Account Associate - Commercial Lines (Hybrid or Remote Opportunity)

Insurance Office of America; Burlington (VT); Hybrid; USD 30,000 - 50,000; 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

Respectful culture and work/life balance

Job summary

A regional insurance agency is seeking an Account Associate for Commercial Lines. This hybrid or remote role requires an active P&C license and at least 2 years of experience, focusing on administrative support and customer service in the insurance sector. The ideal candidate possesses strong analytical and communication skills and is proficient in MS Office. Competitive salary and benefits offered.

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 property & casualty (P&C) licensing.

Responsibilities

• Assist in completing day-to-day administrative tasks and customer service tasks.
• Maintain accurate and up-to-date data in agency systems.
• Handle endorsements, cancellations, policy releases, and check requests.

Skills

Customer service

Problem-solving

Analytical skills

Communication

Multitasking

Organizational skills

Education

High School Diploma or equivalent

Tools

MS Office (Outlook, Word, Excel)

Job description

Account Associate - Commercial Lines (Hybrid or Remote Opportunity)

Join to apply for the Account Associate - Commercial Lines (Hybrid or Remote Opportunity) role at Insurance Office of America.

Hybrid Preferred: 1‑2 days in office at either our Columbia, SC or Lexington, SC locations, or Fully Remote for Eastern and Central Time Zones.
Requirements: active P&C license and at least 2 years prior experience.
Book Focus: General.

Remote work policy requires a dedicated, distraction‑free workspace; remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. Individuals residing within a 50‑mile radius of a branch location may be required to work onsite in a hybrid capacity as necessary for business needs. To view branch locations, please visit: ioausa.com/locations.

About the Role:

Assist the account team in completing day‑to‑day administrative tasks, recurring customer service tasks, and meet 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 property & casualty (P&C) 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
• 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 $30K to $50K per year, 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.