Job Description
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 technical competence and industry expertise. Direct daily activities of the account management team and handle customer service requests, policy administration, billing, claims, and coverage analysis. Manage policy expirations and renewals by conducting client research, preparing submissions, negotiating coverages, and presenting proposals. Monitor reports and take action on delinquent accounts, collecting outstanding balances. Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Actively monitor to ensure timely completion and deliver excellent service by proactively anticipating needs and responding quickly to service requests.
About Insurance Office of America
Insurance Office of America is the fourth largest privately held insurance brokerage in the United States offering insurance and risk management solutions.