Account Associate- Personal Lines Insurance- Remote

Insurance Office of America; Boca Raton (FL); Remote; USD 55,000 - 65,000; Full time

Job summary

A leading company in the insurance sector is seeking a Personal Lines Account Associate to manage client accounts and provide exceptional customer service. This remote position requires strong communication skills and the ability to handle multiple tasks effectively. The ideal candidate will have 3-5 years of industry experience and a high school diploma. The role involves processing policy changes, managing correspondence, and collaborating with account managers to nurture client relationships.

Benefits

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

Qualifications

• 3-5 years of industry experience required.
• State required active licensing.
• Exceptional customer service and communication skills.

Responsibilities

• Process endorsements and manage client inquiries.
• Deliver excellent customer service and manage correspondence.
• Collaborate with Account Managers to support servicing.

Skills

Customer Service

Communication

Organization

Multi-tasking

Decision-Making

Education

High School diploma

Tools

MS Office

Job description

Account Associate- Personal Lines Insurance- Remote

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Account Associate- Personal Lines Insurance- Remote

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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: Personal Lines Account Associate

Remote: Florida Residents only | Based out of Longwood, FL| Experience: Quoting and Binding Personal Lines Policies

About the Role:Plays a crucial role in managing client accounts and providing exceptional customer service. Working closely with the account manager, the responsibilities will include processing endorsements, handling client inquiries, managing cancellations, addressing return mail, and responding to underwriter memos. Beyond these tasks, a key focus of the role will be to collaborate with the account manager in nurturing client and agency relationships. Their ability to deliver outstanding customer service and contribute to the growth of these relationships will be essential to their team's success.

Key Responsibilities

• Process Endorsements:Accurately update management systems as required.
• Customer Service:Deliver excellent customer service by promptly addressing customer inquiries.
• Correspondence Management:Manage email and fax correspondence efficiently.
• Policy Changes:Handle cancellations, reinstatements, and address any changes needed.
• Return Mail:Manage return mail and update address/policy details as necessary.
• Communication:Communicate effectively with insurance companies and customers to fulfill underwriting requirements.
• Proofs of Insurance:Prepare proof of insurance promptly and accurately.
• Team Collaboration:Collaborate closely with Account Managers to support servicing of books of business.
• Supervisor Communication:Maintain frequent and transparent communication with supervisor regarding any obstacles and issues affecting ability to meet performance expectations; seek, accept, and implement performance coaching.
• Champion IOA core values and demonstrate integrity and leadership.
  
  

Ideal Candidate Qualifications

• 3-5 years of industry (or equivalent) experience
• State required active licensing
• Exceptional customer service and communication skills
• Strong multi-tasking, organizational, and decision-making skills
• High accuracy in handling large work volumes
• 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)
  
  

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

https://www.ioausa.com/

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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