Account Associate – Shared Services

Insurance Office of America

Assist account team in day-to-day administrative tasks and customer service roles at IOA Insurance, a leading brokerage. Ensure productivity and compliance in a supportive and proactive environment.

Posted 4/24/2026full-timeOregon, Washington • 🇺🇸 United StatesJuniorMid-Level💰 $21 - $24 per hourWebsite

About the role

Key responsibilities & impact

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
Direct day-to-day activities of Team Support/Receptionist and Account Assistant
Handle endorsements, audits, cancellations, reinstatements, policy releases, and finance agreements
Identify and reconcile billing inaccuracies
Maintain accurate and up-to-date data in agency systems
Keep the account team informed of workload status and any issues
Provide proactive and responsive service
Ensure productivity and quality standards are met

Requirements

What you’ll need

3+ years of industry experience
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

Comp & perks

Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Employee stock plan participation
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

billing reconciliationdata maintenanceadministrative taskscustomer service issue resolutionpolicy managementfinance agreements handlingauditsendorsementscancellationsreinstatements

Soft Skills

analytical skillsproblem-solving skillsdecision-making skillscustomer service skillscommunication skillsmultitasking skillsorganizational skills

Certifications

active licensing