Job Results
Financial Services
Posted 4 weeks
Urgent Care Tech- Full-Time- Nocatee
CareSpot Urgent Care - Ponte Vedra Beach, FL 32081
Position Summary Performs basic ancillary skills to assist provider to meet the specific needs of patients. Duties and Responsibilities Assists provider with exams, procedures and other processes related to direct patient care under direct supervision. This includes, but may not be limited to: • Assists provider with exams, procedures and other processes related to direct patient care under direct supervision. This includes, but may not be limited to: • Specimen collection and completion of lab paperwork • Applying splints as directed by provider • Setting up procedures as trained when ordered by provider • Triages patients, measures vital signs, and records information on patients' charts • Provides timely follow up regarding lab results under the direction of the provider • Prepares treatment rooms for examination of patients and brings patients from the waiting room to an exam room in a timely manner • Consistently communicates with patients on wait times, provides direction to the next step in the treatment process • Maintains clear, appropriate, and accurate documentation • Notifies provider of patients ready for exam, room number, vitals, and chief complaint • Observes and communicates changes in the patient’s condition to the provider on duty • Participates in the completion of the daily checklist, as well as any assigned duties and tasks necessary to maintain compliance with Federal and State Regulations • Checks all supplies and medications including sample medications for expiration (monthly) • Treats patients and co-workers consistent with the CareSpot Mission statement, Vision, Values. • Adheres to established policies and procedures, objectives, quality assurance program, safety, environmental and infection control standards, as well as all protocols • Maintains patient confidentiality, including shredding of any patient information • Maintains appropriate licenses and continuing educational requirements • Participates in education programs and attends meetings or training sessions as required • Makes suggestions to management for improving the clinics’ performance and patient’s experience • Cross trained to perform front desk operations such as scheduling, answering phones, insurance verification and other duties as assigned • Performs other duties as assigned to promote high-quality, cost-effective patient care and an efficient, productive work environment Experience, Skills and Education • Minimum of High school diploma/GED required • BLS certification from a hands-on course is required; Red Cross, American Safety Health Institute, or National Safety Council are preferred. • Prior experience in a healthcare setting such as an emergency department, urgent care or other ambulatory care clinic is preferred • Basic Computer skills • Excellent customer service skills • Ability to work in a team environment
Posted 4 weeks
Payroll & Client Service Specialist (UKG Ready required)
Insurance Office of America - Middleburg, FL 32068
Description Job Description: Title: Payroll & Client Service Specialist Fully Remote, though hybrid preferred if located near Lakewood Ranch or Longwood, FL. About the Role: The UKG Ready Payroll & Client Service Specialist “CSR” is responsible for delivering high quality payroll, technical support, and training to POA clients and internal teams. This role focuses on optimizing the UKG Ready platform experience across the Payroll, HRMS, and TLM modules. The ideal candidate is resourceful, detail oriented, and comfortable navigating client communication, backend system configuration, and operational processing needs. Their primary function is maintaining a book of key accounts utilizing the UKG Ready platform. The CSR will be responsible for inputting and processing payroll data accurately and timely. The CSR will conduct client trainings and assist in adding any additional products as needed. The CSR will be responsible for other duties as assigned by Management. Ideal Candidate Qualifications: High degree of technical ability within the UKG Ready platform, including the ability to train clients, troubleshoot issues, and successfully import data Current FPC or CPP Designation - Preferred 3 - 5 years of Payroll Service Bureau Experience - Preferred College Degree Preferred Expert level knowledge in Payroll, Tax, Garnishments, 401K, and Health Benefits Familiarity with TLM Pay Calc 2.0 Excellent written and verbal communication skills High degree of documented Excel skills, including functions, formulas, pivot tables, and V-lookups Strong facilitation, analytical, and critical thinking skills, with the ability to gather and analyze information Able to work effectively independently and in a team environment, with strong organizational skills and the ability to multi-task, meet deadlines, and adapt to changing priorities Detail-oriented with excellent Microsoft Office skills Key Responsibilities: Customer service mentality: Display a customer service mentality and deliver outstanding client service, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to service requests. Sales opportunities: Actively seek to grow POA business by identifying and acting on sales opportunities. Book of business: Maintain a book of business. Client training: Coordinate client training activities within a book of business. Client hand-off meetings: Attend client hand-off meetings with the Implementation Team. Positive relationships: Develop and maintain positive and productive relationships with POA leadership, peers, co-workers, teammates, IOA employees, and all clients. Discretion and Judgment: Ensure beneficial outcomes using discretion and judgment. Data integrity: Provide quality control over data integrity for all clients. Training participation: Regularly participate in internal and external training, expanding and sharing knowledge within the POA Team. Team support: Act as back-up for teammates as needed, ensuring overall team service excellence. Collaboration: Work effectively with the entire POA team, seeking input and developing win-win solutions to any process, service, quality, or productivity issues. Technical competence: Maintain a high degree of technical competence and industry/market expertise. Compliance: Comply with all company work rules, standards, policies, and procedures at all times. Professional development: Continuously improve professional skills by actively participating in internal and external development opportunities. Champion IOA Values: Demonstrate integrity and leadership. What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Employee stock plan participation 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 $27.00 to $36.00 per hour, 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 weeks
Payroll & Client Service Specialist (UKG Ready required)
Insurance Office of America - Saint Johns, FL 32259
