Account Manager- Commercial Insurance (Remote)

<p style="text-align:left"><u><b>Job Description:</b></u></p><p style="text-align:inherit"></p><div><div><p><b><span>Title: Account Manager - Commercial Lines</span></b><span> </span></p></div><div><p><b><span>Work Mode:<span> </span></span></b><span><span>Remote (Eastern and Central Times Zones Only</span></span><b><span><span> </span>| Location/Supporting:<span> </span></span></b><span><span>Tampa, FL</span></span><b><span><span> </span>| Book Focus:<span> </span></span></b><span><span>General, Construction, Contractors</span></span><br><span><span> </span></span><br><i><span>Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace.<span> </span></span><span>Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.</span><span><span> </span>To view our branch locations, please visit: ioausa.com/locations</span></i><span><span> </span></span><br><span><span> </span></span><br><b><span>About the Role</span><span>:</span></b><span><span> M</span><span>a</span><span>nage an assigned<span> </span></span><span>book of business</span><span>, 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.</span></span><span> </span></p></div><div><p><span><span> </span></span><br><b><span>Key Responsibilities:</span></b><span> </span></p></div><div><ul><li><p><b><span>Technical Competence</span></b><span><span>:<span> </span></span><span>Maintain</span><span><span> </span>technical competence and industry<span> </span></span><span>expertise</span><span>.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Team Leadership</span></b><span><span>:<span> </span></span><span>Direct daily activities of the account management team.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Customer Service</span></b><span><span>:<span> </span></span><span>Handle customer service requests, policy administration, billing, claims, and coverage analysis.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Policy Management</span></b><span><span>:<span> </span></span><span>Manage policy expirations and renewals.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Renewal Process</span></b><span><span>:<span> </span></span><span>Conduct client research, prepare submissions, negotiate coverages, and present proposals.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Accounts Receivable</span></b><span><span>: Monitor reports and<span> </span></span><span>take action</span><span><span> </span>on delinquent accounts, collecting outstanding balances.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>System Maintenance</span></b><span><span>:<span> </span></span><span>Maintain</span><span><span> </span>agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Activity Monitoring:</span></b><span><span> </span><span>Monitor</span><span><span> </span>and maintain activity/suspense to ensure<span> </span></span><span>timely</span><span><span> </span>completion.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Communication:</span></b><span><span> </span><span>Maintain</span><span><span> </span>frequent, transparent communication with the account team<span> </span></span><span>regarding</span><span><span> </span>workload status and any issues.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Service Excellence:</span></b><span><span> Deliver excellent service, proactively<span> </span></span><span>anticipate</span><span><span> </span>needs, and respond quickly to service requests.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Policy Compliance:</span></b><span><span> Stay updated on company policies and procedures.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Continuous Improvement:</span></b><span><span> </span><span>Seek</span><span><span> </span>and adopt best practices to improve individual and team performance.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Champion IOA Values:</span></b><span><span> </span><span>Demonstrate</span><span><span> </span>integrity and leadership.</span></span><span> </span></p></li></ul></div><div><p><span><span> </span></span><br><b><span>Ideal Candidate<span> </span></span><span>Qualifications:</span></b><span> </span></p></div><div><ul><li><p><span><span>3+ years of account management experience</span><span>,<span> </span></span><span>or 5+ years in the insurance industry</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Thorough knowledge of insurance brokerage and client needs</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Required active licensing; professional designation (CIC or equivalent) preferred</span></span><span> </span></p></li></ul></div></div><div><div><ul><li><p><span><span>Strong analytical, problem-solving, and decision-making skills</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Exceptional customer service,<span> </span></span><span>communication,<span> </span></span><span>multitasking, and organizational skills</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Proficiency</span><span><span> </span>in MS Office (Outlook, Word, Excel)</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>High School Diploma (or equivalent)</span></span><span> </span></p></li></ul></div><div><p><span><span> </span></span><br><b><span>What We Offer:</span></b><span> </span></p></div><div><ul><li><p><span><span>Competitive salaries and bonus potential</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Company-paid health insurance</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Paid holidays, vacations, and sick time</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>401K with employer match</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Professional growth and career progression opportunities</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Respectful culture and work/family life balance</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Community service commitment</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Supportive teammates and a rewarding work environment</span></span><span> </span></p></li></ul></div><div><p><span><span> </span></span><br><b><span>What to Expect</span><span><span> </span>(Application Process)</span><span>:</span></b><span> </span></p></div><div><ul><li><p><span><span>30-Minute Phone Screen, Online Assessments, and Interview(s)</span></span><span> </span></p></li></ul></div></div><p style="text-align:inherit"></p><p style="text-align:left"><u><b>Salary Range</b></u></p><p><i>The expected pay range for this position is 60-80K annually, depending on experience, relevant skills, and geographic location.</i></p><p style="text-align:inherit"></p><p style="text-align:left"><span>Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</span></p>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

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Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...