Account Associate – Commercial Insurance
Insurance Office of America
full-time
Posted on:
Location Type: Remote
Location: Florida • United States
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Salary
💰 $50,000 - $60,000 per year
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.
- 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.
Requirements
- 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)
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data managementtask managementpolicy processingbilling reconciliationcustomer serviceanalytical skillsproblem-solvingdecision-making
Soft skills
communicationmultitaskingorganizational skillsteam supportrelationship buildingservice excellencecontinuous improvementleadership
Certifications
active licensing