Insurance Office of America
Account Associate- Commercial Insurance (Remote)
Insurance Office of America, Douglas, Georgia, us, 31534
Account Associate- Commercial Insurance (Remote)
Join to apply for the
Account Associate- Commercial Insurance (Remote)
role at
Insurance Office of America
Job Description Title:
Account Associate – Commercial Lines
Work Mode:
Remote (Southeastern US Only) |
Location:
Longwood, FL |
Book Focus:
General, Contractors, Construction
Preferred remote placement but may include occasional onsite duties within a 50‑mile radius of a branch. A dedicated, distraction‑free workspace is required, and remote work does not replace childcare, elder care, or other personal responsibilities during working hours.
About the Role Assist the account team with day‑to‑day administrative and customer service tasks, ensuring performance requirements for production and quality are met while preventing liabilities from errors or omissions.
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: Handle 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 any 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
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 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 Entry level
Employment type Full‑time
Job function Sales and Business Development
Industries Insurance
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Account Associate- Commercial Insurance (Remote)
role at
Insurance Office of America
Job Description Title:
Account Associate – Commercial Lines
Work Mode:
Remote (Southeastern US Only) |
Location:
Longwood, FL |
Book Focus:
General, Contractors, Construction
Preferred remote placement but may include occasional onsite duties within a 50‑mile radius of a branch. A dedicated, distraction‑free workspace is required, and remote work does not replace childcare, elder care, or other personal responsibilities during working hours.
About the Role Assist the account team with day‑to‑day administrative and customer service tasks, ensuring performance requirements for production and quality are met while preventing liabilities from errors or omissions.
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: Handle 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 any 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
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 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 Entry level
Employment type Full‑time
Job function Sales and Business Development
Industries Insurance
#J-18808-Ljbffr