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.
• 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.
• Maintain frequent, transparent communication with the account team regarding workload status.

Senior Account Manager

Account Executive

• Provide administrative and customer service support to the account team
• Resolve moderately complex customer service problems
• Track policy expirations and ensure renewals are processed
• Handle policy endorsements, audits, cancellations, and check requests
• Conduct client research and prepare underwriting submissions
• Assist in reviewing contracts and maintain agency management systems
• Monitor reports and take action on delinquent accounts
• Deliver excellent service and communicate workload status

Senior Account Manager

Senior Account Associate