Account Assistant: Policy & Data Support (Hybrid)

Insurance Office of America; Windermere (FL); Hybrid; USD 26,000 - 29,000; Full time

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays and sick time

Career growth opportunities

Job summary

Insurance Office of America is seeking an Account Assistant - Shared Services to support the account team with day-to-day administrative tasks, data entry, and policy processing in a hybrid Longwood, FL office.

Responsibilities include processing endorsements, audits, cancellations, and renewals; maintaining accurate data in agency systems; handling invoices and binders; and promoting service excellence and compliance.

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).

Responsibilities

• Office Support: Assist with general office tasks and administration.
• Policy Processing: 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.

Skills

Customer service

MS Office

High School Diploma

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America is seeking an Account Assistant - Shared Services to support the account team with day-to-day administrative tasks, data entry, and policy processing in a hybrid Longwood, FL office.

Responsibilities include processing endorsements, audits, cancellations, and renewals; maintaining accurate data in agency systems; handling invoices and binders; and promoting service excellence and compliance.