Insurance Office of America

Manage customer support operations, develop processes, and lead teams to improve service quality and efficiency. | Requires 3+ years of account management experience, insurance industry knowledge, and licensing, which are not present in your profile. | Job Description: Title: Account Manager - Commercial Lines Hybrid Preferred: 1-2 days in the Ontario, CA office OR Fully Remote: for California residents Supporting: Ontario, CA office | Book Focus: General, Restaurants 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+ years of account management experience, or 5+ years in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active property & casualty 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 $75,000.00 to $105,000.00 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.

Lead product development initiatives, manage backlogs, and collaborate with cross-functional teams to deliver AI-driven insurance solutions. | 3+ years of experience as a Product Owner in the insurance industry, with proven success in delivering AI products, and strong Scrum leadership skills. | Description Job Description: Title: Product Owner (AI & Insurance Innovation) – Enterprise Systems Fully Remote 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: The Product Owner will play a pivotal role in driving the integration of Artificial Intelligence into IOA’s core product suite. Reporting to the Director of Product Management, you will lead initiatives that modernize critical areas such as back-office automation, automated underwriting, touchless claims processing, and client engagement. This role requires a deep understanding of insurance industry workflows and the ability to translate business needs into actionable product strategies that deliver measurable impact. Key Responsibilities: • Product Roadmap: Define and maintain a product roadmap aligned with organizational goals and vision. • Discovery & Research: Conduct industry research and competitive analysis to inform feature development. • Backlog Management: Prioritize and manage the product backlog to meet delivery milestones. • Requirements Documentation: Create clear, concise product requirements, including functional specifications and process flows. • User Stories: Develop high-quality User Stories and acceptance criteria for development teams. • Design Collaboration: Partner with UX Designers to create prototypes and wireframes. • Sprint Leadership: Lead Sprint Planning, Daily Stand-Ups, Sprint Demos, and Retrospectives. • Backlog Grooming: Facilitate backlog refinement sessions to ensure clarity and prioritization. • Cross-Functional Alignment: Collaborate with technical teams to estimate development efforts and plan releases. • Stakeholder Engagement: Work with clients and internal teams to define and negotiate requirements. • Dependency Management: Identify and manage dependencies across teams and systems. • Metrics Analysis: Analyze product performance metrics to identify areas for improvement and optimize conversion. • Domain Expertise: Develop deep knowledge of core business functions, processes, and workflows. • Technical Understanding: Maintain familiarity with core systems, applications, and technical platforms. • Leadership & Communication: Influence stakeholders at all levels through strong organizational and communication skills. Ideal Candidate Qualifications: • 3+ years of experience as a Product Owner within the insurance industry. • Proven track record of delivering AI-driven products. • Extensive experience leading Scrum teams and managing complex dependencies. • Bachelor’s degree in Computer Science, Information Systems, Business, or equivalent industry experience in a relevant role. • Strong understanding of software engineering principles. • Demonstrated success in gathering and defining requirements. • Innovative mindset with a commitment to continuous learning and improvement. • Excellent written and verbal communication skills for both technical and business audiences. • Relevant certifications in Product Management or related disciplines. What We Offer: • Highly competitive pay rate based on relevant work experience. • Compensation for travel and mileage. • 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 $80,000 to $119,000 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Summary We are seeking a Product Owner with deep roots in the insurance industry to lead the integration of Artificial Intelligence into our core product suite. This role focuses on modernizing high-impact areas such as back-office automation, automated underwriting, touchless claims processing, and client engagement. Under the direction of the Director of Product Management, you will be responsible for ensuring our AI and Enterprise Systems initiatives don't just "work," but specifically solve for the unique friction points inherent in Insurance. Remote About the Company: Insurance Office of America

Manage client accounts, oversee policy renewals, and ensure excellent customer service in an insurance brokerage setting. | At least 5 years of account management experience in insurance, active licensing, and strong communication skills. | Job Description: Title: Senior Account Manager - Commercial Lines Work Mode: Remote, Florida, Georgia, Alabama, Mississippi, Louisiana (Must have Florida Insurance Experience) | Location/Supporting: Tallahassee, FL | Book Focus: Construction, WRAP Administration, Large Accounts 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. Serve as a subject matter expert for the account management team. Key Responsibilities: 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. 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: 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, 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 80-105K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.

Manage client accounts, ensure retention, support new business, and handle policy administration and renewals. | 7+ years of account management or 10+ years in insurance, active property & casualty license, strong communication and organizational skills. | Job Description: Title: Senior Account Manager - Commercial Lines Fully Remote: applicants in Eastern, Central and Mountain Time Zones Supporting: Elgin, IL | Book Focus: Transportation (Middle Market) Requirement: active property & casualty license, ability to work Central Time Zone office hours 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. Serve as a subject matter expert for the account management team. Key Responsibilities: 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. 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: 7+ years of account management experience, or 10+ years in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active property & casualty licensing; professional designation (CIS, TRIP 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 75,000.00 - 100,000.00 annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.

