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About The Role:
- Oversee client service and communication for excellence.
- Manage administrative processes for client insurance policies.
- Delegate work to Account Associates and mentor/train team members.
Key Responsibilities:
- Maintain records, review renewals, and quote additional business lines.
- Ensure client asset protection through comprehensive insurance.
- Monitor reports to ensure timely servicing and create client invoicing.
Ideal Candidate Qualifications:
- Possess 5+ years of industry experience.
- Hold state-required active licensing (2-20 or 20-44).
- Demonstrate proficiency in MS Office and strong organizational skills.
Insurance Office of America
Insurance Office of America (IOA) provides property and casualty, employee benefits, personal lines insurance, and risk management solutions, including insurtech innovation. The company, founded in 1988, has over 1,300 associates in over 60 offices in the U.S. and UK.