Account Assistant - Commercial Lines

Insurance Office of America; Topeka (KS); Remote; USD 40,000 - 55,000; Full time

Job summary

A leading insurance brokerage is seeking an entry-level Account Assistant to support the account team with administrative and customer service tasks. This role involves data management, policy processing, and ensuring excellent service delivery. Ideal candidates will have strong organizational and communication skills, along with proficiency in MS Office. Join a supportive and inclusive work environment that promotes growth and career progression.

Benefits

Competitive salaries and bonus potential

Company-paid health insurance

Paid holidays and vacations

401K with employer match

Employee stock plan participation

Professional growth opportunities

Work/life balance

Community service commitment

Qualifications

• 2+ years’ experience in customer service, preferably in the insurance industry.
• Exceptional customer service and communication skills required.
• Proficiency in MS Office (Outlook, Word, Excel) is essential.

Responsibilities

• Assist account team with administrative and customer service tasks.
• Maintain accurate data and manage policy processes.
• Provide proactive service and monitor task completion.

Skills

Customer Service

Communication

Multitasking

Organizational Skills

Proficiency in MS Office

Education

High School Diploma or equivalent

Job description

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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, 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 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

• Office Support:Assist with general office tasks and administration.
• Policy Processing:Assist with endorsements, audits, cancellations, reinstatements, and policy releases.
• Task Management:Prepare check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.
• 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:Adhere to company policies and procedures.
• Professional Development:Enhance technical skills and industry knowledge.
• Relationship Building:Foster positive relationships with colleagues and leadership.
• Other Duties:Perform additional tasks as assigned.
• Champion IOA Values:Demonstrate integrity and leadership.
  
  

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
  
  

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

  Management and Manufacturing

• Industries

  Insurance

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