Manage assigned book of business including account retention, policy renewals, customer service, billing, claims, and team leadership to ensure service excellence and compliance. | 5+ years account management or 7+ years insurance industry experience, active insurance licensing, strong analytical and communication skills, and proficiency in MS Office. | Job Description: Title: Senior Account Manager - Commercial Lines Fully Remote | Book Focus: Real Estate 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: • 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, 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 • 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, and Interview(s) Salary Range The expected pay range for this position is $75,000 to $95,000 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Assist the account team with administrative tasks and customer service. Ensure accuracy in policy processing and maintain data integrity in agency systems. | Candidates should have 2+ years of industry experience or 5+ years in customer service. An active Property & Casualty license and proficiency in MS Office are required. | Job Description: Title: Account Associate - Commercial Lines Remote: Eastern Time Zones | Supporting New Jersey office Book Focus: Construction, Contractors, Habitational, Property, Workers Comp Active Property & Casualty P&C License Required 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: Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues. Key Responsibilities: Team Support: Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant. Office Support: Assist with general office tasks and administration. Policy Processing: Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders. Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows. Data Management: Maintain accurate and up-to-date data in agency systems. Activity Monitoring: Ensure timely completion of tasks and activities. Communication: Keep the account team informed of workload status and any issues. Service Excellence: Provide proactive and responsive service. Performance Monitoring: Ensure productivity and quality standards are met. Promote Culture: Participate in team building and promote a positive work environment. Continuous Improvement: Seek and adopt best practices. Compliance: Stay updated on company policies and procedures. Professional Development: Enhance technical skills and industry knowledge. Relationship Building: Foster positive relationships with colleagues and leadership. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 2+ years of industry experience, OR 5+ years of related experience in customer service Thorough knowledge of insurance brokerage and client needs Required active licensing Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communications. 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 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, and Interview(s) Salary Range The expected pay range for this position is $45,000.00 - $60,000.00 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.

Manage assigned book of business including policy renewals, customer service, team leadership, and system maintenance to ensure client retention and service excellence. | 5+ years account management or 7+ years insurance experience, active insurance licensing, strong communication and organizational skills, and proficiency in MS Office. | Job Description: Title: Senior Account Manager - Commercial Lines Work Mode: Hybrid, 1-2 Days in office | Location/Supporting: St Petersburg, FL | Book Focus: Transportation 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. Serve as a subject matter expert for the account management team. Key Responsibilities: • 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. • 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: • 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, 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 • 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, and Interview(s) Salary Range The expected pay range for this position is 80-90K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Manage assigned book of business including retention, new business support, policy renewals, billing, claims, and customer service while leading account management team activities. | 3+ years account management or 5+ years insurance industry experience, active property & casualty license, strong analytical and communication skills, proficiency in MS Office, and high school diploma or equivalent. | Job Description: Title: Account Manager - Commercial Lines (supporting our Binghamton, NY office) Hybrid Preferred: 1-2 days in office in either our Binghamton, NY or Syracuse, NY office Fully Remote for Eastern Time Zone or Central Time Zone residents Book Focus: Construction, Contractors, Habitational, Property, Workers Comp. 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+ years of account management experience, or 5+ years in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active property & casualty 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 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, and Interview(s) Salary Range The expected pay range for this position is $65,000.00 - $95,000.00 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.

Manage assigned book of business, ensure account retention, handle policy administration, billing, claims, and renewals, and maintain agency management systems. | 3+ years account management or 5+ years insurance experience, active P&C license required, strong customer service and communication skills, proficiency in MS Office. | Job Description: Title: Account Manager - Commercial Lines Fully Remote: Arizona, California, Montana, Nevada, Washington Book Focus: Franchise Dealerships 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+ 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 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, and Interview(s) Salary Range The expected pay range for this position is $80,000.00 - $95,000.00 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.

Manage assigned commercial insurance accounts, ensure retention, handle policy renewals, customer service, and maintain agency systems. | 3+ years account management or 5+ years insurance experience, active P&C license, strong customer service and communication skills. | Job Description: Title: Account Manager - Commercial Lines Fully Remote: Eastern or Central Time Zones Supporting our Columbia, SC office Book Focus: Construction, Contractors, General 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+ 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 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, and Interview(s) Salary Range The expected pay range for this position is $60,000.00 - $90,000.00 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.

Manage assigned book of business ensuring retention and new business, lead account management team activities, handle customer service and policy administration, and maintain system data accuracy. | 5+ years account management or 7+ years insurance experience, active insurance licensing, strong customer service and communication skills, proficiency in MS Office, and high school diploma or equivalent. | Job Description: Title: Senior Account Manager - Commercial Lines Work Mode: Remote | Location/Supporting: Tampa, FL | Book Focus: General, Construction 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. Serve as a subject matter expert for the account management team. Key Responsibilities: 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. 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: 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, 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 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, and Interview(s) Salary Range The expected pay range for this position is 75-85K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.