Description Job Description: Title: Payroll & Client Service Specialist Fully Remote, though hybrid preferred if located near Lakewood Ranch or Longwood, FL. About the Role: The UKG Ready Payroll & Client Service Specialist “CSR” is responsible for delivering high quality payroll, technical support, and training to POA clients and internal teams. This role focuses on optimizing the UKG Ready platform experience across the Payroll, HRMS, and TLM modules. The ideal candidate is resourceful, detail oriented, and comfortable navigating client communication, backend system configuration, and operational processing needs. Their primary function is maintaining a book of key accounts utilizing the UKG Ready platform. The CSR will be responsible for inputting and processing payroll data accurately and timely. The CSR will conduct client trainings and assist in adding any additional products as needed. The CSR will be responsible for other duties as assigned by Management. Ideal Candidate Qualifications: High degree of technical ability within the UKG Ready platform, including the ability to train clients, troubleshoot issues, and successfully import data Current FPC or CPP Designation - Preferred 3 - 5 years of Payroll Service Bureau Experience - Preferred College Degree Preferred Expert level knowledge in Payroll, Tax, Garnishments, 401K, and Health Benefits Familiarity with TLM Pay Calc 2.0 Excellent written and verbal communication skills High degree of documented Excel skills, including functions, formulas, pivot tables, and V-lookups Strong facilitation, analytical, and critical thinking skills, with the ability to gather and analyze information Able to work effectively independently and in a team environment, with strong organizational skills and the ability to multi-task, meet deadlines, and adapt to changing priorities Detail-oriented with excellent Microsoft Office skills Key Responsibilities: Customer service mentality: Display a customer service mentality and deliver outstanding client service, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to service requests. Sales opportunities: Actively seek to grow POA business by identifying and acting on sales opportunities. Book of business: Maintain a book of business. Client training: Coordinate client training activities within a book of business. Client hand-off meetings: Attend client hand-off meetings with the Implementation Team. Positive relationships: Develop and maintain positive and productive relationships with POA leadership, peers, co-workers, teammates, IOA employees, and all clients. Discretion and Judgment: Ensure beneficial outcomes using discretion and judgment. Data integrity: Provide quality control over data integrity for all clients. Training participation: Regularly participate in internal and external training, expanding and sharing knowledge within the POA Team. Team support: Act as back-up for teammates as needed, ensuring overall team service excellence. Collaboration: Work effectively with the entire POA team, seeking input and developing win-win solutions to any process, service, quality, or productivity issues. Technical competence: Maintain a high degree of technical competence and industry/market expertise. Compliance: Comply with all company work rules, standards, policies, and procedures at all times. Professional development: Continuously improve professional skills by actively participating in internal and external development opportunities. Champion IOA Values: Demonstrate integrity and leadership. What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Employee stock plan participation 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 $27.00 to $36.00 per hour, 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 weeks
Dental Office Assistant – Business Assistant
Heartland Dental - Saint Johns, FL 32259
Dental Receptionist - Business Assistant Smiles at Julington Creek is looking for a Business Assistant to join our team. Previous dental experience is a plus! 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 weeks
Senior Client Service Associate, Executive Benefits Account Management (Hyb
NFP Corp - Saint Augustine, FL 32080
Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Covala Group (part of NFP, an Aon company) is a proven enroller and administrator of voluntary, supplemental and individual disability benefits for large employers. Since 1993 we have connected employees of our clients to over $4.5 billion of income protection. We have also assisted Fortune 500 companies in the development and implementation of group life insurance, corporate owned life insurance, and long-term care programs. Our name, Covala, was inspired by the covalent bond, the strongest type of chemical bond there is. Covala embodies our dedication to forming powerful bonds with our clients and plan participants — connecting them to the benefits they need and the service they deserve. Position Summary: The Account Manager position is an integral part of a eight-person team. The role is central within the organization and is responsible for managing relationships with corporate clients and overseeing internal operations among different functional groups. The individual in this position will participate in company-wide projects that involve collaboration across departments. This is an excellent opportunity for someone seeking to contribute meaningfully to a growing business and gain valuable experience. Success in this role requires a proactive and results-driven mindset, strong interpersonal and communication skills, and the ability to collaborate effectively across teams. Intellectual curiosity, adaptability in a dynamic environment, and professional integrity are also essential qualities. This is a full-time role with a standard schedule of Monday through Friday, 8:30 a.m. to 5:30 p.m. Eastern Time. The position is hybrid and based out of New York City. During the first three months of employment, the individual will be expected to work onsite up to three days per week for training. After this initial period, the ongoing onsite schedule will be determined at the manager’s discretion. Please note: While the role is hybrid, we will also consider experienced candidates working fully remotely, following an Eastern Time Zone schedule. Position Responsibilities: Essential Functions: Interact daily with Benefit / Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability insurance benefits. Coordinate annual enrollment and communication campaigns to executives of our corporate clients. Analyze census data from our corporate clients and determine eligible executive populations for enrollment campaigns. Handle inquiries from eligible executives about the disability insurance being offered through our enrollments. Team with our IT Group to develop reports for our corporate clients. Qualifications: The ideal candidate will possess: Attention to detail A high level of accountability and ownership of work Ability to work on a fast-paced team with specific deadlines Resourcefulness and ability to consult others to get a job done Strong ability to prioritize tasks and manage time A team-oriented, friendly collaborative attitude To support hybrid or remote work, candidates must have access to a reliable, confidential, and interruption-free workspace, along with a stable high-speed internet connection. Education/Experience: Bachelor’s Degree 8-10 years Account Management or Customer Service experience Experience with executive benefits or individual disability insurance Life and Health Insurance License required What We Offer: We’re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $60,000 – $85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You… Better Together! NFP and Covala Group is an inclusive Equal Employment Opportunity employer.
