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

• Responsible for overseeing client service and communication, ensuring excellence in every interaction.
• Managing administrative processes for client insurance policies such as renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports.
• Handle proposals, AORs (Agency of Record), cancellations, and policy reviews.
• Managing incoming correspondence and facilitating effective team communication.
• Delegating work to Account Associates and mentoring and training team members.

Personal Lines 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.

Account Manager – Commercial Lines

Account Executive

• 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.
• Ensure beneficial outcomes using discretion and judgment.
• Manage client relationships, conduct meetings, and close business.
• Act as a communication conduit between Producers and the account team.
• Manage account activities, policy administration, billing, claims, and more.
• Manage policy expirations and renewals.
• 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.
• Seek and adopt best practices to improve individual and team performance.
• Demonstrate integrity and leadership.

Account Executive – Commercial Insurance – Transportation

• 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.
• Create and distribute client invoicing for new business, renewals, or premium-bearing transactions, and collect outstanding balances.
• Assist with the facilitation of client claims processes as needed.
• Develop and maintain positive relationships with underwriters.
• Seek and adopt best practices to improve individual and team performance.
• 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.
• Manage assigned client relationships, including initiating and conducting client calls/meetings, handling bid bond requests, changes to bonds, cancellations, riders, and closing new business and renewals.
• Demonstrate integrity and leadership.

Bond/Surety Account Manager

Insurance

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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.
• Serve as a subject matter expert for the account management team.
• 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.
• 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 – Transportation

Customer Support

• Managing all aspects of POA’s Workers’ Compensation Pay-As-You-Go (PAYGO) reporting program
• Supporting the Tax Department across all functional areas
• Assisting with 401(k) reporting
• Deliver outstanding service by proactively anticipating client needs
• Overseeing PAYGO setup, reporting, and renewals
• Partnering with IOA Producers, Sales, and internal teams to resolve WC issues
• Collaborating with Software Development and Reporting teams to streamline WC file feeds and reporting processes
• Reviewing new client setups for accuracy
• Balancing and verifying conversion data against source documents
• Managing daily tax deposits
• Assisting with tax registrations, notice resolution, and quarterly/annual reporting
• Ensuring accurate setup and timely submission of 401(k) reports
• Identifying and communicating opportunities to enhance operational efficiency

Tax and Operations Support Specialist

Commercial Lines Account Manager

Commercial Lines Account Manager – Arizona

• 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 Insurance

Operations

• Responsible for leadership of all IOA insurance operations management activities within the assigned branch
• Managing operations team performance, strategic and tactical plan implementation
• Budgeting, goal setting, reporting, staff professional development
• Policy and procedure implementation, human resource management, quality assurance
• Participating in producer/agency acquisition and integration
• Personally serving as Account Manager for an assigned book of business

Branch Operations Manager – Commercial Lines

Brand Manager

• Serve as a trusted advisor to clients, independently managing relationships and delivering tailored merchandise and print solutions.
• Collaborate with IOA Producers to identify opportunities, develop proposals, and close new business.
• Leverage in-depth knowledge of branded merchandise, apparel, and print collateral to recommend impactful marketing solutions.
• Engage with ASI/PPAI suppliers to source products, negotiate pricing, and stay current on industry trends.
• Oversee quoting, proposals, and order placement using company software systems, ensuring accuracy and timeliness.
• Partner with Brand Consultants to resolve product or service issues, maintaining high levels of client satisfaction.
• Expand existing accounts through organic growth and cross-selling of additional services.
• Work with Match-Up to establish client-specific frameworks for margin and product mix.
• Coordinate with IOA Producers and internal teams to align on service delivery and client expectations.
• Represent Match-Up at client events, trade shows, and supplier meetings to promote capabilities and build relationships.
• Act as a subject matter expert, supporting team members and sharing best practices.
• Ensure all deliverables reflect IOA’s brand standards and service commitment.
• Maintain a high level of industry knowledge and technical competence.
• Assist accounting with unpaid invoices and client discount reconciliation.
• Effectively use internal systems to manage client data, track opportunities, and support business development.

Commercial Insurance Account Manager

Personal Lines Account Manager

Account Manager – Commercial Lines

Account Executive – Commercial Insurance – Transportation

Bond/Surety Account Manager

Senior Account Associate – Commercial Insurance

Account Manager – Commercial Lines

Senior Account Manager – Transportation

Tax and Operations Support Specialist

Commercial Lines Account Manager

Commercial Lines Account Manager – Arizona

Account Associate – Commercial Insurance

Branch Operations Manager – Commercial Lines

Brand Manager – Match-Up Promotions