Insurance Office Of America Inc. Birmingham , AL 35202
Posted 2 months ago
We're Insurance Office of America, one of the nation's largest privately held agencies. IOA was founded in 1988 with the idea that professional client service provided by knowledgeable, caring, and passionate people makes for a winning combination. Whether working at our home office in suburban Orlando, Florida, one of our branch offices across the US and London, or with one of our subsidiary companies, the continued growth of our nearly 1,000 employees is a testament to our belief that great things start with great people!
At IOA, we're driven by our mission and core values. We work hard, but we have fun too. Workplace ideals like leading by serving, work/family life balance, and giving back to our community aren't just clichs here - they're a part of who we are. We believe in helping people grow, develop and achieve their professional goals, so when you join the IOA team you truly become a partner in our shared success.
We're looking for an Account Manager Associate
The Account Manager Associate works 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 all performance requirements regarding production, quality and ensuring that no liability associated with errors and omissions occur. 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. Typically assigned to smaller-sized accounts and/or to those accounts having less complexity with respect to lines of coverage.
Account Manager Associate
Maintains intermediate understanding of technical competence and industry/market expertise
Exercises discretion and independent judgment with respect to account management with the goal of ensuring beneficial outcomes for clients and IOA
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
Manages 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 all new and renewal insurance policies are bound, billed and issued accurately and delivered to the Client/Insured within required timeframe
Manages policy renewal process in conjunction with AM, AE and/or Producer, including but not limited to:
Conducting client research and gathering complete underwriting 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 carrier, Surplus Lines Association and/or IOA
Preparing and executing Premium Finance Agreements, when applicable
Diligent follow up for Policy Issuance
Review all policies, identifying and notifying AE or Producer of any discrepancies and ensuring that all necessary changes are submitted to and issued by the carrier
Maintaining accurate and complete policy transaction detail, schedules and Summaries of Insurance
Assists to ensure all new and renewal insurance policies are processed accurately and within required timeframes by tracking policy expirations for existing clients and works proactively to ensure appropriate actions are taken to facilitate renewals
Assists in review of contracts to ensure proper coverages are included
Monitors 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 carrier/vendor online platforms, ensuring all data entered is complete, clearly presented and well-documented, accurate, and up-to-date
Monitors and maintains activity/suspense, taking necessary action to ensure completion within required time
Delivers excellent service at all times, including proactively anticipating needs, maintaining frequent and professional communication, and responding quickly to service requests
Continually seeks to improve individual and team performance, including identifying, communicating and adopting best practices
Lives and champions IOA core values at all times, demonstrating the highest level of personal character, integrity, and servant leadership
Other duties as assigned
Qualified candidates will have:
5+ years of customer service experience in the insurance industry
Has a very good working knowledge of insurance brokerage business and the assigned clients' needs
All required active licensing
Exceptional customer service skills
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, and willingness to assist others at all times
Great Reasons to Work at IOA include:
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
If you're ready to take a leap forward in your career, please click below to apply. Any candidates meeting the qualification requirements for the Account Manager Associate
IOA is an Equal Opportunity Employer, and has been recognized as a great place to work by Business Insurance magazine, Florida Trend, and the Orlando Sentinel.
Insurance Office Of America Inc.
Posted 3 weeks ago
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