist in directing day-to-day activities and workflow assigned to administrative, customer service and account management team
- Management and execution of a variety of customer service and value-added service requests / inquiries
- Manage policy expirations for existing clients and work proactively to ensure appropriate actions are taken to facilitate renewals
- Manage new business and policy renewal process in conjunction with AE and / or Producer
- Monitor Accounts Receivables reports and take action on any delinquent accounts
- Maintain agency management system, ensuring all data entered is complete, clearly presented and well-documented
- Deliver excellent service at all times, including proactively anticipating needs
- Continually seek to improve individual and team performance
- Live and champion IOA core values at all times
- Regular and consistent attendance is expected
- Perform other duties as assigned
What We’re Looking For :
- 5+ years of account management experience; or 7+ years related experience in the insurance industry
- Has a very good working knowledge of insurance brokerage business and all clients’ needs
- All required active licensing
- At least one professional designation preferred, such as CIC or equivalent
- 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 perform large work volumes with high degrees of accuracy and attention to detail
- PC proficiency, including basic knowledge of MS Office products
- Exceptional personal character
- High School Diploma (or equivalent)
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
Any additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply.
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Remote working / work at home options are available for this role.