远程工作雷达

客户经理 - 商业险(航空)

Account Manager - Commercial Lines (Aviation)

市场运营职能支持未标注地域
公司Insurance Office of America
薪资$75,000 - $90,000/年
工作地点Georgia
地域资格未标注地域
时区要求日间重叠约 5 小时,基本正常作息
用工类型Full Time
发布时间今天
数据来源Himalayas
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职位描述:

职位名称:客户经理 - 商业保险

工作模式:符合条件的候选人可全职远程办公 | 支持:佐治亚州盖恩斯维尔办公室 | 业务重点:航空保险

注意:如果该职位标注为全职远程或混合办公,根据公司政策,居住在分支机构50英里范围内的个人可能需要以混合方式现场办公,因为可能有需要现场出席的特定业务需求。此外,我们的远程办公政策要求拥有专用、无干扰的工作空间。远程办公不能替代工作时间内的育儿、照顾老人或其他个人责任。要查看我们的分支机构位置,请访问:ioausa.com/locations

职位简介:管理指定的业务组合,确保客户保留并支持新业务。协调日常行政和客户服务活动,解决复杂问题,并确保无错误或遗漏。

主要职责:

  • 技术能力:保持技术能力和行业专业知识。
  • 团队领导:指导客户经理团队的日常活动。
  • 客户服务:处理客户服务请求、保单管理、账单、索赔和保障分析。
  • 保单管理:管理保单到期和续保。
  • 续保流程:进行客户调研,准备申请材料,协商保障内容,并提交提案。
  • 应收账款:监控报告并对逾期账户采取行动,收取未结余额。
  • 系统维护:维护代理管理系统和保险公司/供应商平台,确保数据准确完整。
  • 活动监控:监控并维护活动/待处理事项,确保及时完成。
  • 沟通:与客户团队保持频繁、透明的沟通,汇报工作状态和任何问题。
  • 服务卓越:提供出色的服务,主动预见需求,并快速响应服务请求。
  • 保单合规:了解公司政策和程序。
  • 持续改进:寻求并采用最佳实践,提升个人和团队绩效。
  • 倡导IOA价值观:展现诚信和领导力。

理想候选人资格:

  • 3年以上客户管理经验,或5年以上保险行业经验
  • 熟悉保险经纪和客户关系管理
查看英文原文

Job Description:

Title: Account Manager - Commercial Lines

Work Mode: Fully Remote for candidates able to work EST schedule | Supporting: Gainesville, GA office | Book Focus: Aviation

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 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 to $90,000 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.
Originally posted on Himalayas

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