Senior Account Associate – Commercial Insurance

Insurance Office of America

Senior Account Associate providing administrative support to insurance accounts within the team. Ensuring service excellence and policy management while working remotely from Florida.

Posted 5/6/2026full-timePalm Bay • Florida • 🇺🇸 United StatesSenior💰 $50,000 - $65,000 per yearWebsite

About the role

Key responsibilities & impact

Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts.
Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer.
Independently resolve moderately complex customer service problems and manage small-sized accounts.
Track policy expirations for existing clients, ensuring renewals are processed accurately and on time.
Handle policy endorsements, audits, cancellations, lost policy releases, invoices, and more.
Conduct client research, gather underwriting information, and prepare submissions.
Assist in reviewing contracts to ensure proper coverages are included.
Monitor reports on delinquent accounts and collect outstanding balances.
Maintain agency management systems and carrier/vendor platforms.
Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.

Requirements

What you’ll need

3 + years of customer service experience in the insurance industry
Thorough knowledge of insurance brokerage and client needs
Required active licensing, professional designation (CISR) preferred
Strong analytical, problem-solving, and decision-making skills
Exceptional customer service, communication, 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
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

customer servicepolicy managementcontract reviewaccount managementanalytical skillsproblem-solvingdecision-makingmultitaskingorganizational skills

Soft Skills

communicationcustomer serviceproactive serviceanticipation of needs

Certifications

active licensingCISR