Account Associate- Personal Lines Insurance- Remote

Insurance Office of America; Fort Lauderdale (FL); Remote; USD 45,000 - 60,000; Full time

Job summary

A leading insurance brokerage is seeking a Personal Lines Account Associate to manage client accounts and provide exceptional customer service. The role involves processing endorsements, handling inquiries, and collaborating with account managers. Ideal candidates should have 3-5 years of experience and strong communication skills.

Benefits

Competitive salary and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick leave

401K with employer match

Employee stock plan participation

Opportunities for professional growth

Supportive team environment

Qualifications

• 3-5 years of industry or equivalent experience.
• Active licensing as required by the state.

Responsibilities

• Process endorsements and manage client inquiries.
• Deliver excellent customer service and handle policy changes.
• Communicate with insurance companies to meet underwriting requirements.

Skills

Customer Service

Communication

Multitasking

Organizational Skills

Decision-Making

Education

High School diploma or equivalent

Tools

MS Office

Job description

Account Associate- Personal Lines Insurance- Remote

Join to apply for the Account Associate- Personal Lines Insurance- Remote role at Insurance Office of America.

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA specializes in property and casualty, employee benefits, personal lines insurance, and risk management solutions, including insurtech innovation. Headquartered in Longwood, Florida, IOA has over 1,300 associates across more than 60 offices in the U.S. and the United Kingdom. For more information, visit www.ioausa.com.

Job Description

Title: Personal Lines Account Associate

Location: Remote (Florida Residents only, based out of Longwood, FL)

Experience: Quoting and Binding Personal Lines Policies

About the Role:

This role plays a crucial part in managing client accounts and delivering exceptional customer service. Working closely with the account manager, responsibilities include processing endorsements, handling client inquiries, managing cancellations, addressing return mail, and responding to underwriter memos. The role also focuses on nurturing client and agency relationships to support team growth and success.

Key Responsibilities

• Process endorsements and update management systems accurately.
• Deliver excellent customer service by promptly addressing inquiries.
• Manage email and fax correspondence efficiently.
• Handle policy changes, cancellations, reinstatements, and address updates.
• Manage return mail and update address/policy details.
• Communicate effectively with insurance companies and clients to meet underwriting requirements.
• Prepare proofs of insurance accurately and promptly.
• Collaborate with Account Managers to service books of business.
• Maintain transparent communication with supervisors regarding obstacles and performance issues; seek coaching as needed.
• Uphold IOA’s core values, demonstrating integrity and leadership.

Ideal Candidate Qualifications

• 3-5 years of industry or equivalent experience.
• Active licensing as required by the state.
• Exceptional customer service and communication skills.
• Strong multitasking, organizational, and decision-making abilities.
• High accuracy in handling large volumes of work.
• Proficiency in MS Office (Outlook, Word, Excel).
• High School diploma or equivalent.

What We Offer

• Competitive salary and bonus potential.
• Company-paid health insurance.
• Paid holidays, vacations, and sick leave.
• 401K with employer match.
• Employee stock plan participation.
• Opportunities for professional growth and career advancement.
• A respectful culture supporting work/life balance.
• Community service involvement.
• Supportive team environment and rewarding work.

Application Process

• 30-minute phone screen, online assessments, and interviews.

Insurance Office of America is an equal opportunity employer committed to diversity and inclusion.

For more information, visit www.ioausa.com.