Account Assistant - Commercial Lines

Insurance Office of America; South Carolina; Remote; USD 35,000 - 50,000; Full time

Job summary

A leading company in the insurance industry is seeking an Account Assistant for their Commercial Lines team. Responsibilities include administrative support, customer service, and ensuring accuracy in policy management. Ideal candidates will have 2+ years of experience in customer service, excellent communication skills, and proficiency in MS Office, all within a supportive company culture valuing integrity and teamwork.

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

Supportive teammates and a rewarding work environment

Qualifications

• 2+ years’ experience in customer service, preferably in the industry.
• Exceptional communication and multitasking abilities.
• Proficiency in MS Office (Outlook, Word, Excel).

Responsibilities

• Assist with day-to-day administrative tasks and customer service.
• Maintain accurate data in agency systems and ensure task completion.
• Provide proactive service while adhering to company policies.

Skills

Customer service

Communication

Multitasking

Organizational skills

Education

High School Diploma (or equivalent)

Tools

MS Office

Job description

Join to apply for the Account Assistant - Commercial Lines role at Insurance Office of America.

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, 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 Assistant - Commercial Lines

Fully remote based out of Birmingham, AL office.

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. Specific responsibilities include data entry, word processing, reviewing policy forms for accuracy, handling transmittals to clients/insureds, and providing general office support.

Key Responsibilities

• Assist with general office tasks and administration.
• Assist with endorsements, audits, cancellations, reinstatements, and policy releases.
• Prepare check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.
• Maintain accurate and up-to-date data in agency systems.
• Ensure timely completion of tasks and activities.
• Keep the account team informed of workload status and any issues.
• Provide proactive and responsive service.
• Ensure productivity and quality standards are met.
• Participate in team building and promote a positive work environment.
• Seek and adopt best practices.
• Adhere to company policies and procedures.
• Enhance technical skills and industry knowledge.
• Foster positive relationships with colleagues and leadership.
• Perform additional tasks as assigned.
• Demonstrate integrity and leadership in line with IOA values.

Ideal Candidate Qualifications

• 2+ years’ experience in customer service, industry experience preferred.
• 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.
• 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.

Application Process

• 30-minute phone screen, online assessments, and interviews.

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

For more information, visit www.ioausa.com.

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Management and Manufacturing
• Industries: Insurance

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