Job Results
Financial Services
Posted 4 days
Sales Agent Trainee
True North Group - Fernandina Beach, FL
Join Our Team at True North Group! Position: Sales Agent Trainee Number of Openings: 1 Territory Sales Position Available Break Into Sales with Purpose Looking to launch your career in a role where your results directly impact your paycheck. At True North Group, we believe the best salespeople aren't born -they're trained. If you're hungry to learn, ready to hustle, and eager to grow into something more, we'll give you the tools to make it happen. If you're looking for more than a job something that offers real growth, real income potential, and the chance to make a difference this could be it. Your Day-to-Day Will Include: Meeting with individuals and teams in person Presenting workplace supplemental insurance benefits and protecting families Following up and generating leads and building your own pipeline Collaborating with teammates and mentors in and out ofthe field Learning to close deals and manage long-term client relationships We Provide: Uncapped weekly commission + Weekly draw pay + bonus structure Comprehensive training and field development Incentive trips, team events, and networking opportunities A clear, personalized career path from day one It is a requirement that you obtain your Health and Life Insurance license before beginning work with us. Once you receive a job offer, our onboarding team will guide you through the licensing process step-by-step. After you join our team, you'll be eligible for reimbursement of any licensing fees you paid to become licensed. What You Need: A positive attitude and strong work ethic Excellent communication skills A coachable mindset and eagerness to learn The ability to work independently and manage time Reliable transportation and professional presence No Experience, No Problem. Whether you're just out of university, switching industries, or trying to find a place to grow long term, we've built a system that helps newcomers thrive. Many of our top reps came in with zero sales experience ? just the willingness to work hard, take feedback, and stay consistent. We're interviewing now. Take the first step toward something bigger. Apply at www.thetruenorthgroupllc.com
Posted 4 days
Ancillary Front Office Representative
Southeast Orthopedic Specialists - Saint Augustine, FL 32084
ANCILLARY FRONT OFFICE REPRESENTATIVE Established in 2001, Southeast Orthopedic Specialists is a regional leader in orthopedic medicine. We are dedicated to growing with our patients. Our reach will continue to expand to meet the needs of all patients, present and future. It is our wish to make industry-leading five-star orthopedic care accessible to as many people as possible. As Southeast Orthopedic Specialists continues to grow, we are actively hiring a Full-Time Ancillary Front Office Representative for our US-! Clinic located in St. Augustine, FL! Please see below for the functions and requirements needed in order to be considered for this position: GENERAL SUMMARY This position is responsible for maintaining a high level of customer service while assuming responsibility for the efficient, productive, and professional operation of the front office which includes patient reception, scheduling of patients, collecting patient demographic, insurance information, and collecting patient payments. __________________________________________________________________________________________________________________________________________________________________________________________________ ESSENTIAL FUNCTIONS Promptly greets and acknowledges patients. Informs MAs and Providers of patient’s arrival through CPS, using Appointment Status’ Instructs patients in completion of medical history and patient information forms, and makes any necessary corrections to the patients account. Obtains accurate, complete demographic and insurance information and financial contract/consent on patient paperwork, as well as reviewing patients and guarantors to obtain accurate information assuring all necessary documents are populated and signed correctly. Also, making sure all required Authorizations and or referrals are attached to the appointment for that DOS. Responsible for identifying and collecting co-payments, co-insurances and past due account balances. Explains financial requirements to the patient in response to patient questions on billing and insurance matters; refers questions regarding more complex insurance/benefits questions to Site Billing Specialist. Evaluates patient financial status and establishes payment plans based upon authority levels. Responsible for accurately completing and interpreting insurance verification and benefits. Notifies patients, family members, physicians and/or supervisors of network insurance coverage issues that may result in coverage reduction. Scans all new patient or updated patient information into computer (including: photo ID, insurance cards, referrals, and patient paperwork). Schedules follow up appointments, reviews patient's