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Insurance Office of America

Account Assistant – Commercial Insurance, Entry Level

Insurance Office of America

Assist account team with administrative tasks in commercial insurance. Focus on customer service and policy management in office role.

Posted 6/19/2026full-timeLongwood • Florida • 🇺🇸 United StatesEntry Level💰 $40,000 - $50,000 per yearWebsite

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
  • Specific responsibilities include data entry, reviewing policy forms for accuracy, general office support
  • Assist with endorsements, audits, cancellations, reinstatements, and policy releases
  • Prepare check requests, invoices, finance agreements, and summaries
  • Maintain accurate and up-to-date data in agency systems
  • Ensure timely completion of tasks and activities
  • 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
  • Enhance technical skills and industry knowledge

Requirements

What you’ll need
  • 2 + years ’ experience in customer service, industry experience preferred
  • Exceptional customer service, communication, 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
data entrypolicy form reviewcheck requestsinvoices preparationfinance agreementssummaries preparationauditsendorsementscancellationsreinstatements
Soft Skills
customer servicecommunicationmultitaskingorganizational skillsproactive serviceresponsivenessproductivityquality standardsteam buildingbest practices
Certifications
High School Diploma