IDEAL CANDIDATE QUALIFICATIONS:

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

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  Technical Competence: Maintain technical competence and industry expertise.
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  Team Leadership: Direct daily activities of the account management team.
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  Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis.
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  Policy Management: Manage policy expirations and renewals.
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  Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals.
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  Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances.
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  System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
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  Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.
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  Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.
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  Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
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  Policy Compliance: Stay updated on company policies and procedures.
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  Continuous Improvement: Seek and adopt best practices to improve individual and team performance.
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  Champion IOA Values: Demonstrate integrity and leadership.