Account Associate- Commercial Insurance- Remote

Insurance Office of America; Richmond Hill; Remote; CAD 50,000 - 70,000; Full time

Job summary

A leading company in the insurance sector is seeking an Account Associate for their remote team. This entry-level role involves supporting administrative and customer service tasks while ensuring compliance with policy standards. Ideal candidates will have significant industry experience or robust customer service backgrounds, combined with strong analytical and communication skills.

Benefits

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

Qualifications

• 2+ years of industry experience or 5+ years in customer service required.
• Thorough knowledge of insurance brokerage and client needs essential.
• Active licensing required.

Responsibilities

• Assist in day-to-day administrative tasks and customer service.
• Handle various policy processing tasks including endorsements and cancellations.
• Maintain accurate data in agency systems.

Skills

Analytical skills

Customer service

Communication

Multitasking

Organizational skills

Education

High School Diploma (or equivalent)

Tools

MS Office

Job description

Account Associate- Commercial Insurance- Remote

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Account Associate- Commercial Insurance- Remote

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Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.

Job Description

Title: Account Associate - Commercial Lines

Remote: Eastern and Central Time Zones Only | Supporting: Kissimmee, FL | Book Focus: Agriculture, Contractors

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: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
• 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)
  
  

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

https://www.ioausa.com/

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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