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Account Associate- Commercial Insurance

Insurance Office of America

divh2Account Associate - Commercial Lines/h2pWork Mode: Remote, with appropriate licensing. Eastern and Central Times Zones Only | Location/Supporting: Longwood, FL | Book Focus: General, Contractors, Trucking, Construction 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/h3pAssist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues./ph3Key Responsibilities:/h3ulliTeam Support: Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant./liliOffice Support: Assist with general office tasks and administration./liliPolicy Processing: Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders./liliTask Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows./liliData Management: Maintain accurate and up-to-date data in agency systems./liliActivity Monitoring: Ensure timely completion of tasks and activities./liliCommunication: Keep the account team informed of workload status and any issues./liliService Excellence: Provide proactive and responsive service./liliPerformance Monitoring: Ensure productivity and quality standards are met./liliPromote Culture: Participate in team building and promote a positive work environment./liliContinuous Improvement: Seek and adopt best practices./liliCompliance: Stay updated on company policies and procedures./liliProfessional Development: Enhance technical skills and industry knowledge./liliRelationship Building: Foster positive relationships with colleagues and leadership./liliChampion IOA Values: Demonstrate integrity and leadership./li/ulh3Ideal Candidate Qualifications:/h3ulli2 + years of industry experience, OR 5+ years of related experience in customer service/liliThorough knowledge of insurance brokerage and client needs/liliRequired active licensing/liliStrong analytical, problem-solving, and decision-making skills/liliExceptional customer service, communications, 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: The expected pay range for this position is 45-65K annually, 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
Vacancy posted 23 hours ago
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