Account Associate
Insurance Office of America
Job Description Title: Senior Account Associate - Commercial Lines Work Mode Remote, Eastern and Central Times Zones Only | Location/Supporting: St. Petersburg, FL | Book Focus: Transportation 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 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. Key Responsibilities Team Leadership:Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate. Policy Management:Track policy expirations for existing clients, ensuring renewals are processed accurately and on time. Task 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. New 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. Contract Review:Assist in reviewing contracts to ensure proper coverages are included. 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 customer service experience in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active licensing, professional designation (CISR) 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 60-70K 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. #J-18808-Ljbffr
$90k - $153k
As a National Accounts Associate at Nasdaq Dorsey Wright you'll play a meaningful role in supporting and growing Nasdaq's relationships with key enterprise and home office partners. You'll contribute to business development efforts, coordinate cross-functional initiatives...SuggestedFull timeTemporary workWork at officeHome officeFlexible hours3 days per week$77k - $202k
Industry/SectorNot ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelSenior AssociateJob... ...Deals - Capital Markets Accounting Advisory Services - Senior Associate, you will provide strategic guidance on technical accounting,...SuggestedFull timeH1b$100k - $140k
...resolving discrepancies with internal operations teamsPrepare quarterly and annual Fund financial statementsMaintain detailed capital account balances for partnersPreparing and reviewing capital calls and distributions allocationsCalculating management fee, distributions,...SuggestedFull timeLocal areaFlexible hours- ...that. Each of our 100+ offices has its own individual identity, and each also has its own unique rewards.Summary:The Strategic Account Associate, Localization role is for individuals with a strong background in the Localization Industry who can apply their skill set and...SuggestedFull timeWork at officeLocal area
$100k - $125k
...and supervise billing team to ensure timely processingManage accounts payable and receivable, including vendor invoices and client paymentsReconcile... ...firm, is seeking an experienced Accounting & Bookkeeping Associate to join their team. This hybrid role is based in midtown...Suggested$90k - $110k
Our client is a food & beverage company. They seek an Accounting Policy Associate to join their Westchester, NY office.ResponsibilitiesResearch technical accounting issues and provide accounting guidance to business units and corporate functionsMonitor emerging accounting...Work at officeRemote work$72k - $184.44k
...OpportunityAs part of the Managed Services team, you will oversee the delivery of recurring accounting and reporting services across multiple client engagements. As a Senior Associate, you will utilize your command of fund accounting processes to drive excellence in...Full timeH1b- ...fixed income securities, interest rate swaps, cross-currency swaps, and credit-related instruments. As a Global Hedge Accounting Controller - Senior Associate within the Treasury/Chief Investment Office, you will partner with front office, regional finance teams, and the...Work at office
$100k - $150k
...has tripled every year since 2023, and we're scaling from 40 to 80 people over the next 12 months. The Role As Account Associate, you'll own the research, account planning, and client-ready materials that keep an Account Executive's book of business moving...Immediate startForesight Works Ltd
New York, NY21 hours ago$105k - $115k
...being recognized as an innovator, industry thought leader and trusted advisor to our clients. Position Description The Account Associate Group serves a unique and dynamic role focused on delivering best-in-class service to PIMCO's institutional clients. The individuals...Flexible hoursPIMCO
New York, NY4 days ago$55k - $75k
...The Account Associate will assist an Account Executive and the Sales team with multiple accounts while managing all sample requests and executing sales reports. Key Accountabilities: • Assist Account Executive and Sales Manager in all aspects of the sales process...Work at officeHawkeye Search Group
New York, NY4 days ago$60k - $85k
...STARK is seeking to hire an Account Associate for our New York City showroom. This is a developmental, client-facing role designed to support our Account Managers while building the foundation for a long-term career in luxury sales and the interior design trade. Stark...Local areaStark Talent
New York, NY19 hours ago$45 per hour
...role will be part of a global team, comprising the Finance & Accounting, and Strategy teams spanning North America, the UK and Germany... ...immigration status, unemployment status, traits historically associated with race, including but not limited to hair texture and protective...Work at officeLocal areaVisa sponsorshipFlexible hours103644278
New York, NY3 days ago$80k - $135k
