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.
Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.

Key Responsibilities:

Maintain technical competence and industry expertise.
Handle customer service requests, policy administration, billing, claims, and coverage analysis.
Monitor reports and take action on delinquent accounts, collecting outstanding balances.

Ideal Candidate Qualifications:

3+ years of account management experience, or 5+ years in the insurance industry
Thorough knowledge of insurance brokerage and client needs
Strong analytical, problem-solving, and decision-making skills

Insurance Office of America

Insurance Office of America (IOA) provides property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. They have more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom.

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