Property & Casualty License Full Job Description Job Description:

Title:

A ccount Manager -

Commercial Lines Hybrid Preferred:

1 day in the Binghamton, NY or Syracuse, NY office

OR Fully Remote:

applicants residing in

Eastern or Central Time Zones Book Focus:

Construction, Contractors, Habitational |

Required:

active property & casualty (P&C) license 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. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the

Role :

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.

Key Responsibilities:

Technical Competence :

Maintain technical competence and industry expertise.

Team Leadership :

Direct daily activities 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.

Ideal Candidate Qualifications:

3-5 years of account management experience, or 5+ years in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active property & casualty (P&C) licensing; professional designation (CIC or equivalent) preferred Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communication, multitasking, and organizational skills Proficiency in MS Office (Outlook, Word, Excel) High School Diploma (or equivalent)

What We Offer:

Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match 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, and Interview(s) Salary Range The expected pay range for this position is $65,000.00 - $80,000.00 annually depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. 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