Qureos Mentor

Insurance Office of America

<div><p><b>Job Description:</b></p><p></p><div><div>
Job Description</div></div><div><div><div><div><div><div><div><div><div><p><b>
Title: Account Manager - Commercial Lines</b></p><p><b>
Fully Remote: </b>applicants in Eastern, Central &amp; Mountain Time Zones<br>
<b>Supporting:</b> Shared Services - provides service support to other IOA account teams and new producers during their first 3-6 months with account management and service.<br>
<b>Book Focus: </b>construction / contractor experience (required), transportation (preferred)<br>
<br>
<i>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</i><br>
<br>
<b>About the Role:</b> 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.</p><p><br>
<br>
<b>Key Responsibilities:</b></p><ul><li><p><b>
Technical Competence</b>: Maintain technical competence and industry expertise.</p></li><li><p><b>
Team Leadership</b>: Direct daily activities of the account management team.</p></li><li><p><b>
Customer Service</b>: Handle customer service requests, policy administration, billing, claims, and coverage analysis.</p></li><li><p><b>
Policy Management</b>: Manage policy expirations and renewals.</p></li><li><p><b>
Renewal Process</b>: Conduct client research, prepare submissions, negotiate coverages, and present proposals.</p></li><li><p><b>
Accounts Receivable</b>: Monitor reports and take action on delinquent accounts, collecting outstanding balances.</p></li><li><p><b>
System Maintenance</b>: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.</p></li><li><p><b>
Activity Monitoring:</b> Monitor and maintain activity/suspense to ensure timely completion.</p></li><li><p><b>
Communication:</b> Maintain frequent, transparent communication with the account team regarding workload status and any issues.</p></li><li><p><b>
Service Excellence:</b> Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.</p></li><li><p><b>
Policy Compliance:</b> Stay updated on company policies and procedures.</p></li><li><p><b>
Continuous Improvement:</b> Seek and adopt best practices to improve individual and team performance.</p></li><li><p><b>
Champion IOA Values:</b> Demonstrate integrity and leadership.</p></li></ul><p><br>
<br>
<b>Ideal Candidate Qualifications:</b></p><ul><li><p>
5 years of account management experience</p></li><li><p>
Thorough knowledge of insurance brokerage and client needs</p></li><li><p>
Required active licensing; professional designation (CIC or equivalent) preferred</p></li><li><p>
Strong analytical, problem-solving, and decision-making skills</p></li><li><p>
Exceptional customer service, communication, multitasking, and organizational skills</p></li><li><p>
Proficiency in MS Office (Outlook, Word, Excel)</p></li><li><p>
High School Diploma (or equivalent)</p></li></ul><p><br>
<br>
<b>What We Offer:</b></p><ul><li><p>
Competitive salaries and bonus potential</p></li><li><p>
Company-paid health insurance</p></li><li><p>
Paid holidays, vacations, and sick time</p></li><li><p>
401K with employer match</p></li><li><p>
Professional growth and career progression opportunities</p></li><li><p>
Respectful culture and work/family life balance</p></li><li><p>
Community service commitment</p></li><li><p>
Supportive teammates and a rewarding work environment</p></li></ul><p><br>
<br>
<b>What to Expect (Application Process):</b></p><ul><li><p>
30-Minute Phone Screen, Online Assessments, and Interview(s)</p></li></ul></div></div></div></div></div></div></div></div></div><p></p><p><b>
Salary Range</b></p><div><div>
The expected pay range for this position is $70,000.00 to $90,000.00 per year, depending on experience, relevant skills, and geographic location.</div></div><p></p><p>
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</p></div>

Commercial Insurance Account Manger (Construction / Contractors)

