Account Associate – Shared Services

Insurance Office of America

Account Associate in Shared Services role assisting insurance brokerage with administrative tasks remotely. Collaborating with team members and ensuring high-quality service and productivity standards.

Posted 5/14/2026full-timeRemote • Florida, Pennsylvania, Tennessee, Virginia, Wisconsin • 🇺🇸 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
Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant
Handle endorsements, audits, cancellations, reinstatements, policy releases, and check requests
Maintain accurate and up-to-date data in agency systems
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

Competitive salaries and bonus potential
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

data managementadministrative taskscustomer serviceproblem-solvingdecision-makingmultitaskingorganizational skills

Soft Skills

analytical skillscommunication skillsproactive serviceresponsiveness

Certifications

active licensing