Account Associate – Commercial Lines

Insurance Office of America

Account Associate supporting day-to-day insurance brokerage operations and customer service tasks. Requires strong industry familiarity, customer service skills, and proficiency in MS Office.

Posted 5/14/2026full-timeGainesville • Pennsylvania, Tennessee, Wisconsin • 🇺🇸 United StatesJuniorMid-Level💰 $23 - $27 per hourWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

policy processingdata managementbilling reconciliationcustomer servicetask managementperformance monitoringcompliance

Soft Skills

analytical skillsproblem-solvingdecision-makingcommunicationmultitaskingorganizational skillsteam buildingrelationship buildingservice excellencecontinuous improvement

Certifications

active licensing