Account Associate- Personal Lines Insurance- Remote

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

Job summary

Join a leading insurance brokerage as a Personal Lines Account Associate. This remote role focuses on managing client accounts, delivering exceptional service, and collaborating with Account Managers. Ideal candidates possess strong communication skills and industry experience. Enjoy competitive salary, benefits, and opportunities for growth.

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

Respectful culture supporting work/life balance

Community service involvement

Supportive team environment

Qualifications

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

Responsibilities

• Process endorsements and update management systems accurately.
• Provide excellent customer service by promptly addressing inquiries.
• Manage email and fax correspondence efficiently.

Skills

Customer Service

Communication

Multi-tasking

Organizational Skills

Decision Making

Education

High School diploma or equivalent

Tools

MS Office

Job description

Account Associate - Personal Lines Insurance - Remote

Join us at Insurance Office of America as an Account Associate - Personal Lines Insurance - Remote.

About IOA: Founded in 1988, IOA is the fourth largest privately held insurance brokerage in the U.S., specializing in property and casualty, employee benefits, personal lines insurance, and risk management. Headquartered in Longwood, Florida, with over 1,300 associates across more than 60 offices in the U.S. and UK. For more info, visit www.ioausa.com.

Job Details

Title: Personal Lines Account Associate

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

Experience: Quoting and binding personal lines policies

Role Overview

This role involves managing client accounts and delivering exceptional customer service. Responsibilities include processing endorsements, handling client inquiries, managing cancellations, addressing return mail, and responding to underwriter memos. Collaboration with the account manager to nurture client and agency relationships is key, with a focus on outstanding service and relationship growth.

Key Responsibilities

• Process endorsements and update management systems accurately.
• Provide excellent customer service by promptly addressing inquiries.
• Manage email and fax correspondence efficiently.
• Handle policy changes such as cancellations and reinstatements.
• 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 support servicing of client portfolios.
• Maintain transparent communication with supervisors regarding obstacles and performance issues; seek coaching and improvement.
• Demonstrate IOA's core values, integrity, and leadership.

Ideal Candidate Qualifications

• 3-5 years of industry experience or equivalent
• Active state licensing
• Exceptional customer service and communication skills
• Strong multi-tasking, 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
• Respectful culture supporting work/life balance
• Community service involvement
• Supportive team environment

Application Process

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

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