insurance coverage and notifies patient if service requires an authorization or referral and send request to PCP via CPS. Maintains general knowledge of insurance plans accepted by Southeast Orthopedic Specialists. Communicates with the patients in the lobby if the physician or provider is running behind schedule. Responsible for maintaining a secure and accurate cash drawer. Responsible for daily balancing of cash drawer and closing Batch. Maintains strictest patient confidentiality. Maintains a clean and organized front office workspace. Follows established Front Office SOP’s. The job holder must demonstrate current competencies for job position including a general understanding of insurance requirements. __________________________________________________________________________________________________________________________________________________________________________________________________ EDUCATION High school diploma/GED or equivalent working knowledge preferred. EXPERIENCE Successful candidate must have a minimum of one year of patient registration experience in a medical office or healthcare setting. Requires knowledge of insurance rules and regulations, medical terminology, and computer scheduling systems. Must be able to communicate effectively with physicians, patients, and the public and be capable of establishing good working relationships with both internal and external customers. Bilingual (English/Spanish) strongly preferred. Previous experience in collecting money is preferred. __________________________________________________________________________________________________________________________________________________________________________________________________ KNOWLEDGE Knowledge of insurance rules and regulations including eligibility and referral requirements (Able to verify eligibility of each payer, per patient according to defined parameters) Knowledge of medical terminology and HIPAA Guidelines. Computer knowledge, including Windows based programs. SKILLS Skill in customer service and an understanding of Southeast Orthopedic Specialists' code of conduct and culture. Skill in communicating effectively with physicians, clinical staff and the public. Skill in establishing good working relationships with both internal and external customers. ABILITIES Ability to maintain patient confidentiality. Ability to communicate with upset and frustrated patients while consistently providing excellent customer service (Demonstrate empathy, concern, good listening skills, etc.) compassion for all patients. __________________________________________________________________________________________________________________________________________________________________________________________________ ENVIRONMENTAL WORKING CONDITIONS Normal office environment. Some travel between various clinic locations. PHYSICAL/MENTAL DEMANDS Requires sitting and standing associated with a normal office environment. Some bending and stretching required. Manual dexterity using a calculator and computer keyboard. __________________________________________________________________________________________________________________________________________________________________________________________________ ** This description is intended to provide only basic guidelines for meeting job requirements. Responsibilities, knowledge, skills, abilities, and working conditions may change as needs evolve. **
Posted 4 days
Business Manager
Atlantic Smiles - Fernandina Beach, FL 32034
Overview: We are looking for a Dental Office Manager to join our team! As a Dental Office Manager, you will lead the office in day-to-day operations in support of the doctors and office staff to help develop the practice while providing an exceptional patient experience. Responsibilities: Resonsibilities Deliver an exceptional patient experience by addressing patient concerns and education of treatment options, verification of insurance, collection of payment Regular review of business results, profit and loss management, creation of strategies and plans to improve business performance Work in collaboration with providers and office staff to ensure priorities and work assignments are communicated regularly Lead strategic local marketing initiatives that help drive brand awareness and new patient growth Ensure compliance with health and safety regulations Travel as needed for training and to perform job functions Benefits for FT Employees Healthcare Benefits (Medical, Dental, Vision) Paid time Off 401(k) Employee Assistance Program Qualifications: Qualifications Minimum of high school diploma or equivalent required; bachelor’s degree preferred 2+ years of leadership/management experience, dental experience preferred Strong communication and customer service skills to deliver an exceptional experience Proven leadership abilities, relationship building skills and team motivation Excellent multi-tasking and organizational skills Western Dental Services, Inc. and all relevant affiliates are Equal Opportunity Employers.
