Jobs at Insurance Office of America

Supervise and coach account management staff for commercial lines, ensure process compliance and service excellence, manage an assigned book of business, analyze performance data, support renewals/new business, and drive operational efficiency and staff development.

Provide administrative and customer-service support for commercial insurance accounts. Process policies, endorsements, audits, cancellations, certificates, invoices, and billing reconciliations. Maintain agency data, support new and renewal workflows, monitor activity and performance, communicate workload status to the account team, and promote continuous improvement and service excellence.

Configure, test, demonstrate, and activate the UKG Ready platform (Payroll, HRIS, Time & Labor, Benefits) for clients. Deliver client training, validate and import client data, collaborate with sales for handoffs, provide excellent customer service, and support team and business growth through process improvements and additional product offerings.

Partner with division sales and service leadership to lead budgeting, forecasting, month-end variance and investment analysis, revenue and payroll monitoring, KPI and book-of-business analytics, and prepare monthly financial reviews and reports to drive decision-making.

Lead and execute M&A integration and large-scale transformation projects across the organization. Define integration strategy, manage cross-functional workstreams, track milestones, mitigate risks, coordinate resources and vendors, communicate with executives and stakeholders, and measure performance to ensure timely, on-budget, and aligned outcomes.

Lead national Commercial Lines operations as a subject-matter expert, driving workflow standardization, process optimization, workforce planning, M&A integration, and systems optimization (EPIC). Partner with regional/divisional leaders to improve efficiency, quality, and client service, perform root-cause analysis, implement scalable solutions, and lead change initiatives to enhance operational performance across the agency.