Job description

***This is a HYBRID opportunity based out of our Longwood, FL branch location.***

JOB SUMMARY:

Responsible for the strategic coordination and execution of client marketing, servicing, risk management and/or sales activities, following established industry and company guidelines, meeting performance requirements regarding production and quality, and ensuring that no liability associated with errors and omissions occurs. Assumes primary responsibility for management of commercial insurance portfolio with a specific focus on client servicing and risk assessment, including subcontractor exposure. Capable of resolving the most complex customer service problems, demonstrating critical thought processes and the ability to execute necessary actions focused on the best interest of the client, IOA and carrier partners. Serves as a Subject Matter Expert to account teams, Corporate Legal, IOA Properties, Executives and Producers relative to client insurance needs and requirements.

ESSENTIAL FUNCTIONS:

• Maintains high degree of technical competence and industry/market expertise
• Exercises discretion and independent judgment to ensure beneficial outcomes for clients and IOA
• Effectively manages assigned client relationships as an extension of the Producer and/or representative of IOA, including conducting one-on-one client meetings, preparing and presenting periodic Account Summaries, recommending coverages and policy changes and negotiating/closing new business and renewals
• Serves as information/communication conduit between Producer(s), corporate stakeholders, and account team, when applicable
• Proactively evaluates client operations and new products/services to ensure appropriate risk management
• Recommends and implements measures to reduce likelihood of claims and/or the severity of losses
• Serves as a Subject Matter Expert, answering questions, providing support, and developing solutions to client problems for account team, client, and Producers
• Assists in directing day-to-day activities and workflow assigned to account team that are performed on assigned book of business, which include delegation and prioritization of assignment/task, communication on performance expectations, and monitoring execution to ensure performance requirements and timelines are met
• Management and execution of a variety of customer service, account management, risk management and value-added service including but not limited to: account activity; policy administration and insurance placement; billing activity; claims administration; coverage/loss analysis; contract review for insurability; review policy forms and endorsements; review audits; identify errors and facilitate corrective actions; Certificates of Insurance; Evidences of Property; and Cancellation/Reinstatements
• Manages policy expirations for existing client(s) and works proactively to ensure appropriate actions are taken to facilitate renewals and ensures all new and renewal insurance policies are bound, billed and issued accurately and delivered to the Client/Insured within required timeframe
• Manages new business and policy renewal process independently, or in conjunction with Producer, including but not limited to:Conducting client research and gathering complete underwriting information

Conducting Loss Run Analysis
Preparing complete and accurate submissions including Acord applications and/or supplemental forms; sending out to market and/or performing online rating as required
Evaluating and negotiating coverages and pricing
Preparing and presenting Proposals
Binding coverage and complying with any subjectivity(ies) as required by carrier, Surplus Lines Association and/or IOA
Preparing and executing Premium Finance Agreements, when applicable
Diligent follow up for Policy Issuance
Review all policies, identifying and notifying AM and/or Producer of any discrepancies and ensuring that all necessary changes are submitted to and issued by the carrier
Maintaining accurate and complete policy transaction detail, schedules and Summaries of Insurance

• Monitors Accounts Receivables reports and takes action on any delinquent accounts along with collecting outstanding balances due
• Maintains agency management system, other agency supported systems and carrier/vendor online platforms, ensuring all data entered is complete, clearly presented and well-documented, accurate, and up-to-date
• Monitors and maintains activity/suspense, taking necessary action to ensure completion within required time frame
• Maintains frequent, transparent communication with account team regarding individual and team client service and policy administration activities, ensuring that the Producer is fully informed of workload status, questions, concerns and/or any errors, discrepancies or changes as it relates to the account and their insurance policies and facilitates appropriate/corrective actions
• Delivers excellent service at all times, including proactively anticipating needs, maintaining frequent and professional communication, and responding quickly to service requests
• Continually stays abreast of all company policies and procedures to ensure good knowledge, execution and compliance of standard operating procedures
• Partners with Operations leaders and corporate stakeholders to develop and implement best practices aimed at process efficiency and mitigation/elimination of errors and omissions liability.
• Continually seeks to improve individual and team performance, including developing, implementing identifying, communicating and adopting best practices
• Lives and champions IOA core values at all times, demonstrating the highest level of personal character, integrity, and servant leadership
• Regular and consistent attendance is expected and a necessary component to the job
• Performs other duties as assigned

NON-ESSENTIAL FUNCTIONS:

• Back-up for teammates as needed, covering for others in their absence and ensuring overall team service/performance excellence
• Ensures professional skills are continuously improved by actively participating in internal/external development opportunities
• Participates in training, mentoring, and ongoing professional development of account team and/or new hire
• Lifting and carrying large equipment/boxes over 5
• Bending and stooping to utilize necessary office equipment
• Participation in team building and other activities

QUALIFICATIONS AND EXPERIENCE:

• 8 years of industry experience; with 5+ years of experience as a Risk Manager or Risk Analyst in the field of Insurance or Finance
• 10 years of sales, marketing, or relationship management experience
• Possesses an in-depth knowledge of the insurance brokerage business, finance, property management and assigned clients’ needs
• Possesses the stature and experience needed to manage/oversee the largest and/or most complex accounts
• All required active licensing
• Must have at least one professional designation, such as CRM, CIC or ARM
• Strong analytical, problem solving and decision making skills
• Excellent organizational, prioritization and delegation skills
• Exceptional customer advocacy skills
• Outstanding verbal/written communication skills
• Ability to perform large work volumes with high degrees of accuracy and attention to detail
• PC proficiency, including basic knowledge of MS Office products, including Outlook, Word and Excel
• Exceptional personal character
• High School Diploma (or equivalent)

Job Type: Full-time

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid remote

License/Certification:

• 2-20 P&C License (Required)

Work Location: Hybrid remote in Longwood, FL 32750

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