Account Associate – Commercial Insurance

Insurance Office of America

Support account team managing administrative tasks related to commercial insurance. Focus on real estate and restaurant sectors while ensuring service excellence in a hybrid remote role.

Posted 7/22/2026full-timePalm Bay • Florida • 🇺🇸 United StatesJuniorMid-Level💰 $45,000 - $65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong analytical and problem-solving capabilities while providing exceptional customer service in the insurance brokerage industry. Proficient in managing administrative tasks and maintaining accurate data in agency systems.

Highest-signal resume keywords

Insurance Brokerage KnowledgeActive LicensingCustomer Service ExperienceMS Office ProficiencyAnalytical Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Administrative TasksBilling ReconciliationPolicy ManagementData MaintenanceOnline RatingProposal Preparation

Soft Skills

Problem-SolvingDecision-MakingMultitaskingOrganizational SkillsCommunication Skills

Tools & Technologies

MS Office

Certifications & Qualifications

Active Licensing

Industry Keywords

Customer ServiceInsuranceAccount ManagementTeam SupportClient Needs

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
Responsibilities include resolving 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, check requests, invoices
Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals
Maintain accurate and up-to-date data in agency systems
Communicate with the account team regarding workload status and any issues

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

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