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Insurance Office of America Account Associate Lead - Commercial Lines Insurance in Farmingdale, New Jersey

We?re looking for an experienced, licensed Commercial Lines Account Associate Lead to join our Farmingdale, NJ branch team!

We?re Insurance Office of America, one of the nation?s largest privately held agencies. IOA was founded in 1988 with the idea that professional client service provided by knowledgeable, caring, and passionate people makes for a winning combination. Whether working at our home office in suburban Orlando, Florida, one of our branch offices across the US and London, or with one of our subsidiary companies, the continued growth of our nearly 1,000 employees is a testament to our belief that great things start with great people!

At IOA, we?re driven by our mission and core values. We work hard, but we have fun too. Workplace ideals like leading by serving, work/family life balance, and giving back to our community aren?t just clich├ęs here ? they?re a part of who we are. We believe in helping people grow, develop and achieve their professional goals, so when you join the IOA team you truly become a partner in our shared success.

Commercial Lines Account Associate Lead success factors include:

  • Directs day-to-day activities and work flow assigned to administrative and customer service teams

  • Assists in monitoring team performance to ensure productivity, efficiency, quality, and service standards are met, recommending corrective actions to Management when appropriate

  • Provides training, mentoring, and ongoing professional development of administrative and customer service teams

  • Participates in team member?s performance evaluation process by providing feedback to Management

  • Leads implementation and enforcement of all company work rules, standards and policies and procedures in team

  • Ensures compliance with core work processes throughout the branch including identifying, adopting and demonstrating best practices

  • Assists to ensure all new and renewal insurance policies processed accurately and within required timeframes by tracking policy expirations for existing clients and works proactively to ensure appropriate actions are taken to facilitate renewals

  • Processing the following tasks accurately and within required timeframes:

  • Processing Policy Endorsements and carrier Audits; identify errors and facilitate corrective actions

  • Processing Policy Cancellations, Reinstatements and Lost Policy Releases (LPR)

  • Preparing Check requests, Invoices and Premium Finance Agreements

  • Preparing Summaries of Insurance

  • Ordering Loss Runs and MVR?s

  • Issuing Auto ID Cards

  • Issuing Certificates of Insurance and Evidences of Property

  • Issuing Binders of Insurance

  • Identifying and reconciling of any inaccuracies in Account billings

  • Preparing Agent of Record letters (AOR)

  • Provides support to AM, AE or Producer in the new business and renewal business workflows, including but not limited to:

  • 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 as directed by AM, AE or Producer

  • Binding coverage and complying with any subjectivity(ies) as required by carrier, Surplus Lines Association and/or IOA

  • Diligent follow up for Policy Issuance

  • Review all policies, identifying and notifying AM, AE or Producer of any discrepancies and ensuring that all necessary changes are submitted to and issued by the carrier

  • Maintaining accurate schedules and/or Summaries of Insurance

Qualified candidates will have:

  • 3+ years of commercial lines insurance agency/brokerage experience

  • An active P&C license

  • CISR designation or equivalent preferred

  • Exceptional customer service skills

  • Excellent multi-tasking, organizational, delegation and decision-making skills

  • Outstanding verbal/written communication skills

  • Ability to perform large work volumes with high degrees of accuracy

  • PC proficiency, including MS Office

  • Exceptional personal character, including a strong work ethic, positive attitude, and willingness to assist others at all times?

Great Reasons to Work at IOA include:

  • Competitive salaries and bonus earning potential

  • Great benefits, including company paid health insurance

  • Paid time off for holidays, vacations, and sick time

  • 401K with an employer match

  • Participation in our employee stock plan

  • Opportunities for professional growth and career progression

  • A culture that emphasizes respect for every individual

  • Company commitment to work/family life balance and community service

  • Teammates who share your drive for excellence

  • Knowing every day you are helping our clients protect their families and businesses

If you're ready to take a leap forward in your career, please click below to apply. Any candidates meeting the qualification requirements for the Account Associate Lead position will be contacted. We?re looking forward to hearing from you!

IOA is an Equal Opportunity Employer, and has been recognized as a great place to work by Business Insurance magazine, Florida Trend, and the Orlando Sentinel.

To learn more, please visit us at