Account Associate – Commercial Insurance, Select Business
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
- Ensure no liability associated with errors or omissions occurs
- Resolve basic and routine administrative and customer service issues
- Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant
- 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
- Maintain accurate and up-to-date data in agency systems
- Ensure timely completion of tasks and activities
- Provide proactive and responsive service
- Ensure productivity and quality standards are met
- Participate in team building and promote a positive work environment
- Stay updated on company policies and procedures
- Enhance technical skills and industry knowledge
- Foster positive relationships with colleagues 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 & Tools
billing reconciliationdata maintenancecustomer serviceadministrative tasksinsurance brokerage knowledgeproblem-solvingdecision-makingmultitaskingorganizational skills
Soft Skills
analytical skillscommunication skillsteam buildingpositive work environmentproactive serviceresponsivenessproductivityquality standards
Certifications
active licensing