Senior Account Associate - Commercial Lines/Select Business Unit (SBU)
$23 - $27 per hourInsurance Office of America
divh2Senior Account Associate - Commercial Lines/ Select Business Unit/h2pWork Mode: Fully Remote for candidates located in the Northeast US | Location/Supporting: Wilmington, DE office | Book Focus: Commercial Lines Select Business Unit (SBU)/ppAbout the Role: Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work under the general direction of 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 small-sized accounts or those with the least complex needs./ph3Key Responsibilities:/h3ulliTeam Leadership: Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate./liliPolicy Management: Track policy expirations for existing clients, ensuring renewals are processed accurately and on time./liliTask Processing: Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters./liliNew and Renewal Business Support: 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./liliContract Review: Assist in reviewing contracts to ensure proper coverages are included./liliAccounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances./liliSystem Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness./liliActivity Monitoring: Monitor and maintain activity/suspense to ensure timely completion./liliCommunication: Maintain frequent, transparent communication with the account team regarding workload status and any issues./liliService Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests./liliPolicy Compliance: Stay updated on company policies and procedures./liliContinuous Improvement: Seek and adopt best practices to improve individual and team performance./liliChampion IOA Values: Demonstrate integrity and leadership./li/ulpIdeal Candidate Qualifications:/pulli3 + years of customer service experience in the insurance industry/liliThorough knowledge of insurance brokerage and client needs/liliRequired active licensing, professional designation (CISR) preferred/liliStrong analytical, problem-solving, and decision-making skills/liliExceptional customer service, communication, multitasking, and organizational skills/liliProficiency in MS Office (Outlook, Word, Excel)/liliHigh School Diploma (or equivalent)/li/ulpWhat We Offer:/pulliCompetitive salaries and bonus potential/liliCompany-paid health insurance/liliPaid holidays, vacations, and sick time/lili401K with employer match/liliProfessional growth and career progression opportunities/liliRespectful culture and work/family life balance/liliCommunity service commitment/liliSupportive teammates and a rewarding work environment/li/ulpWhat to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s)/ppSalary Range: The expected pay range for this position is $23.00 to $27.00 per hour, depending on experience, relevant skills, and geographic location./ppInsurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees./p/div
Insurance Office of America$202k - $303k
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