Senior Account Associate - Commercial Lines

divh2Senior Account Associate - Commercial Lines/h2pTitle: Senior Account Associate - Commercial Lines Hybrid: 1-2 of days in the Longwood, FL office OR Fully Remote: Florida residents | Book Focus: Generalist | Requirement: active 2-20 license 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/ph3About the Role/h3pProvide 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/ulh3Ideal Candidate Qualifications/h3ulli3 + 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/ulh3What We Offer/h3ulliCompetitive 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/ulh3What to Expect (Application Process)/h3ulli30-Minute Phone Screen, Online Assessments, and Interview(s)/li/ulpSalary Range/ppThe expected pay range for this position is $55,000.00 to $65,000.00 per year, 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