Posted 4 days
Patient Access Representative
Women's Care - Jacksonville, FL 32216
Women’s Care, founded in 1998, is a leading women’s healthcare group in the United States, dedicated to providing the highest quality of care for women through their reproductive years and beyond. With 100+ locations and over 400 OB/GYNs and specialists across the country, Women’s Care provides comprehensive patient care in obstetrics, gynecology, gynecologic oncology, urogynecology, gynecologic pathology, breast surgery, genetic counseling, maternal fetal medicine, laboratory services, and fertility. The Patient Access Representative is the first face and voice of Women’s Care and is a critical role for the practice. They are the first touchpoint that begins the patient experience, with customer service being at the forefront. The Patient Access Representative collects information for registration of new and/or incoming patients, confirms that we have up-to-date information to ensure a complete and accurate scheduling and billing encounter, and ensures our patient’s experience with us is extraordinary. Greet all patients and visitors with a smile in a prompt and courteous manner. Obtain and confirm patient demographics and update patient profile, including proper patient identification according to the Women’s Care patient identification policy. Collect payment and/or assist patient with billing concern while ensuring practices meet time of service collection expectations and goals. Scan insurance card, ID, and other pertinent information into EMR system (HIPAA compliance, authorizations, medical records, etc.). Set up payment plans for patients unable to pay balances per Women’s Care Payment Plan policy. Must have a full understanding of the financial policies and patient forms to be able to clearly answer any questions. Answer a high volume of incoming phone calls and respond to patient emails promptly while in accordance with the Women’s Care Values Confirm all unconfirmed appointments for the next business day. Monitor the lobby frequently to ensure no one has been waiting too long and keep patients informed if provider delays occur. May assist patients who are having difficulty with online registration or completion of forms. Schedule or reschedule appointments. May act as a back up to verify patient insurance information and determine possible patient payment responsibility. Verify that all patients have had insurance eligibility and registration completed prior to being seen by the provider. Schedule any follow up appointments upon patient check out. Ensure all appointments in eCW are “checked out” at the end of each day or appropriately updated. Ensure that the lobby and front area are always kept tidy and presentable. And, if necessary, cleaning the waiting room. Demonstrate and embody the Women’s Care mission and core values. Compliance with all HIPAA rules, regulations, and guidelines. Other duties as assigned. Qualifications: High school diploma or equivalent required. Must have exceptional customer service experience and a true desire to help others while providing a positive patient experience at every encounter. Strong organizational skills required. Must have a customer-centric focus and present themselves in warm, welcoming, and professional demeanor. Strong verbal and written communication skills. Deadline-driven and detail-oriented. High level of computer literacy with the ability to use and/or quickly learn computer programs including Microsoft Office. Ability to multi-task in a high-volume and dynamic atmosphere. Ability to communicate and work efficiently with patients, co-workers, and providers. Must be dependable, reliable, and punctual. Preferred Skills: Preferably one year of experience working in a medical office or healthcare setting, OBGYN a plus. General knowledge of medical terminology and billing is beneficial. Preferred experience working with an electronic medical records system, specifically eClinicalWorks (eCW) a plus. WHY JOIN WOMEN'S CARE? We Offer: Competitive compensation package Health, dental, and vision benefits Paid time off and paid holidays 401k plan An opportunity to make a difference in patients' lives every day! At Women’s Care, we believe that our success is built on a foundation of strong, shared values. These values guide our actions, shape our culture, and define who we are as an organization. Communication & Collaboration Transparency Accountability & Integrity Patient Care & Innovation Excellence Respect With the commitment of our employees, we remain true to our mission of providing unparalleled healthcare services to women every day.
