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Sales / Business
Senior Account Manager
@Insurance Office of America, Inc.
[Hiring] Senior Account Manager @Insurance Office of America, Inc.
Apr 01, 2025 - Insurance Office of America, Inc. is hiring a remote Senior Account Manager. 💸 Salary: unspecified. 📍Location: USA.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.
Role Description
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.
- Technical Competence: Maintain a high degree of technical competence and industry expertise.
- Team Leadership: Direct daily activities and workflow of the account management team.
- Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis.
- Policy Management: Manage policy expirations and renewals.
- Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals.
- Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances.
- System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
- Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.
- Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.
- Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
- Policy Compliance: Stay updated on company policies and procedures.
- Continuous Improvement: Seek and adopt best practices to improve individual and team performance.
- Champion IOA Values: Demonstrate integrity and leadership.
Qualifications
- 5+ years of account management experience or 7+ years in the insurance industry
- Thorough knowledge of insurance brokerage and client needs
- Required active licensing; professional designation (CIC or equivalent) preferred
- Strong analytical, problem-solving, and decision-making skills
- Exceptional customer service, multitasking, and organizational skills
- Excellent communication skills
- Proficiency in MS Office (Outlook, Word, Excel)
- High School Diploma (or equivalent)
Benefits
- Competitive salaries and bonus potential
- Company-paid health insurance
- Paid holidays, vacations, and sick time
- 401K with employer match
- Employee stock plan participation
- Professional growth and career progression opportunities
- Respectful culture and work/family life balance
- Community service commitment
- Supportive teammates and a rewarding work environment
What to Expect (Application Process)
- 30-Minute Phone Screen
- Online Assessments
- Interview(s)
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| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
Back to Remote jobs >
Sales / Business
Sales / Business
|
Salary
💸
unspecified
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Apr 01, 2025
|
️
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
