Insurance Office of America

Account 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

Account Manager Associate – Commercial Insurance

Business Analyst

• The Business Analyst is responsible for gathering, reviewing, analyzing, and evaluating business and system needs.
• Partner with stakeholders to define requirements, scope, and success criteria.
• Develop clear and concise requirements artifacts, including business requirements, functional requirements, user stories, and specifications.
• Evaluate existing business processes, identify gaps or inefficiencies, and propose improvements or optimization strategies.
• Participate in solution testing and quality assurance activities to ensure features and functionality meet documented requirements.

• 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 Executive

• Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality.
• Ensure no liability associated with errors or omissions occurs.
• Responsibilities include resolving basic and routine administrative and customer service issues.
• Team Support: Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant.
• Office Support: Assist with general office tasks and administration.
• Policy Processing: Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.
• Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.
• Data Management: Maintain accurate and up-to-date data in agency systems.
• Activity Monitoring: Ensure timely completion of tasks and activities.
• Communication: Keep the account team informed of workload status and any issues.
• Service Excellence: Provide proactive and responsive service.
• Performance Monitoring: Ensure productivity and quality standards are met.
• Promote Culture: Participate in team building and promote a positive work environment.
• Continuous Improvement: Seek and adopt best practices.
• Compliance: Stay updated on company policies and procedures.
• Professional Development: Enhance technical skills and industry knowledge.
• Relationship Building: Foster positive relationships with colleagues and leadership.
• Champion IOA Values: Demonstrate integrity and leadership.

Account Associate – Commercial Lines

• 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, and check requests
• Maintain accurate and up-to-date data in agency systems
• Provide proactive and responsive service
• Ensure productivity and quality standards are met

Account Associate – Shared Services

• Assist the account team in completing day-to-day administrative tasks
• Ensure no liability associated with errors or omissions occurs
• Responsibilities include resolving 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

• 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.
• Track policy expirations for existing clients, ensuring renewals are processed accurately and on time.
• Handle policy endorsements, audits, cancellations, lost policy releases, invoices, and more.
• Conduct client research, gather underwriting information, and prepare submissions.
• Assist in reviewing contracts to ensure proper coverages are included.
• Monitor reports on delinquent accounts and collect outstanding balances.
• Maintain agency management systems and carrier/vendor platforms.
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.

Senior Account Associate – Commercial Insurance

• Responsible for IOA Benefits Account Management activities under Producer direction
• Manage book of business, meeting performance requirements and ensuring no liability
• Deliver outstanding service, anticipate needs, and respond quickly
• Lead the account team with a strong work ethic and positive attitude
• Direct daily activities of Account Coordinators, assign tasks, and monitor execution
• Identify and act on sales opportunities to grow IOA business
• Manage new business setup, including data gathering and client file creation
• Manage renewals, verify client data, liaise with clients and carriers, and conduct meetings
• Build and improve client relationships, seek feedback, and implement improvements
• Advocate for clients and carriers for beneficial outcomes
• Identify and implement value-added solutions for clients
• Compile, analyze, and report client plan performance data, maintain data accuracy
• Develop and maintain positive carrier relationships
• Support team training, promote a positive work environment, and seek improvement
• Maintain transparent communication with Producers and team members
• Ensure adherence to company policies and industry standards
• Demonstrate integrity and leadership, championing IOA core values

Senior Account Manager – Employee Benefits

• Handle Account Associate activities for the IOA Employee Benefits team
• Assist in managing an assigned book of business
• Deliver outstanding client service at all times
• Direct day-to-day activities and workflow of Account Coordinator(s)
• Actively seek to grow IOA business
• Track policy expirations for existing clients
• Support team training and development
• Maintain transparent communication with Producers and team members
• Ensure adherence to company policies and industry standards

Account Associate – Employee Benefits

• 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, 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 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

Account Manager Associate – Commercial Lines

Financial Planning and Analysis

• Support division sales and service leadership on all financial matters, providing analysis and insights to inform business decisions
• Facilitate the annual budgeting process and support periodic forecasting efforts for the division
• Analyze general ledger activity to identify key drivers of budget, forecast, and prior-year variances and communicate findings to stakeholders
• Evaluate divisional investments by assessing return on investment, financial impact, and alignment with budget objectives
• Monitor and report revenue performance of significant accounts, including analysis of trends and risks
• Track payroll and related expenses to ensure compliance with approved headcount, compensation, and budget targets
• Prepare materials and conduct monthly financial review meetings with sales and service leadership
• Develop and distribute monthly financial reports and commentary summarizing performance and key drivers
• Track and analyze book of business metrics (e.g., policies in force, premium, revenue, and lines of business) to support strategic planning
• Deliver divisional KPI results and insights to monitor performance against goals
• Continuously improve professional skills by participating in internal/external development opportunities
• Demonstrate integrity and leadership

Senior Financial Analyst, Insurance Experience

• 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
• Direct day-to-day activities of Team Support/Receptionist and Account Assistant
• Handle endorsements, audits, cancellations, reinstatements, policy releases, and finance agreements
• Identify and reconcile billing inaccuracies
• Maintain accurate and up-to-date data in agency systems
• Keep the account team informed of workload status and any issues
• Provide proactive and responsive service
• Ensure productivity and quality standards are met

Product Manager

• Define and maintain a product roadmap aligned with organizational goals and vision
• Conduct industry research and competitive analysis to inform feature development
• Prioritize and manage the product backlog to meet delivery milestones
• Create clear, concise product requirements, including functional specifications and process flows
• Develop high-quality User Stories and acceptance criteria for development teams
• Partner with UX Designers to create prototypes and wireframes
• Lead Sprint Planning, Daily Stand-Ups, Sprint Demos, and Retrospectives
• Facilitate backlog refinement sessions to ensure clarity and prioritization
• Collaborate with technical teams to estimate development efforts and plan releases
• Work with clients and internal teams to define and negotiate requirements
• Identify and manage dependencies across teams and systems
• Analyze product performance metrics to identify areas for improvement and optimize conversion
• Develop deep knowledge of core business functions, processes, and workflows
• Maintain familiarity with core systems, applications, and technical platforms
• Influence stakeholders at all levels through strong organizational and communication skills.

Product Owner – AI, Insurance Innovation

• 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.