<div><p><b>Job Description:</b></p><p></p><div><div><p><b>
Title:</b><b> </b><b>Account</b><b> </b><b>Coordinator</b><b> </b><b>&ndash;</b><b> </b><b>Employee Benefits</b></p></div><div><p><b>
Hybrid:</b><b> </b>2 days in office<b> </b><b>| Location:</b><b> </b>Longwood, FL<b> </b><b>| Required:</b> Florida 2-15 License<br>
<br>
<i>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.</i><i> </i><i>Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.</i><i> </i><i>To view our branch locations, please visit: ioausa.com/locations</i></p></div><div><p><br>
<br>
<b>About the Role</b><b>:</b> Responsible for IOA Benefits department administrative and support activities, including internal/external customer service and communication, individual productivity, quality, and service levels, eligibility processing, data entry, general administration, meeting/presentation preparation, marketing/branding functional support, professional development, identification of sales opportunities, and upholding IOA core values.</p></div><div><p><br>
<br>
<b>Key Responsibilities:</b></p></div><div><ul><li><p><b>
Administrative Support:</b> Assist with Benefits department administrative support functions under the direction of Account Team leadership.</p></li></ul></div><div><ul><li><p><b>
Client Service:</b> Deliver outstanding client service, anticipating needs and maintaining professional communication.</p></li></ul></div><div><ul><li><p><b>
Work Ethic:</b> Demonstrate a strong work ethic, positive attitude, and willingness to assist others.</p></li></ul></div><div><ul><li><p><b>
Business Growth:</b> Actively seek to grow IOA business by identifying and acting on sales opportunities.</p></li></ul></div><div><ul><li><p><b>
Eligibility Processing:</b> Process client employee plan eligibility data accurately and timely.</p></li></ul></div><div><ul><li><p><b>
Technical Issues:</b> Resolve client data portal technical issues with carriers.</p></li></ul></div><div><ul><li><p><b>
Data Management:</b> Maintain accurate and up-to-date data in the agency management system.</p></li></ul></div><div><ul><li><p><b>
Marketing Support:</b> Provide administrative support for marketing and client reporting functions.</p></li></ul></div><div><ul><li><p><b>
Presentation Preparation:</b> Assist in client presentation and meeting preparation.</p></li></ul></div><div><ul><li><p><b>
Correspondence Management:</b> Manage incoming mail, faxes, and other correspondence.</p></li></ul></div><div><ul><li><p><b>
Collateral Materials:</b> Assist in the compilation and distribution of marketing materials.</p></li></ul></div><div><ul><li><p><b>
Office Support:</b> Provide general office support and administration as needed.</p></li></ul></div><div><ul><li><p><b>
Performance Monitoring:</b> Monitor individual performance to ensure standards are met.</p></li></ul></div><div><ul><li><p><b>
Professional Development</b>: Support team training and development, promote a positive work environment, and seek continuous improvement.</p></li></ul></div><div><ul><li><p><b>
Communication</b>: Maintain transparent communication with Producers and team members.</p></li></ul></div><div><ul><li><p><b>
Compliance</b>: Ensure adherence to company policies and industry standards.</p></li></ul></div></div><div><div><ul><li><p>
Champion IOA core values and demonstrate integrity and leadership.</p></li></ul></div><div><p><br>
<br>
<b>Ideal Candidate</b><b> </b><b>Qualifications:</b></p></div><div><ul><li><p>
2+ years of industry experience</p></li></ul></div><div><ul><li><p>
Exceptional customer service and administrative skills</p></li></ul></div><div><ul><li><p>
Strong communication, organizational and multi-tasking skills</p></li></ul></div><div><ul><li><p>
Proficiency in MS Office (Outlook, Word, Excel)</p></li><li><p>
Required active licensing</p></li></ul></div><div><ul><li><p>
High School Diploma (or equivalent)</p></li></ul></div><div><p><br>
<br>
<b>What We Offer:</b></p></div><div><ul><li><p>
Competitive salaries and bonus potential</p></li></ul></div><div><ul><li><p>
Company-paid health insurance</p></li></ul></div><div><ul><li><p>
Paid holidays, vacations, and sick time</p></li></ul></div><div><ul><li><p>
401K with employer match</p></li></ul></div><div><ul><li><p>
Professional growth and career progression opportunities</p></li></ul></div><div><ul><li><p>
Respectful culture and work/family life balance</p></li></ul></div><div><ul><li><p>
Community service commitment</p></li></ul></div><div><ul><li><p>
Supportive teammates and a rewarding work environment</p></li></ul></div><div><p><br>
<br>
<b>What</b><b> </b><b>to Expect</b><b> </b><b>(Application Process)</b><b>:</b></p></div><div><ul><li><p>
30-Minute Phone Screen, Online Assessments, and Interview(s)</p></li></ul></div></div><p></p><p><b>
Salary Range</b></p><p>
The expected pay range for this position is $40,000.00 - $55,000.00 annually depending on experience, relevant skills, and geographic location.</p><p></p><p>
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</p></div>