Posted 4 days
Dental Office Assistant – Business Assistant
Heartland Dental - Palm Coast, FL 32137
Start Your Career in Dentistry — Dental Receptionist Needed at Old Kings Dental Care Old Kings Dental Care is looking for a friendly, organized dental receptionist to join our team and help create a welcoming experience for every patient. While prior dental experience is a plus, it’s not required—full training will be provided to ensure your success. This full‑time role offers consistent scheduling and the chance to grow within a supportive, patient‑focused practice. If you’re ready to build your skills and become an essential part of our front office team, we’d love to meet you. If you want, I can also create a shorter social media caption or a full job description. Supporting our front office as a Business Assistant, you’ll be surrounded by camaraderie and partnership - where patients come first, and continuous learning is encouraged! Hard-working and motivated, the successful candidate will bring a passion for helping our team provide the best patient care to the communities they serve. More about the role Greet and welcome patients as they enter the office to create a great first impression of our team Manage front office duties, including answering phones, checking office mail and email, communicating with patients and insurance companies Utilize Dentrix for patient scheduling and records Schedule and confirm appointments for multiple providers in the office File patient insurance claims and follow up on outstanding claims, verification of benefits and explanation of coverage Post insurance and patient payments and process accounts receivables Review treatment plan fees and payment options with patients Partner with the providers and team to implement Heartland Dental systems to optimize office potential What You’ll Gain Competitive benefits including health insurance, retirement savings plans, six paid holidays, and PTO (paid time off) Front loaded education and training, providing you the opportunity to develop to your full potential Opportunity to be a part of a secure company with 20+ years of industry leading experience that provides a stable career with unlimited growth potential Access to on-demand Daily Pay Minimum Qualifications Experience working in a fast-paced and customer-centric environment Excellent communication and organizational skills The position will have access to minimum PHI necessary for performing job-related functions; regular HIPAA training, aligning with the specific role and responsibilities, will be required; and the individual will need to protect PHI and maintain data safeguards. Preferred Experience 1+ years of experience in a dental or medical setting 1+ years of experience with insurance billing and accounts receivable Dentrix or other dental software experience Physical Requirements: Ability to perform essential duties satisfactorily with or without reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties of the position Prolonged periods sitting at a desk and working on a computer Must be able to lift up to 15 pounds at times Availability to attend virtual training sessions (or in-person) periodically throughout the year As part of our commitment to maintaining a safe and healthy environment for both team members and patients, a tuberculosis (TB) test is required for all new hires in dental office positions. This is a standard requirement for dental office roles and must be completed prior to starting employment. The test will be arranged during the pre-employment process, and any necessary guidance or paperwork will be provided. Not applicable in state of FL & TN. Who is Heartland Dental? Heartland Dental is the nation's largest dental support organization, providing non-clinical administrative support services to more than 3,000 supported doctors across 39 states and the District of Columbia in over 1,800 dental offices. Each Heartland Dental supported office is unique to the community and the patients they serve. Supported doctors are the leaders of their practice and retain clinical autonomy. All Heartland Dental supported doctors are united by a common goal: delivering the highest quality dental care and experiences to the communities they serve. At Heartland Dental, we’re committed to living our core values which promote diversity and inclusion. We provide all employees and applicants for employment the protections of federal, state, and local laws affording equal opportunity in employment.
Posted 4 days
Dental Office Assistant – Business Assistant
Heartland Dental - Saint Augustine, FL 32092
Experienced Dental Professional Wanted for Front Office Role at Mill Creek Dental Care! Mill Creek Dental Care is seeking a skilled Business Assistant/Dental Receptionist with previous dental experience to join our patient‑centered team. We’re looking for someone who delivers exceptional customer service, communicates with confidence, and understands the flow of a dental practice. Your background in dentistry will allow you to support patients effectively, manage scheduling with accuracy, and contribute to a smooth, welcoming front‑office environment. If you’re an experienced dental professional who thrives in a collaborative, fast‑paced setting, we’d love to connect with you. More about the role Greet and welcome patients as they enter the office to create a great first impression of our team Manage front office duties, including answering phones, checking office mail and email, communicating with patients and insurance companies Utilize Dentrix for patient scheduling and records Schedule and confirm appointments for multiple providers in the office File patient insurance claims and follow up on outstanding claims, verification of benefits and explanation of coverage Post insurance and patient payments and process accounts receivables Review treatment plan fees and payment options