Insurance Office of America
Account Associate - Commercial Lines (Remote Opportunity)
Insurance Office of America, Stamford, Connecticut, United States, 06925
Overview
Account Associate - Commercial Lines (Remote Opportunity) at Insurance Office of America. Remote work in Eastern Time Zones; supporting New Jersey office. Active Property & Casualty P&C license required. Book Focus: Construction, Contractors, Habitational, Property, Workers Comp. Please note: If this position is posted as fully remote or hybrid, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Remote work requires a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. View branch locations at ioausa.com/locations. About the Role
Assist 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 from errors or omissions. Responsibilities include resolving basic and routine administrative and customer service issues. Key Responsibilities
Team Support: Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant. Office Support: Assist with general office tasks and administration. Policy Processing: Endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders. Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows. Data Management: Maintain accurate and up-to-date data in agency systems. Activity Monitoring: Ensure timely completion of tasks and activities. Communication: Keep the account team informed of workload status and issues. Service Excellence: Provide proactive and responsive service. Performance Monitoring: Ensure productivity and quality standards are met. Promote Culture: Participate in team building and promote a positive work environment. Continuous Improvement: Seek and adopt best practices. Compliance: Stay updated on company policies and procedures. Professional Development: Enhance technical skills and industry knowledge. Relationship Building: Foster positive relationships with colleagues and leadership. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications
2+ years of industry experience, OR 5+ years of related experience in customer service. Thorough knowledge of insurance brokerage and client needs. Required active licensing. Strong analytical, problem-solving, and decision-making skills. Exceptional customer service, communications, 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. Employee stock plan participation. 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 interviews. Salary Range
The expected pay range for this position is $45,000.00 - $60,000.00 per year, 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.
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Account Associate - Commercial Lines (Remote Opportunity) at Insurance Office of America. Remote work in Eastern Time Zones; supporting New Jersey office. Active Property & Casualty P&C license required. Book Focus: Construction, Contractors, Habitational, Property, Workers Comp. Please note: If this position is posted as fully remote or hybrid, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Remote work requires a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. View branch locations at ioausa.com/locations. About the Role
Assist 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 from errors or omissions. Responsibilities include resolving basic and routine administrative and customer service issues. Key Responsibilities
Team Support: Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant. Office Support: Assist with general office tasks and administration. Policy Processing: Endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders. Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows. Data Management: Maintain accurate and up-to-date data in agency systems. Activity Monitoring: Ensure timely completion of tasks and activities. Communication: Keep the account team informed of workload status and issues. Service Excellence: Provide proactive and responsive service. Performance Monitoring: Ensure productivity and quality standards are met. Promote Culture: Participate in team building and promote a positive work environment. Continuous Improvement: Seek and adopt best practices. Compliance: Stay updated on company policies and procedures. Professional Development: Enhance technical skills and industry knowledge. Relationship Building: Foster positive relationships with colleagues and leadership. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications
2+ years of industry experience, OR 5+ years of related experience in customer service. Thorough knowledge of insurance brokerage and client needs. Required active licensing. Strong analytical, problem-solving, and decision-making skills. Exceptional customer service, communications, 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. Employee stock plan participation. 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 interviews. Salary Range
The expected pay range for this position is $45,000.00 - $60,000.00 per year, 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.
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