Insurance Office of America

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 Insurance Account Manager

Marketing

• Deliver rating and marketing support to agents and account teams across IOA locations.
• Provide quotes and bind new business and endorsements through multiple carriers.
• Build and maintain strong relationships with carrier underwriters through frequent and professional communication.
• Stay informed on changes in carrier appetite, coverage options, billing procedures, and system enhancements.
• Research and apply marketing solutions tailored to client and carrier needs.
• Assist internal teams with coverage, documentation, and procedures to ensure accurate business placement.
• Accurately rate new business, remarket renewal accounts, and process endorsements.
• Maintain working knowledge of proposal formats and expectations.
• Create and implement procedures to enhance rating and marketing efficiency.
• Identify and act on opportunities to support business growth.
• Track individual productivity, quality, and service standards, and take corrective action when needed.
• Provide back-up support to teammates to ensure consistent service excellence.
• Participate in training, mentoring, and ongoing development opportunities.
• Continuously improve professional skills through internal and external learning.
• Demonstrate integrity and leadership.

Rating and Marketing Support – Commercial Lines

Operations

• Ensure all IOA entities, producers, and employees are compliant with carrier/broker and state licensing requirements
• Process agency appointments, contracts, and book transfers
• Manage sales team access to carriers and brokers
• Coordinate and execute agency and producer licensing activities
• Apply discretion and independent judgment to deliver outstanding service
• Build strong working relationships with key regulatory, vendor, and broker/carrier contacts
• Create and document Carrier & Licensing Operations systems, procedures, and training tools
• Structure broker and carrier appointments to maximize market access
• Track licensing expenses, approve invoices, and provide reconciliation data to Accounting and Finance teams
• Research state requirements for all license types to ensure compliance

Operations Specialist

Account Executive

• 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
• Safeguard 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 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
• Independently resolve moderately complex customer service problems and manage small-sized accounts
• 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
• 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

Account Manager – Commercial Lines

• Responsible for IOA Benefits Account Management activities under Producer direction.
• Manage an assigned book of business, ensuring performance requirements are met and no liability occurs.
• Deliver outstanding service, anticipate client needs, maintain professional communication, and respond quickly to requests.
• Lead the account team with a strong work ethic, positive attitude, and willingness to assist others.
• Direct daily activities of Account Coordinator(s), assign tasks, communicate expectations, monitor execution, and recommend corrective actions.
• Identify and act on sales opportunities to grow IOA business.
• Manage new business setup, including data gathering, client file creation, communication, AOR notifications, carrier rates, internal services setup, compliance audits, client education, and employee meetings.
• Manage renewals by verifying client data, updating files, liaising with clients and carriers, obtaining rates, ensuring internal services usage, performing audits, coordinating training, and conducting meetings.
• Build and improve client relationships, seek feedback, and implement improvements.
• Advocate for clients and carriers to ensure mutually beneficial outcomes.
• Identify and implement value-added solutions for clients.
• Support team training and development, promote a positive work environment, and seek continuous improvement.
• Maintain transparent communication with Producers and team members.
• Ensure adherence to company policies and industry standards, champion core values and demonstrate integrity and leadership.

Account Manager – Employee Benefits

• This position handles Account Associate activities for the IOA Employee Benefits team under a Producer, AE, AM, or EB Operations Team Leader.
• Responsibilities include client service, directing Account Coordinators, team productivity, policy administration, renewals, new policy setup, audits, data management, communication, professional development, identifying sales opportunities, and upholding IOA core values.
• Assist in managing an assigned book of business, meeting all performance requirements regarding production, quality, and service, ensuring no liability associated with errors and omissions occurs.
• Deliver outstanding client service at all times, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to any service requests.
• Direct day-to-day activities and workflow of Account Coordinator(s), including making work assignments, delegating tasks, monitoring execution to ensure performance requirements are met.
• Actively seek to grow IOA business, including identifying and acting on sales opportunities.
• Track policy expirations for existing clients and work proactively to ensure appropriate actions are taken to facilitate renewals.

Account Associate – Employee Benefits

• 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
• 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

Commercial Lines Account Manager – Entertainment

• 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
• Independently resolve moderately complex customer service problems and manage small-sized accounts
• 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
• Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing
• 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
• 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

• Collaborate with the Training & Development team to execute quality assurance and corporate training activities, including quality audits, compliance, technical training, policy updates, best practices, and process improvements.
• Coordinate daily administrative and training tasks, resolving complex user issues with critical thinking.
• Maintain technical competence in IOA’s systems.
• Exercise discretion and independent judgment for beneficial outcomes.
• Implement strategic and tactical plans to achieve team goals.
• Collaborate with branch and regional operations and sales personnel.
• Travel to meet with branch operations teams as needed.
• Provide operational technical training and support.
• Oversee quality audit processes for Epic training effectiveness.
• Administer and train users on assigned software.
• Maintain and publish manuals and newsletters.
• Support teams by evaluating and implementing software products.
• Develop and improve compliance with core processes and best practices.
• Maintain frequent, transparent communication with supervisors about performance and activities.
• Provide excellent proactive service and respond quickly to inquiries.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve individual and team performance.
• Demonstrate integrity and leadership.

Operations Technical Specialist – Commercial/Personal Insurance

• Responsible for direct management of Account Team staff, including assigning tasks and managing workflows
• Monitoring and improving staff performance
• Scheduling, human resource management, and staffing
• Training, staff development, and support
• Compliance with processes, policies, and procedures
• Performance monitoring and evaluation
• Coaching and professional development of personnel
• Culture promotion and engagement improvement
• Data analysis and interpretation

Branch Operations Supervisor – 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 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

Commercial Insurance Account Manager

Rating and Marketing Support – Commercial Lines

Operations Specialist

Senior Account Associate – Commercial Lines

Senior Account Associate – Commercial Insurance

Account Manager – Commercial Lines

Account Manager – Employee Benefits

Account Associate – Employee Benefits

Senior Account Associate – Commercial Insurance

Commercial Lines Account Manager – Entertainment

Senior Account Associate – Commercial Lines

Operations Technical Specialist – Commercial/Personal Insurance

Branch Operations Supervisor – Commercial Insurance

Senior Account Manager – Commercial Lines