with patients Partner with the providers and team to implement Heartland Dental systems to optimize office potential What You’ll Gain Competitive benefits including health insurance, retirement savings plans, six paid holidays, and PTO (paid time off) Front loaded education and training, providing you the opportunity to develop to your full potential Opportunity to be a part of a secure company with 20+ years of industry leading experience that provides a stable career with unlimited growth potential Access to on-demand Daily Pay Minimum Qualifications Experience working in a fast-paced and customer-centric environment Excellent communication and organizational skills The position will have access to minimum PHI necessary for performing job-related functions; regular HIPAA training, aligning with the specific role and responsibilities, will be required; and the individual will need to protect PHI and maintain data safeguards. Preferred Experience 1+ years of experience in a dental or medical setting 1+ years of experience with insurance billing and accounts receivable Dentrix or other dental software experience Physical Requirements: Ability to perform essential duties satisfactorily with or without reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties of the position Prolonged periods sitting at a desk and working on a computer Must be able to lift up to 15 pounds at times Availability to attend virtual training sessions (or in-person) periodically throughout the year As part of our commitment to maintaining a safe and healthy environment for both team members and patients, a tuberculosis (TB) test is required for all new hires in dental office positions. This is a standard requirement for dental office roles and must be completed prior to starting employment. The test will be arranged during the pre-employment process, and any necessary guidance or paperwork will be provided. Not applicable in state of FL & TN. Who is Heartland Dental? Heartland Dental is the nation's largest dental support organization, providing non-clinical administrative support services to more than 3,000 supported doctors across 39 states and the District of Columbia in over 1,800 dental offices. Each Heartland Dental supported office is unique to the community and the patients they serve. Supported doctors are the leaders of their practice and retain clinical autonomy. All Heartland Dental supported doctors are united by a common goal: delivering the highest quality dental care and experiences to the communities they serve. At Heartland Dental, we’re committed to living our core values which promote diversity and inclusion. We provide all employees and applicants for employment the protections of federal, state, and local laws affording equal opportunity in employment.
Posted 4 days
Dental Office Assistant – Business Assistant
Heartland Dental - Jacksonville, FL 32246
Business Assistant Sandalwood Dental Care is looking for a Business Assistant to join our team. Why Heartland Dental? Heartland Dental believes that to provide exceptional lifetime care for patients, we must hire and grow team members who will support the business and clinical needs of each supported dental office and foster a strong team building culture. As a Business Assistant, you’ll work in an environment that encourages learning, team cohesion, and puts patients first. Supporting our front office as a Business Assistant, you’ll be surrounded by camaraderie and partnership - where patients come first, and continuous learning is encouraged! Hard-working and motivated, the successful candidate will bring a passion for helping our team provide the best patient care to the communities they serve. Heartland Dental was recently recognized by Newsweek for two awards: America’s Greatest Workplaces and America’s Greatest Workplaces for Diversity in 2024. These prestigious honors come after the organization was reviewed among 1.5 million large and mid-sized companies in a nationwide study and achieved a 5-star rating for both awards. More about the role Greet and welcome patients as they enter the office to create a great first impression of our team Manage front office duties, including answering phones, checking office mail and email, communicating with patients and insurance companies Utilize Dentrix for patient scheduling and records Schedule and confirm appointments for multiple providers in the office File patient insurance claims and follow up on outstanding claims, verification of benefits and explanation of coverage Post insurance and patient payments and process accounts receivables Review treatment plan fees and payment options with patients Partner with the providers and team to implement Heartland Dental systems to optimize office potential What You’ll Gain Competitive benefits including health insurance, retirement savings plans, six paid holidays, and PTO (paid time off) Front loaded education and training, providing you the opportunity to develop to your full potential Opportunity to be a part of a secure company with 20+ years of industry leading experience that provides a stable career with unlimited growth potential Access to on-demand Daily Pay Minimum Qualifications Experience working in a fast-paced and customer-centric environment Excellent communication and organizational skills The position will have access to minimum PHI necessary for performing job-related functions; regular HIPAA training, aligning with the specific role and responsibilities, will be required; and the individual will need to protect PHI and maintain data safeguards. Preferred Experience 1+ years of experience in a dental or medical setting 1+ years of experience with insurance billing and accounts receivable Dentrix or other dental software experience Physical Requirements: Ability to perform essential duties satisfactorily with or without reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties