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. Key responsibilities include maintaining technical competence, directing the account management team, handling customer service requests, managing policy expirations and renewals, conducting client research, preparing submissions, negotiating coverages, and presenting proposals. The role also involves monitoring accounts receivable and maintaining agency management systems. Deliver excellent service, proactively anticipate needs, and stay updated on company policies.
About Insurance Office of America
Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States, specializing in property and casualty solutions.