Account Coordinator - Employee Benefits (Hybrid Opportunity)

<div><p><b>Job Description:</b></p><p></p><div><div><p><b>
Title: Account</b><b> </b><b>Associate</b><b> </b><b>- Commercial Lines</b></p></div><p></p><div><p><b>
Work Mode: </b>Fully remote for candidates located in the Northeast<b>| Location/Supporting:</b><b> </b>Cherry Hill, NJ office<b> </b><b>| Book Focus:</b><b> </b>General Book, Real Estate, Habitational</p><p><br>
<br>
<i>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</i></p></div><div><p><br>
<br>
<b>About the Role</b><b>:</b> 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.</p></div><div><p><br>
<br>
<b>Key Responsibilities:</b></p></div><div><ul><li><p><b>
Team Support:</b> Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant.</p></li></ul></div><div><ul><li><p><b>
Office Support:</b> Assist with general office tasks and administration.</p></li></ul></div><div><ul><li><p><b>
Policy Processing:</b> Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.</p></li></ul></div><div><ul><li><p><b>
Task Management:</b> Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.</p></li></ul></div><div><ul><li><p><b>
Data Management:</b> Maintain accurate and up-to-date data in agency systems.</p></li></ul></div><div><ul><li><p><b>
Activity Monitoring:</b> Ensure timely completion of tasks and activities.</p></li></ul></div><div><ul><li><p><b>
Communication:</b> Keep the account team informed of workload status and any issues.</p></li></ul></div><div><ul><li><p><b>
Service Excellence:</b> Provide proactive and responsive service.</p></li></ul></div><div><ul><li><p><b>
Performance Monitoring:</b> Ensure productivity and quality standards are met.</p></li></ul></div><div><ul><li><p><b>
Promote Culture:</b> Participate in team building and promote a positive work environment.</p></li></ul></div><div><ul><li><p><b>
Continuous Improvement:</b> Seek and adopt best practices.</p></li></ul></div><div><ul><li><p><b>
Compliance:</b> Stay updated on company policies and procedures.</p></li></ul></div><div><ul><li><p><b>
Professional Development:</b> Enhance technical skills and industry knowledge.</p></li></ul></div><div><ul><li><p><b>
Relationship Building:</b> Foster positive relationships with colleagues and leadership.</p></li></ul></div><div><ul><li><p><b>
Champion IOA Values:</b> Demonstrate integrity and leadership.</p></li></ul></div><div><p><br>
<br>
<b>Ideal Candidate</b><b> </b><b>Qualifications:</b></p></div></div><div><div><ul><li><p>
2+ years of commercial insurance experience</p></li></ul></div><div><ul><li><p>
Thorough knowledge of insurance brokerage and client needs</p></li></ul></div><div><ul><li><p>
Required active licensing strongly preferred</p></li></ul></div><div><ul><li><p>
Strong analytical, problem-solving, and decision-making skills</p></li></ul></div><div><ul><li><p>
Exceptional customer service, communications. multitasking, and organizational skills</p></li></ul></div><div><ul><li><p>
Proficiency in MS Office (Outlook, Word, Excel)</p></li></ul></div><div><ul><li><p>
High School Diploma (or equivalent)</p></li></ul></div><div><p><br>
<br>
<b>What We Offer:</b></p></div><div><ul><li><p>
Competitive salaries and bonus potential</p></li></ul></div><div><ul><li><p>
Company-paid health insurance</p></li></ul></div><div><ul><li><p>
Paid holidays, vacations, and sick time</p></li></ul></div><div><ul><li><p>
401K with employer match</p></li></ul></div><div><ul><li><p>
Professional growth and career progression opportunities</p></li></ul></div><div><ul><li><p>
Respectful culture and work/family life balance</p></li></ul></div><div><ul><li><p>
Community service commitment</p></li></ul></div><div><ul><li><p>
Supportive teammates and a rewarding work environment</p></li></ul></div><div><p><br>
<br>
<b>What</b><b> </b><b>to Expect</b><b> </b><b>(Application Process)</b><b>:</b></p></div><div><ul><li><p>
30-Minute Phone Screen, Online Assessments, and Interview(s)</p></li></ul></div></div><p></p><p><b>
Salary Range</b></p><p>
The expected pay range for this position is $24.00 to $26.00 per year, depending on experience, relevant skills, and geographic location.</p><p></p><p>
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</p></div>

