Insurance Office of America

Insurance

• 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
• Handle customer service requests, policy administration, billing, claims, and coverage analysis
• Manage policy expirations and renewals
• Conduct client research, prepare submissions, negotiate coverages, and present 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
• Monitor and maintain activity/suspense to ensure timely completion
• Maintain frequent, transparent communication with the account team regarding workload status and any issues
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests
• Stay updated on company policies and procedures
• Seek and adopt best practices to improve individual and team performance
• Demonstrate integrity and leadership

Commercial Insurance Account Manager, Construction/Contractors

Account Manager

• 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.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, prepare submissions, negotiate coverages, and present 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.
• Monitor and maintain activity/suspense to ensure timely completion.
• Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve individual and team performance.
• Demonstrate integrity and leadership.

Commercial Lines Account Manager

Account Executive

• Assist the account team in completing day-to-day administrative tasks
• Ensure no liability associated with errors or omissions occurs
• Resolve basic and routine administrative and customer service issues
• Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant
• Assist with general office tasks and administration
• Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders
• Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows
• Maintain accurate and up-to-date data in agency systems
• Ensure timely completion of tasks and activities
• Keep the account team informed of workload status and any issues
• Provide proactive and responsive service
• Ensure productivity and quality standards are met
• Participate in team building and promote a positive work environment
• Seek and adopt best practices
• Stay updated on company policies and procedures
• Enhance technical skills and industry knowledge
• Foster positive relationships with colleagues and leadership
• Demonstrate integrity and leadership

Account Associate – Commercial Insurance

• 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.
• Serve as a subject matter expert for the account management team.
• Maintain a high degree of technical competence and industry expertise.
• Direct daily activities and workflow of the account management team.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, prepare submissions, negotiate coverages, and present proposals.
• Monitor reports and collect outstanding balances on delinquent accounts.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Monitor and maintain activity/suspense to ensure timely completion.
• Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve individual and team performance.
• Demonstrate integrity and leadership.

Senior Account Manager – Commercial Insurance, Transportation

Procurement

• Proactively identify potential acquisition targets aligned with strategic and financial criteria, and maintain a strong, active sourcing pipeline.
• Conduct preliminary assessments of market position, financial performance, cultural alignment, and synergy potential.
• Monitor industry activity, regulatory changes, competitive movement, and whitespace opportunities to inform sourcing strategy.
• Prepare detailed target lists supported by data such as size, geographic footprint, ownership structure, and available financial indicators.
• Build and maintain strong relationships with investment bankers, brokers, advisors, private equity firms, founders, and other referral sources.
• Serve as an outward-facing representative of the company’s M&A interests, managing all communications with professionalism and discretion.
• Coordinate secure and confidential interactions with targets and intermediaries throughout the sourcing process.
• Perform early-stage screening of potential opportunities, evaluating strategic fit, growth potential, and high-level financial characteristics.
• Prepare concise summaries, teasers, and preliminary business cases for internal review and prioritization.
• Assist with valuation hypotheses and high-level financial modeling in collaboration with the M&A and Finance teams.
• Partner with Corporate Development, Finance, Legal, Strategy, HR, and business leaders to support early evaluation and information gathering.
• Gather initial data from targets and prepare organized summaries to support early diligence efforts.
• Prepare monthly and quarterly pipeline updates to inform leadership of sourcing activity, trends, and pipeline health.
• Maintain accurate records of outreach, communication history, engagement levels, and target progression.
• Track sourcing KPIs such as outreach volume, conversion rates, and source quality to support continuous improvement.

Merger and Acquisition Sourcing Manager

Implementation Specialist

• Configure, test, demonstrate, and activate the UKG Ready Platform for POA Clients, specific to their needs.
• Train clients on the UKG Ready platform, including Payroll, HRIS, Time & Labor Management, and Benefits solutions.
• Coordinate and deliver client training sessions to ensure successful system adoption and long‑term usability.
• Work closely with Sales partners to support seamless client hand‑offs and deliver a positive, consultative implementation experience.
• Schedule and attend client hand‑off meetings to confirm implementation scope, timelines, and expectations.
• Provide quality control and validation of client data throughout the implementation process to ensure accuracy and compliance.
• Deliver outstanding client service by anticipating needs, maintaining professional and frequent communication, and responding promptly to service requests.
• Develop and maintain positive, productive relationships with clients, Sales representatives, teammates, and POA leadership.
• Exercise independent judgment to achieve outcomes that benefit both clients and POA.
• Actively seek opportunities to expand POA services by identifying client needs and supporting additional product offerings.
• Regularly participate in internal and external training, expanding and sharing knowledge within the POA Team.
• Act as back-up for teammates as needed, ensuring overall team service excellence.
• Work effectively with the entire POA team, seeking input and developing win-win solutions to any process, service, quality, or productivity issues.
• Maintain a high degree of technical competence and industry/market expertise.
• Comply with all company work rules, standards, policies, and procedures at all times.
• Continuously improve professional skills by actively participating in internal and external development opportunities.
• Demonstrate integrity and leadership.

