Account Associate- Commercial Insurance- Remote

Community Options, Inc.; Montgomery (AL); Remote; USD 40,000 - 60,000; Full time

Job summary

A leading insurance brokerage is seeking an Account Associate - Commercial Lines to assist in administrative tasks and support the account team. Ideal candidates will have a strong customer service background and knowledge of insurance brokerage. This full-time position offers competitive salary, bonuses, and professional growth opportunities.

Benefits

Competitive salaries and bonus potential

Company-paid health insurance

Paid holidays and vacations

401K with employer match

Professional growth opportunities

Qualifications

• 2+ years of industry experience or 5+ years in customer service.
• Required active licensing.
• Thorough knowledge of insurance brokerage.

Responsibilities

• Assist in directing day-to-day activities of the account team.
• Handle endorsements, audits, cancellations, and more.
• Maintain accurate data in agency systems.

Skills

Analytical skills

Customer service skills

Multitasking

Organizational skills

Education

High School Diploma or equivalent

Tools

MS Office

Job description

Account Associate - Commercial Insurance - Remote

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.

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

• Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant.
• Assist with general office tasks and administration.
• Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.
• Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.
• 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.
• Stay updated on company policies and procedures.
• Enhance technical skills and industry knowledge.
• Foster positive relationships with colleagues and leadership.
• Demonstrate integrity and leadership in line with IOA values.

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, 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 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.

Visit us at https://www.ioausa.com/

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Sales and Business Development
• Industries: Insurance