Insurance Office of America
Account Associate- Commercial Insurance (Remote)
Insurance Office of America, Palm Harbor, Florida, United States, 34683
Account Associate - Commercial Insurance (Remote)
Title:
Account Associate - Commercial Lines
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 production and quality requirements. Ensure no liability from errors or omissions. Resolve basic and routine administrative and customer service issues.
Policy Note:
If this position is posted as fully remote and/or hybrid, individuals within a 50‑mile radius of a branch may be required to work onsite in a hybrid capacity. A dedicated, distraction‑free workspace is required. Remote work is not a substitute for childcare, elder care, or other personal responsibilities. For branch locations, visit ioausa.com/locations.
Key Responsibilities
Assist Team Support/Receptionist and Account Assistant with day‑to‑day activities
Support general office tasks and administration
Handle policy processing tasks such as endorsements, audits, cancellations, reinstatements, releases, 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 workflows
Maintain accurate data in agency systems
Ensure timely completion of tasks and activities
Keep account team informed of workload status and issues
Provide proactive, responsive service
Monitor productivity and quality standards
Participate in team building and promote positive work environment
Seek and adopt best practices
Stay updated on company policies and procedures
Enhance technical skills and industry knowledge
Foster positive relationships with colleagues and leadership
Demonstrate integrity and leadership (IOA values)
Ideal Candidate Qualifications
2+ years of industry experience, or 5+ years of related customer service experience
Thorough knowledge of insurance brokerage and client needs
Active licensing required
Strong analytical, problem‑solving, and decision‑making skills
Exceptional customer service, communication, mult‑tasking, and organizational skills
Proficiency with 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 rewarding work environment
Application Process
30‑Minute Phone Screen, Online Assessments, and Interview(s)
Salary Range Expected pay 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.
Seniority Level Not Applicable
Employment Type Full‑time
Job Function Sales and Business Development
Industries Insurance
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Account Associate - Commercial Lines
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 production and quality requirements. Ensure no liability from errors or omissions. Resolve basic and routine administrative and customer service issues.
Policy Note:
If this position is posted as fully remote and/or hybrid, individuals within a 50‑mile radius of a branch may be required to work onsite in a hybrid capacity. A dedicated, distraction‑free workspace is required. Remote work is not a substitute for childcare, elder care, or other personal responsibilities. For branch locations, visit ioausa.com/locations.
Key Responsibilities
Assist Team Support/Receptionist and Account Assistant with day‑to‑day activities
Support general office tasks and administration
Handle policy processing tasks such as endorsements, audits, cancellations, reinstatements, releases, 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 workflows
Maintain accurate data in agency systems
Ensure timely completion of tasks and activities
Keep account team informed of workload status and issues
Provide proactive, responsive service
Monitor productivity and quality standards
Participate in team building and promote positive work environment
Seek and adopt best practices
Stay updated on company policies and procedures
Enhance technical skills and industry knowledge
Foster positive relationships with colleagues and leadership
Demonstrate integrity and leadership (IOA values)
Ideal Candidate Qualifications
2+ years of industry experience, or 5+ years of related customer service experience
Thorough knowledge of insurance brokerage and client needs
Active licensing required
Strong analytical, problem‑solving, and decision‑making skills
Exceptional customer service, communication, mult‑tasking, and organizational skills
Proficiency with 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 rewarding work environment
Application Process
30‑Minute Phone Screen, Online Assessments, and Interview(s)
Salary Range Expected pay 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.
Seniority Level Not Applicable
Employment Type Full‑time
Job Function Sales and Business Development
Industries Insurance
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