A reputable insurance firm is looking for an Account Associate for its Commercial Lines division. This remote role involves supporting the account team with daily administrative and customer service tasks while ensuring quality and compliance. Ideal candidates have 2+ years of industry experience, strong analytical skills, and proficiency in MS Office. The position offers competitive salaries, health insurance, and opportunities for professional growth.
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Description
Job Description:
Title: Account Manager Associate - Commercial Lines
Work Mode: Fully remote for candidates located in EST/CST | Location/Supporting: Longwood, FL office | Book Focus: Construction, Contractors, Real Estate and Manufacturing
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:?Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work with minimal direction from an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage smaller-sized accounts or those with less complexity.
Key Responsibilities:
Technical Competence: Maintain technical competence and industry expertise.
Team Leadership:?Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis.
Policy Management: Manage policy expirations and renewals.
Renewal Process:?Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.
Task Processing:?Process tasks accurately and within required timeframes.
Contract Review:?Assist in reviewing contracts to ensure proper coverages are included.
Accounts Receivable:?Monitor reports and take action on delinquent accounts, collecting outstanding balances.
System Maintenance:?Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
Activity Monitoring:?Monitor and maintain activity/suspense to ensure timely completion.
Communication:?Maintain frequent, transparent communication with the account team regarding workload status and any issues.
Service Excellence:?Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
Policy Compliance:?Stay updated on company policies and procedures.
Continuous Improvement:?Seek and adopt best practices to improve individual and team performance.
Champion IOA Values:?Demonstrate integrity and leadership.
Ideal Candidate Qualifications:
7+ years of customer service experience in the insurance industry
Thorough knowledge of insurance brokerage and client needs
Required active licensing; professional designation preferred
Strong analytical, problem-solving, and decision-making skills
Exceptional customer service, communication, 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 $55,000 to $65,000 per year, 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.
Read LessJob Description
Title: Account Executive - Commercial Lines
Work Mode: Remote with Occasional Travel/Southeastern US only | Location/Supporting: Longwood, FL | Book Focus: Construction, Hospitality
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
Responsible for the strategic coordination and execution of client marketing, servicing, risk management, and/or sales activities. Manage a book of business, increase account retention, and resolve complex customer service problems. Actively seek to grow IOA business by identifying and acting on sales opportunities, and serve as a resource to the account team and Producers.
Key Responsibilities
Team Leadership: Direct daily activities and workflow of the account team.
Technical Competence: Maintain high technical competence and industry expertise.
Discretion and Judgment: Ensure beneficial outcomes using discretion and judgment.
Client Relationship Management: Manage client relationships, conduct meetings, and close business.
Communication: Act as a communication conduit between Producers and the account team.
Customer Service and Account Management: Manage account activities, policy administration, billing, claims, and more.
Policy Management: Manage policy expirations and renewals.
New Business and Renewal Process: Conduct research, gather information, prepare submissions, and bind coverage.
Accounts Receivable: Monitor reports and collect outstanding balances.
System Maintenance: Maintain data accuracy in agency management systems.
Activity Monitoring: Ensure timely completion of activities.
Service Excellence: Deliver excellent service, anticipate needs, and respond quickly to requests.
Policy Compliance: Stay updated on company policies and procedures.
Continuous Improvement: Seek and adopt best practices to improve individual and team performance.
Champion IOA Values: Demonstrate integrity and leadership.
Ideal Candidate Qualifications
5+ years of industry experience, or 7 years of sales, marketing, or relationship management experience
Thorough knowledge of insurance brokerage and client needs
Experience to service and support large, complex accounts
Required active licensing; professional designation (CIC or equivalent) preferred
Strong analytical, problem?solving, and decision?making skills
Exceptional customer service, communication, 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 95?115K 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.
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Read LessA leading insurance firm is seeking a Remote Account Associate for commercial lines. This position involves assisting the team with administrative tasks, policy processing, and ensuring service excellence. Ideal candidates will have 2+ years of industry experience, strong customer service skills, and proficiency in MS Office. The role offers competitive salaries, health insurance, and professional growth opportunities. Join a positive work culture that values work-life balance.
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Read LessJob Description
Title: Account Associate - Commercial Lines
Job Description
Title: Account Associate - Commercial Lines
Work Mode: Remote | Location/Supporting: Longwood, FL | Book Focus: General Book, SBU
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 50-60K 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.
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Read LessA leading insurance agency is seeking a Senior Account Associate - Commercial Lines to provide support to the account team in a remote capacity. Responsibilities include managing client policies, coordinating renewals, ensuring exceptional customer service, and resolving issues. The ideal candidate should have over 3 years of experience in the insurance industry, strong customer service skills, and proficiency in MS Office. The position offers competitive salaries, health insurance, and opportunities for professional growth.
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