Account Assistant - Shared Services

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

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays

Career progression

Stock plan participation

Job summary

Insurance Office of America in Winter Park/Longwood, FL is seeking an Account Assistant to support the account team with day-to-day administrative tasks and policy processing in a hybrid environment.

The role emphasizes data accuracy, customer service excellence, and coordination across the office to meet production and quality standards.

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)

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.

Skills

Customer service

Multitasking

Organizational skills

Education

High School Diploma

Tools

MS Office

Job description

Account Assistant - Shared Services

Hybrid 3-4 days out of one of our Longwood, FL office

Job Description

Account Assistant - Shared Services

Hybrid 3-4 days out of one of our Longwood, FL 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)

Salary Range

The expected pay range for this position is $19.00 to $21.50 per hour, 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.