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Account Associate- Commercial Insurance- Remote

Insurance Office of America

Virginia (MN)

Remote

USD 40,000 - 60,000

Full time

Yesterday
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Job summary

A leading insurance company is seeking an Account Associate for a remote role. The successful candidate will support the account team with administrative and customer service tasks while ensuring the delivery of high-quality service. With a focus on strong organizational skills and analytical abilities, this position offers opportunities for professional growth and competitive benefits.

Benefits

Competitive salaries and bonus potential
Company-paid health insurance
401K with employer match
Paid holidays and vacation
Opportunities for professional growth

Qualifications

  • 2+ years of industry experience or 5+ years of related customer service experience.
  • Strong analytical, problem-solving, and decision-making skills.
  • Active insurance licensing required.

Responsibilities

  • Assist account team with administrative tasks and customer service.
  • Manage policy processing, endorsements, and billing.
  • 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

Job description

Account Associate- Commercial Insurance- Remote

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Account Associate- Commercial Insurance- Remote

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Job Description

Title: Account Associate - Commercial Lines

Job Description

Title: Account Associate - Commercial Lines

Remote: With appropriate licensing. Will consider a 4-40 or General P&C License | Supporting: Longwood, FL| Book Focus: Large/ Habitational, not Condo

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: ioausa.com/locations

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)

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 40-60K annually, 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.

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

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