Manage assigned book of business, handle policy administration, customer service, billing, claims, renewals, and lead account management team activities. | 3+ years account management or 5+ years insurance experience, active property & casualty license, strong customer service and organizational skills, high school diploma. | Description Job Description: Title: Account Manager - Commercial Lines Fully Remote | Supporting: Producer Operations Team | Book Focus: General, Construction (required experience) 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+ years of account management experience, or 5+ years in the insurance industry • Thorough knowledge of insurance brokerage and client needs • Required active property & casualty 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 • 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, and Interview(s) Salary Range The expected pay range for this position is $70,000.00 - $90,000.00 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Manage client insurance policies including renewals, quoting, binding, invoicing, claims assistance, and mentoring team members. | 5+ years insurance industry experience, active state licensing, strong customer service, organizational and communication skills, and proficiency in MS Office. | Description Job Description: Title: Personal Lines Account Manager Fully remote for Florida based candidates | Experience: Quoting & Binding Personal Lines Policies 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. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations About the Role: Responsible for overseeing client service and communication, ensuring excellence in every interaction. Their duties include managing administrative processes for client insurance policies such as renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports. They also handle proposals, AORs (Agency of Record), cancellations, and policy reviews. Managing incoming correspondence and facilitating effective team communication are vital aspects of the role, including delegating work to Account Associates. Additionally, the Account Manager plays a key role in mentoring and training team members, fostering their professional growth and development. Key Responsibilities: • Book of Business Management: Maintain records, review and bind renewals, remarket, quote, and bind additional lines of business. • Client Protection: Ensure clients' assets are protected through comprehensive insurance products and eliminate coverage gaps. • Underwriter Collaboration: Work with underwriters to find creative solutions for customer needs. • Report Monitoring: Track expiration, past due renewals, and A/R reports to ensure timely servicing. • Invoicing: Create and distribute client invoicing for new business, renewals, and premium-bearing endorsements; collect outstanding balances. • Claims Assistance: Facilitate client claims processes as needed. • Performance Monitoring: Ensure productivity, efficiency, quality, and service standards are met; recommend corrective actions when appropriate. • Supervisor Communication: Maintain transparent communication with supervisor regarding obstacles and performance expectations; seek and implement performance coaching. • Sales Collaboration: Work with commercial sales personnel to develop solutions for mutual clients. • Champion IOA core values and demonstrate integrity and leadership. Ideal Candidate Qualifications: • 5+ years of industry experience • State required active licensing • Exceptional customer service and communication skills • Strong multi-tasking, organizational, delegation, and decision-making skills • High accuracy in handling large work volumes • 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 • 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, and Interview(s) Salary Range The expected pay range for this position is $45,000 to $55,000 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Manage client insurance policies including renewals, quoting, binding, invoicing, claims assistance, and team communication. | 5+ years insurance industry experience, active state licensing, strong customer service, organizational skills, and proficiency in MS Office. | Job Description Title: Personal Lines Account Manager Fully remote for Florida based candidates | Experience: Quoting & Binding Personal Lines Policies 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. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations About the Role: Responsible for overseeing client service and communication, ensuring excellence in every interaction. Their duties include managing administrative processes for client insurance policies such as renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports. They also handle proposals, AORs (Agency of Record), cancellations, and policy reviews. Managing incoming correspondence and facilitating effective team communication are vital aspects of the role, including delegating work to Account Associates. Additionally, the Account Manager plays a key role in mentoring and training team members, fostering their professional growth and development. Key Responsibilities • Book of Business Management: Maintain records, review and bind renewals, remarket, quote, and bind additional lines of business. • Client Protection: Ensure clients' assets are protected through comprehensive insurance products and eliminate coverage gaps. • Underwriter Collaboration: Work with underwriters to find creative solutions for customer needs. • Report Monitoring: Track expiration, past due renewals, and A/R reports to ensure timely servicing. • Invoicing: Create and distribute client invoicing for new business, renewals, and premium-bearing endorsements; collect outstanding balances. • Claims Assistance: Facilitate client claims processes as needed. • Performance Monitoring: Ensure productivity, efficiency, quality, and service standards are met; recommend corrective actions when appropriate. • Supervisor Communication: Maintain transparent communication with supervisor regarding obstacles and performance expectations; seek and implement performance coaching. • Sales Collaboration: Work with commercial sales personnel to develop solutions for mutual clients. • Champion IOA core values and demonstrate integrity and leadership. Ideal Candidate Qualifications • 5+ years of industry experience • State required active licensing • Exceptional customer service and communication skills • Strong multi-tasking, organizational, delegation, and decision-making skills • High accuracy in handling large work volumes • 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 • 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, and Interview(s) Salary Range The expected pay range for this position is $45,000 to $55,000 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.