Account Assistant - Personal Lines

Description

Job Description :

Title : Account Assistant - Personal Lines

Fully remote candidate able to work EST shift

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. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here : ioausa.com / locations

About the Role :  Works under the direct supervision of branch / team leadership, adhering to established industry and company guidelines. This role supports the account team by completing day-to-day administrative tasks and providing exceptional customer service. Responsibilities include data entry for clients and policies, reviewing policy forms, managing client communications and payments, issuing proofs of insurance, and other office support duties. The role requires strict adherence to performance standards to ensure accuracy and prevent errors or omissions.

Key Responsibilities :

Process Endorsements :  Accurately update management systems as required.

Correspondence Management :  Manage email and fax correspondence efficiently.

Policy Changes :  Manage cancellations and reinstatements effectively.

Proofs of Insurance :  Prepare proof of insurance promptly and accurately.

Report Monitoring :  Monitor Suspense Reports diligently.

Payment Processing :  Process client payments via various carrier portals.

Notification Distribution :  Download and distribute carrier notifications to appropriate team members.

Team Assistance :  Provide assistance to team members and department as required.

Communication :  Maintain frequent and transparent communication with supervisor regarding any obstacles and issues affecting ability to meet performance expectations; seek, accept, and implement performance coaching.

Champion IOA core values and demonstrate integrity and leadership.

Ideal Candidate Qualifications :

Exceptional customer service and communication skills

Strong multi-tasking and organizational skills

High accuracy in handling large work volumes

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

Employee stock plan participation

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 $15 to $17.00 per hour, 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.