Insurance Office of America

Account Manager

• The Account Manager Associate – Bonds supports the management of an assigned surety book of business under the direction of the Account Executive.
• Delivers exceptional client service
• Supports daily bond administration activities
• Oversees workflow for assigned Account Assistant(s)
• Ensures timely, accurate processing of bond transactions
• Works closely with Producers, clients, and surety partners
• Facilitates renewals, new business submissions, endorsements, invoicing, and overall account servicing

Bond/Surety Account Manager

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

Accounting Manager

• Vendor payables goal is to reconcile and process all payments to vendors and employees in a timely manner
• High volume of entering invoices into EPIC (accounting software)
• Review invoices for accuracy and obtain approval from the appropriate manager to make payment
• Reconciliation of vendor accounts and taking corrective action when accounts are out of balance
• Obtain W-9s from new vendors as needed
• Maintain the general email account for the vendor payables department
• Create journal entries as needed for accounting uploads and corrections
• Scan paper checks with backup to SharePoint
• Analyze vendor accounts and determine proper GL coding
• Assist employees in entering expense reimbursements into Chrome River
• Review and approve expense reports and corporate credit card transactions
• Process export of expense reimbursements into EPIC ensuring employees receive payment
• Ensure accuracy and compliance with company policy, and federal and state laws
• Process special manual checks and off-cycle payments as needed
• Demonstrate integrity and leadership

Accounting Specialist – Vendor Payables

Account Executive

• Manage IOA Benefits Account activities and sales in collaboration with the Producer
• Ensure outstanding client service and no errors
• Direct daily activities of Account Managers and Coordinators
• Identify and act on sales opportunities
• Manage client data, communication, and benefits plan setup
• Update client data, manage communication, and assist with budgeting and compliance
• Build and improve client relationships
• Identify market trends and represent clients in negotiations
• Maintain accurate data in the agency system
• Support team training and development
• Ensure adherence to company policies and industry standards

Account Executive – Employee Benefits

• 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 – Transportation

Implementation Specialist

• Configure, test, demonstrate, and activate POA Payroll, HRIS, Time & Labor Management, and Benefits solutions
• Coordinate and deliver client training sessions
• Work closely with Sales partners to support client hand‑offs
• Provide quality control and validation of client data
• Deliver outstanding client service by maintaining professional communication
• Develop and maintain positive relationships with clients and team members
• Actively seek opportunities to expand POA services

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, 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