Insurance Office of America
Account Associate- Commercial Insurance (Remote)
Insurance Office of America, Green Cove Springs, Florida, United States, 32043
Account Associate - Commercial Lines (Remote)
Work Mode: Remote (Southeastern US Only). Location/Supporting: Longwood, FL. Book Focus: General, Contractors, Construction.
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 associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues.
Key Responsibilities
Assist in directing day‑to‑day activities of Support/Receptionist and Account Assistant teams.
Assist with general office tasks and administration.
Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.
Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.
Maintain accurate and up‑to‑date data in agency systems.
Ensure timely completion of tasks and activities.
Keep the account team informed of workload status and any issues.
Provide proactive and responsive service.
Ensure productivity and quality standards are met.
Participate in team building and promote a positive work environment.
Seek and adopt best practices.
Stay updated on company policies and procedures.
Enhance technical skills and industry knowledge for career advancement.
Foster positive relationships with colleagues and leadership.
Demonstrate integrity and leadership by championing IOA values.
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.
Active licensing required.
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.
401(k) 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.
Interview(s).
Salary Range: 50‑60K 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.
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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 associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues.
Key Responsibilities
Assist in directing day‑to‑day activities of Support/Receptionist and Account Assistant teams.
Assist with general office tasks and administration.
Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.
Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.
Maintain accurate and up‑to‑date data in agency systems.
Ensure timely completion of tasks and activities.
Keep the account team informed of workload status and any issues.
Provide proactive and responsive service.
Ensure productivity and quality standards are met.
Participate in team building and promote a positive work environment.
Seek and adopt best practices.
Stay updated on company policies and procedures.
Enhance technical skills and industry knowledge for career advancement.
Foster positive relationships with colleagues and leadership.
Demonstrate integrity and leadership by championing IOA values.
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.
Active licensing required.
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.
401(k) 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.
Interview(s).
Salary Range: 50‑60K 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