Senior Account Associate – Commercial Insurance

Insurance Office of America

Senior Account Associate providing administrative and customer service support to the account team in the insurance industry. Handling client accounts and ensuring compliance with policy and procedural standards.

Posted 5/20/2026full-timeRemote • Florida, Texas • 🇺🇸 United StatesSenior💰 $50,000 - $70,000 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
Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate
Track policy expirations for existing clients, ensuring renewals are processed accurately and on time
Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters
Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance
Assist in reviewing contracts to ensure proper coverages are included
Monitor reports and take action on delinquent accounts, collecting outstanding balances
Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness
Maintain frequent, transparent communication with the account team regarding workload status and any issues
Deliver excellent service, proactively anticipate needs, and respond quickly to service requests
Stay updated on company policies and procedures
Seek and adopt best practices to improve individual and team performance
Demonstrate integrity and leadership

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

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

Hard Skills & Tools

customer servicepolicy endorsementsauditscancellationsrenewalsloss run analysiscontract reviewdata accuracybilling inaccuraciesnegotiation

Soft Skills

analytical skillsproblem-solvingdecision-makingcommunicationmultitaskingorganizational skillsleadershipintegrityservice orientationteam performance

Certifications

active licensingCISR