Account Associate

Insurance Office of America

Account Associate assisting the account team with administrative responsibilities and customer service tasks for Insurance Office of America, a leading insurance brokerage.

Posted 6/17/2026full-timeRemote • Florida, Pennsylvania, Tennessee, Virginia, Wisconsin • 🇺🇸 United StatesJuniorMid-Level💰 $24 - $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
Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant
Assist with general office tasks and administration
Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders
Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows
Maintain accurate and up-to-date data in agency systems
Ensure timely completion of tasks and activities
Keep the account team informed of workload status and any issues
Provide proactive and responsive service
Ensure productivity and quality standards are met
Participate in team building and promote a positive work environment
Seek and adopt best practices
Stay updated on company policies and procedures
Enhance technical skills and industry knowledge
Foster positive relationships with colleagues and leadership
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

billing reconciliationpolicy form reviewonline ratingproposal preparationdata maintenancecustomer serviceadministrative tasksauditsfinance agreementsloss runs

Soft Skills

analytical skillsproblem-solvingdecision-makingcustomer servicecommunication skillsmultitaskingorganizational skillsleadershipintegrityteam building

Certifications

active licensing