Account Manager

Responsibilities

• Enter new and renewal business into proprietary rating systems.
• Prepare account service documentation, client communications, and correspondence to support underwriting and agent relationships.
• Process renewals by reviewing policy details for accuracy and implementing requested changes.
• Handle endorsements and audit transactions through coordination with agents and underwriters.
• Manage non-renewals and cancellations in accordance with company procedures and regulatory requirements.
• Review company correspondence to ensure relevance, accuracy, and alignment with client needs.
• Maintain bond and account files in compliance with established documentation and record-keeping standards.
• Build working relationships with underwriters and agent partners.
• Respond to and process internal information requests.
• Prepares, submits and tests IT programming requests.
• Prepare and audit various monthly operational and performance reports.
• Continuously develop professional skills through ongoing education and by staying current with industry trends and standards.
• Afford assistance with the training and support of other team members.

Qualifications

• High School Diploma or Equivalent.
• To qualify, applicants must be authorized to work in the United States and must not require VISA sponsorship, now or in the future, for employment purposes.
• Basic accounting experience.
• Knowledge of underwriting support processes and procedures.
• Customer-service-focused approach with a commitment to supporting underwriting partners and agent needs.
• Proficiency with personal computers and data-entry functions, with the ability to learn new systems.
• Effective written and verbal communication skills for professional interaction with internal teams and external partners.
• Demonstrated critical-thinking and problem-solving skills.
• Ability to follow established procedures, guidelines, and workflows.
• Willingness and ability to learn new processes, systems, and insurance concepts.

Pay

Annual gross salary range: $35,730 – $77,670.

The total compensation includes a base salary, performance-based bonus opportunities, 401(K) match, profit-sharing opportunities, and more.

To view details of our full benefits, please visit https://www.iatinsurancegroup.com/careers/benefits.

Schedule

This role works a hybrid schedule that requires working from the office Monday through Wednesday, with the option of working Thursday and Friday remotely.