Description
Job Description:
Title: Account Associate - Commercial Lines
Work Mode: Remote with appropriate licensing (Southeastern US only) | Location/Supporting: Longwood, FL| Book Focus: Real Estate, Restaurants
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations
About the Role: Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues.
Key Responsibilities:
Team Support: Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant.
Office Support: Assist with general office tasks and administration.
Policy Processing: Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.
Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.
Data Management: Maintain accurate and up-to-date data in agency systems.
Activity Monitoring: Ensure timely completion of tasks and activities.
Communication: Keep the account team informed of workload status and any issues.
Service Excellence: Provide proactive and responsive service.
Performance Monitoring: Ensure productivity and quality standards are met.
Promote Culture: Participate in team building and promote a positive work environment.
Continuous Improvement: Seek and adopt best practices.
Compliance: Stay updated on company policies and procedures.
Professional Development: Enhance technical skills and industry knowledge.
Relationship Building: Foster positive relationships with colleagues and leadership.
Champion IOA Values: Demonstrate integrity and leadership.
Ideal Candidate Qualifications:
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)
What We Offer:
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
What to Expect (Application Process):
30-Minute Phone Screen, Online Assessments, and Interview(s)
Salary Range
The expected pay range for this position is 45-65K annually, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Account Associate- Commercial Insurance • Cary, NC, US
BENEFITS ACCOUNT MANAGERWith over 160 years of experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies.We offe... Show more
DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a var... Show more
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more
Job DescriptionJob DescriptionNow Hiring Life Insurance Agents -- Remote & In-Person Contracts Up to 140% Exclusive Free Leads AvailableAre you ready to build a meaningful career helping famili... Show more
Our team is a growing sales and customer service organization representing AT&T in local communities.We are currently hiring an Associate Account Manager who is motivated to build relationships... Show more
Responsive recruiterBenefits:Work from homeSimple IRABonus based on performanceCompetitive salaryOpportunity for advancementPaid time offTraining & developmentHealth insuranceROLE DESCRIPTION:C... Show more
Review and label digital content including text, images, and documents.Every task you complete helps improve how technology interprets information and performs in practical settings.Detail-oriented... Show more
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more
Our Firm Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach.We don't just work with numberswe work with people, building lasting relationships and deli... Show more
The Insurance Agent serves as the first point of contact between the insurance company and prospective clients, meeting with individuals to assess their insurance needs, collect application informa... Show more
Insurance Underwriter – Excess & Specialty.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as fin... Show more
Job TitleSales, Associate Account Executive, ECG Solutions (Mid-Atlantic Region)Job DescriptionSales, Associate Account Executive, Philips ECG Solutions (Mid-Atlantic Region)Philips ECG Solutions e... Show more
You are customer focused, enjoy building relationships and providing financial advice to your clients.A role as an Associate Banker is for you.As an Associate Banker in the Commercial Bank, you wil... Show more
Account Executive, Insurance - Hybrid Cary, NCWe're a leader in data and AI.Through our software and services, we inspire customers around the world to transform data into intelligence - and questi... Show more
Client Support Associate, Business InsuranceAward-winning, inclusive, top workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest tale... Show more
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more
State Farm Insurance Agent located in Garner, NC is seeking an outgoing, career-oriented professional to join their team.As a State Farm team member for Matt Davis - State Farm Agent, you will buil... Show more
Job DescriptionJob DescriptionRemote Licensed Health Insurance Agent -- Must be LicensedLocation :Remote - Must reside in :IN or OH (and other listed states below)Eligible States :UT, CO, KS, OK, T... Show more
Job DescriptionAccount Executive, Healthcare Providers & Specialty Accounts “ US Remote East CoastWe're a leader in data and AI.Through our software and services, we in... Show more