About the RoleThe Custody Solutions Managed Accounts Platform team owns our separately managed account (SMA) platform — the managers... ...it, and the operating infrastructure behind it.We're hiring an Associate to help run that ecosystem: supporting relationships with third...Full timeTemporary workPart time$100k - $140k
...Third Bridge is seeking an Account Management Associate in New York, NY. In this role, you'll actively manage and grow relationships with Credit investors, ensuring engagement and contributing to revenue growth. With a salary range of $100,000 to $140,000, plus benefits...Third Bridge
New York, NY3 days ago- ...If you’re in fund accounting and feel like you’re just turning the crank... this is the kind of role that actually changes your trajectory. This team sits directly alongside top-tier private equity clients, giving you real exposure to how funds operate end-to-end — not...Work at office
Atlas Search
New York, NY3 days ago $52k - $60k
...tomorrow, with products and services that exceed expectations for performance and environmental responsibility. The Senior Accounting Associate is responsible for maintaining all accounting records and producing timely reports, analysis, and statements in accordance with...Hourly payWork experience placementWork at officeLocal areaFlexible hoursPackaging Corporation of America
New York, NY4 days ago- ...Job Description Title: Senior Account Associate - Commercial Lines Work Mode Remote, Eastern and Central Times Zones Only | Location/Supporting: St. Petersburg, FL | Book Focus: Transportation Please note: If this position is posted as either fully remote and...Contract workRemote work
Insurance Office of America
New York, NY19 hours ago $50k - $75k
...Account Associate - State Farm Agent Team Member Full Time in Wallkill, NY Simple IRA Bonus based on performance Health insurance Opportunity for advancement Paid time off ABOUT OUR AGENCY We opened our agency in 2016 and are proud to be a growing team of 4, with plans...Full timeFor contractorsWork at officeFlexible hoursWyatt Savage
New York, NY1 day ago$15 - $20 per hour
...Account Associate - State Farm Agent Team Member Part Time in Johnson City, NY Role Description John M. Paulin - State Farm Agent is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers...Hourly payPart timeFor contractorsWork at officePaulininsurance
New York, NY1 day ago$40k - $60k
...Account Associate - State Farm Agent Team Member Full Time in Smithtown, NY Position Overview Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may...Full timeFor contractorsInsurewithjenn
New York, NY1 day ago- ...Patient Accounts Associate We're dedicated to transforming the lives of children and families struggling with mental health and learning disorders by giving them the help they need. We've become the leading independent nonprofit in children's mental health by providing...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours
- ...Job Opportunity Prepare accounting entries and payment forms Handle wire transfers and checks Review receipts and travel expense forms Manage office PCs and coordinate with IT support Set up computers for new staff Communicate with vendors and assist directors Answer...Work at officeRemote workWeekend work
$115k - $135k
Job DescriptionThe Treasury Services Associate role is a vital coverage team member that plays an integral part in acquiring, manage and... ...preparation by creating relationship review materials, pitch books, account plans, and conducting customer researchDevelop an understand...Full timeWork at officeFlexible hours- ...Senior Account Associate Haddad is a privately held family business with over 100 years of experience in the children's apparel & accessories industry. A leader in the industry, Haddad Brands is the exclusive global licensee for the most iconic brands in the world,...Seasonal workWork at office
$50k - $56k
...Patient Accounts Associate Our client is seeking a skilled and dependable individual to join their team as a Patient Accounts Associate. Our client is dedicated to transforming the lives of children and families struggling with mental health and learning disorders...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours- ...Accounting Associate, Accounts Payable Reporting to the Controller, the Accounting Associate, Accounts Payable is responsible for the effective and accurate management of records relative to Accounts Payable. The Accounting Associate maintains and updates independent...For contractorsWork at office
$28 - $32 per hour
...need, Regis provides an academically exceptional, tuition-free Jesuit education within a caring community Position As Accounting Associate, you will have the extraordinary opportunity to support the educations of approximately 530 exceptional, gifted young men,...Hourly payPart timeRegis High School
New York, NYmore than 2 months ago- ...America's most prominent companies in their industry. We are looking for a sharp, detail oriented Associate to join our Finance team and play a key role in the accounting and financial operations of our closed ended private fund structures. Job Description:...Work at office
Hoxton Circle
New York, NY8 days ago $125k - $140k
...Job Description Job Description Corporate Accountant, Management Company Location: New York, NY (5 Days a Week In-Office) Compensation: $125,000–$140,000 base, plus bonus We're partnering with a growing private equity fund manager focused exclusively on clean...Work at officeHoxton Circle
New York, NY10 days ago
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