Posted 4 weeks
FULL TIME Medical Business Office Assistant – Floater
Mental Health Resource Center - Jacksonville, FL 32256
Benefits: Dental insurance Health insurance Paid time off Vision insurance Benefits/Perks Medical, Dental, and Vision Insurance Life Insurance Disability Insurance 403b PTO Paid Holidays Flexible Spending Account Employee Assistance Program Company Overview Mental Health Resource Center is a not-for-profit Florida corporation that provides a wide range of mental health and behavioral health care services to the community such as 24-hour emergency services, inpatient psychiatric services for children, adolescents, and adults as well as outpatient services such as medication management, case management, and counseling. Job Summary Renaissance Behavioral Health Systems is looking for an Office Assistant-Floater to join its Business team in the Jacksonville area. This is an ideal opportunity for an individual who has good time management skills and is comfortable with working in an ever changing team atmosphere. The Office Assistant-Floater provides administrative and clerical support to Renaissance Behavioral Health and Mental Health Resources Center departments as assigned. Responsibilities Completes duties and fills in for positions in departments at all RBHS and MHRC locations as assigned. Provides phone coverage in a timely, courteous manner. Provides data entry for services, payments, adjustments, appointments, registrations and enrollments through the patient information system. Conducts intake interviews for both outpatient and inpatient departments. Prepares insurance claims for submission to insurance companies and payment/denial follow up. Assists individuals with the completion of the sliding fee application. Performs insurance verifications. Prepares bank deposits. Delivers monies to banking institutions and returns bank receipts to accounting department for approval. Ensures compliance with internal and external confidentiality policies. Qualifications In order to be considered, candidates must have a High School diploma or equivalent and one year general office experience is required. Ability to use a multi-line phone and paging system. Proficiency in Microsoft Office programs and use of the Internet. Proficiency in electronic records and billing software demonstrated within three months of employment. Excellent customer Service skills are essential and this individual must be able to interact appropriately with internal and external customers, including individuals served, families, caregivers, community service providers, supervisory staff and other department professionals. Requires telephone and person-to-person interactions with individuals with mental illness in an outpatient setting and locked unit. Position Details This position is a Full Time position: hours for this position are to be determined by the supervisor and vary based on assignment. Renaissance Behavioral Health Systems and Mental Health Resource Center are Equal Opportunity Employers.
Posted 4 weeks
Account Associate- Commercial Inurance- Remote)
Insurance Office of America - Green Cove Springs, FL 32043
Description Job Description: Title: Account Manager - Commercial Lines Work Mode: Remote, with the appropriate licensing, Southeastern US only | Location/Supporting: Longwood, FL | Book Focus: General, Select Business Note: Candidates holding a 4-40 license are required to work in the office five days a week 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 65-75K 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 weeks
Account Associate- Commercial Inurance- Remote)
Insurance Office of America - Atlantic Beach, FL 32233
Description Job Description: Title: Account Manager - Commercial Lines Work Mode: Remote, with the appropriate licensing, Southeastern US only | Location/Supporting: Longwood, FL | Book Focus: General, Select Business Note: Candidates holding a 4-40 license are required to work in the office five days a week 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 65-75K 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 weeks
Account Associate- Commercial Inurance- Remote)
Insurance Office of America - Jacksonville, FL 32233
Description Job Description: Title: Account Manager - Commercial Lines Work Mode: Remote, with the appropriate licensing, Southeastern US only | Location/Supporting: Longwood, FL | Book Focus: General, Select Business Note: Candidates holding a 4-40 license are required to work in the office five days a week 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 65-75K 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 weeks
Account Associate- Commercial Inurance- Remote)
Insurance Office of America - Fernandina Beach, FL 32034
Description Job Description: Title: Account Manager - Commercial Lines Work Mode: Remote, with the appropriate licensing, Southeastern US only | Location/Supporting: Longwood, FL | Book Focus: General, Select Business Note: Candidates holding a 4-40 license are required to work in the office five days a week 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 65-75K 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.