of the position Prolonged periods sitting at a desk and working on a computer Must be able to lift up to 15 pounds at times Availability to attend virtual training sessions (or in-person) periodically throughout the year As part of our commitment to maintaining a safe and healthy environment for both team members and patients, a tuberculosis (TB) test is required for all new hires in dental office positions. This is a standard requirement for dental office roles and must be completed prior to starting employment. The test will be arranged during the pre-employment process, and any necessary guidance or paperwork will be provided. Not applicable in state of FL & TN. Who is Heartland Dental? Heartland Dental is the nation's largest dental support organization, providing non-clinical administrative support services to more than 3,000 supported doctors across 39 states and the District of Columbia in over 1,800 dental offices. Each Heartland Dental supported office is unique to the community and the patients they serve. Supported doctors are the leaders of their practice and retain clinical autonomy. All Heartland Dental supported doctors are united by a common goal: delivering the highest quality dental care and experiences to the communities they serve. At Heartland Dental, we’re committed to living our core values which promote diversity and inclusion. We provide all employees and applicants for employment the protections of federal, state, and local laws affording equal opportunity in employment.
Posted 4 days
Account Manager Associate – Commercial Lines (Florida)
Insurance Office of America - Jacksonville Beach, FL 32233
Job Description: Title: Account Manager Associate - Commercial Lines Hybrid Preferred: 2 days in the St. Cloud, FL office OR Fully Remote: Florida Residents Book Focus: Agriculture (75%), Construction Required: active FL 2-20 license, Seeking: agriculture commercial lines experience 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: Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work with minimal direction from an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage smaller-sized accounts or those with less complexity. Key Responsibilities: Technical Competence: Maintain technical competence and industry expertise. Team Leadership: Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate. 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, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance. Task Processing: Process tasks accurately and within required timeframes. Contract Review: Assist in reviewing contracts to ensure proper coverages are included. 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: 7+ years of customer service experience in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active property & casualty licensing; professional designation 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 $55,000.00 - $70,000.00 annually 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.
Posted 4 days
Account Manager Associate – Commercial Lines (Florida)
Insurance Office of America - Green Cove Springs, FL 32043
Job Description: Title: Account Manager Associate - Commercial Lines Hybrid Preferred: 2 days in the St. Cloud, FL office OR Fully Remote: Florida Residents Book Focus: Agriculture (75%), Construction Required: active FL 2-20 license, Seeking: agriculture commercial lines experience 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: Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work with minimal direction from an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage smaller-sized accounts or those with less complexity. Key Responsibilities: Technical Competence: Maintain technical competence and industry expertise. Team Leadership: Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate. 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, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance. Task Processing: Process tasks accurately and within required timeframes. Contract Review: Assist in reviewing contracts to ensure proper coverages are included. 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: 7+ years of customer service experience in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active property & casualty licensing; professional designation 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 $55,000.00 - $70,000.00 annually 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.
Posted 4 days
Account Manager Associate – Commercial Lines (Florida)
Insurance Office of America - Atlantic Beach, FL 32233
Job Description: Title: Account Manager Associate - Commercial Lines Hybrid Preferred: 2 days in the St. Cloud, FL office OR Fully Remote: Florida Residents Book Focus: Agriculture (75%), Construction Required: active FL 2-20 license, Seeking: agriculture commercial lines experience 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: Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work with minimal direction from an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage smaller-sized accounts or those with less complexity. Key Responsibilities: Technical Competence: Maintain technical competence and industry expertise. Team Leadership: Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate. 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, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance. Task Processing: Process tasks accurately and within required timeframes. Contract Review: Assist in reviewing contracts to ensure proper coverages are included. 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: 7+ years of customer service experience in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active property & casualty licensing; professional designation 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 $55,000.00 - $70,000.00 annually 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.