Implementation Specialist – UKG Ready

• Responsible for the strategic coordination and execution of client marketing, servicing, risk management, and/or sales activities.
• Manage a book of business, increase account retention, and resolve complex customer service problems.
• Actively seek to grow IOA business by identifying and acting on sales opportunities, and serve as a resource to the account team and Producers.
• Direct daily activities and workflow of the account team.
• Maintain high technical competence and industry expertise.
• Manage client relationships, conduct meetings, and close business.
• Manage account activities, policy administration, billing, claims, and more.
• Conduct research, gather information, prepare submissions, and bind coverage.
• Monitor reports and collect outstanding balances.
• Maintain data accuracy in agency management systems.
• Ensure timely completion of activities.
• Deliver excellent service, anticipate needs, and respond quickly to requests.
• Stay updated on company policies and procedures.

Account Executive – Commercial Insurance

• Assist the account team in completing day-to-day administrative tasks
• Ensure no liability associated with errors or omissions occurs
• Resolve basic and routine administrative and customer service issues
• Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant
• Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders
• Identify and reconcile billing inaccuracies
• Maintain accurate and up-to-date data in agency systems
• Ensure timely completion of tasks and activities
• Provide proactive and responsive service
• Ensure productivity and quality standards are met
• Participate in team building and promote a positive work environment
• Stay updated on company policies and procedures
• Enhance technical skills and industry knowledge
• Foster positive relationships with colleagues and leadership

Account Associate – Commercial Insurance, Select Business

Client Services Representative

• Display a customer service mentality and deliver outstanding client service, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to service requests.
• Actively seek to grow POA business by identifying and acting on sales opportunities.
• Maintain a book of business.
• Coordinate client training activities within a book of business.
• Attend client hand-off meetings with the Implementation Team.
• Develop and maintain positive and productive relationships with POA leadership, peers, co-workers, teammates, IOA employees, and all clients.
• Ensure beneficial outcomes using discretion and judgment.
• Provide quality control over data integrity for all clients.
• Regularly participate in internal and external training, expanding and sharing knowledge within the POA Team.
• Act as back-up for teammates as needed, ensuring overall team service excellence.
• Work effectively with the entire POA team, seeking input and developing win-win solutions to any process, service, quality, or productivity issues.
• Maintain a high degree of technical competence and industry/market expertise.
• Comply with all company work rules, standards, policies, and procedures at all times.
• Continuously improve professional skills by actively participating in internal and external development opportunities.
• Demonstrate integrity and leadership.

Payroll & Client Service Specialist – UKG Ready

• 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.
• Serve as a subject matter expert for the account management team.
• Maintain a high degree of technical competence and industry expertise.
• Direct daily activities and workflow of the account management team.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, prepare submissions, negotiate coverages, and present 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.
• Monitor and maintain activity/suspense to ensure timely completion.
• Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve individual and team performance.
• Demonstrate integrity and leadership.

Senior Account Manager – Commercial Insurance

Account Manager – Commercial Lines

• Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts.
• Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions.
• Independently resolve moderately complex customer service problems and manage small-sized accounts or those with the least complex needs.
• Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
• Track policy expirations for existing clients, ensuring renewals are processed accurately and on time.
• Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters.
• Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.
• Assist in reviewing contracts to ensure proper coverages are included.
• Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Monitor and maintain activity/suspense to ensure timely completion.
• Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve individual and team performance.
• Demonstrate integrity and leadership.

Senior Account Associate – Commercial Insurance

• 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.
• Direct daily activities of the account management team.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, prepare submissions, negotiate coverages, and present 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.
• Monitor and maintain activity/suspense to ensure timely completion.
• Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve individual and team performance.
• Demonstrate integrity and leadership.

Account Manager – Commercial Lines, Real Estate, Habitational, Hotels

M&A Sourcing Manager

• Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts
• Work with minimal direction from an Account Manager (AM), Account Executive (AE), or Producer
• Independently resolve moderately complex customer service problems and manage smaller-sized accounts or those with less complexity
• Maintain technical competence and industry expertise
• Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate
• Handle customer service requests, policy administration, billing, claims, and coverage analysis
• Manage policy expirations and renewals
• Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance
• Process tasks accurately and within required timeframes
• Assist in reviewing contracts to ensure proper coverages are included
• Monitor reports and take action on delinquent accounts, collecting outstanding balances
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness
• Monitor and maintain activity/suspense to ensure timely completion
• Maintain frequent, transparent communication with the account team regarding workload status and any issues
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests
• Stay updated on company policies and procedures
• Seek and adopt best practices to improve individual and team performance
• Demonstrate integrity and leadership