Account Associate - Commercial Lines

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <strong>
  Title: Account Assistant - Commercial Lines
  <br/>
  <br/>
 </strong>
 <strong>
  Work Mode
 </strong>
 <strong>
  :
 </strong>
 In-Office M-F 8:00 AM - 5:00 PM at our Home Office in Longwood, FL
 <br/>
 <br/>
 <strong>
  Book Focus:
 </strong>
 General, Select Business |
 <strong>
  Experience:
 </strong>
 3-5+ years in customer service (required), insurance (preferred)
 <br/>
 <br/>
 <em>
  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
  <br/>
  <br/>
 </em>
 <strong>
  About the Role:
 </strong>
 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. Specific responsibilities include data entry, word processing, reviewing policy forms for accuracy, handling transmittals to clients/insureds, and providing general office support.
 <br/>
 <br/>
 <strong>
  Key Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Office Support: Assist with general office tasks and administration.
  </li>
  <li>
   Policy Processing: Assist with endorsements, audits, cancellations, reinstatements, and policy releases.
  </li>
  <li>
   Task Management: Prepare check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.
  </li>
  <li>
   Data Management: Maintain accurate and up-to-date data in agency systems.
  </li>
  <li>
   Activity Monitoring: Ensure timely completion of tasks and activities.
  </li>
  <li>
   Communication: Keep the account team informed of workload status and any issues.
  </li>
  <li>
   Service Excellence: Provide proactive and responsive service.
  </li>
  <li>
   Performance Monitoring: Ensure productivity and quality standards are met.
  </li>
  <li>
   Promote Culture: Participate in team building and promote a positive work environment.
  </li>
  <li>
   Continuous Improvement: Seek and adopt best practices.
  </li>
  <li>
   Compliance: Adhere to company policies and procedures.
  </li>
  <li>
   Professional Development: Enhance technical skills and industry knowledge.
  </li>
  <li>
   Relationship Building: Foster positive relationships with colleagues and leadership.
  </li>
  <li>
   Other Duties: Perform additional tasks as assigned.
  </li>
  <li>
   Champion IOA Values: Demonstrate integrity and leadership.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Ideal Candidate Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   3-5 years&rsquo; experience in customer service, industry experience preferred
  </li>
  <li>
   Exceptional customer service, communication, multitasking, and organizational skills
  </li>
  <li>
   Proficiency in MS Office (Outlook, Word, Excel)
  </li>
  <li>
   High School Diploma (or equivalent)
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What We Offer
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Competitive salaries and bonus potential
  </li>
  <li>
   Company-paid health insurance
  </li>
  <li>
   Paid holidays, vacations, and sick time
  </li>
  <li>
   401K with employer match
  </li>
  <li>
   Professional growth and career progression opportunities
  </li>
  <li>
   Respectful culture and work/family life balance
  </li>
  <li>
   Community service commitment
  </li>
  <li>
   Supportive teammates and a rewarding work environment
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What To Expect (Application Process)
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   30-Minute Phone Screen, Online Assessments, and Interview(s)
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Salary Range
  <br/>
  <br/>
 </strong>
 The expected pay range for this position is $33,000.00 - $45,000.00 annually depending on experience, relevant skills, and geographic location.
 <br/>
 <br/>
 Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
</div>


Account Assistant (Entry Level, In Office)

Join Insurance Office of America and explore 4   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Insurance Office of America

About Company

Commercial Insurance Account Manger (Construction / Contractors)

Account Coordinator - Employee Benefits (Hybrid Opportunity)

Account Associate - Commercial Lines

Account Assistant (Entry Level, In Office)