Account Associate- Commercial Insurance (Remote)

Insurance Office of America; Moultrie (GA); Remote; USD 50,000 - 60,000; Full time

Benefits offered by this job

Competitive salaries and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick time

401K with employer match

Professional growth opportunities

Job summary

A leading insurance firm is seeking an Entry-level Account Associate for its team in Moultrie, GA. The role involves supporting the account team with administrative tasks, policy processing, and ensuring high standards of customer service. Candidates should have 2+ years of industry experience or 5+ years in customer service, along with active licensing. Benefits include competitive salary, health insurance, and professional growth opportunities in a supportive culture.

Qualifications

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

Responsibilities

• Assist in directing day‑to‑day activities of team and account assistant.
• Handle policy processing tasks including endorsements and cancellations.
• Maintain accurate data in agency systems.

Skills

Analytical skills

Problem-solving skills

Customer service skills

Multitasking skills

Organizational skills

Education

High School Diploma or equivalent

Tools

MS Office (Outlook, Word, Excel)

Job description

Job Title

Account Associate - Commercial Lines

Employment Type

Full-time

Seniority Level

Entry level

Job Function

Sales and Business Development

Industry

Insurance

Location

Longwood, FL (Remote within southeastern U.S.)

Work Mode

Remote (Southeastern U.S. Only). Individuals within a 50‑mile radius of a branch location may be required to work onsite in a hybrid capacity as needed to meet specific business needs. Remote work requires a dedicated, distraction‑free workspace and is not a substitute for personal responsibilities such as childcare or elder care.

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

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

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, communications, multitasking, and organizational skills.
• Proficiency in MS Office (Outlook, Word, Excel).
• High School Diploma (or equivalent).

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.
• 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).

Salary Range

Expected pay range: $50‑60K annually, depending on experience, relevant skills, and geographic location.

Equal Opportunity Employer

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