Account Associate- Personal Lines Insurance- Remote

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

Job summary

Join a leading insurance brokerage as an Account Associate focusing on Personal Lines Insurance. This remote role requires strong customer service and organizational skills. You will manage client accounts, process endorsements, and collaborate with account managers to ensure outstanding service.

Benefits

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

Qualifications

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

Responsibilities

• Process endorsements and manage client inquiries.
• Handle policy changes, cancellations, and reinstatements.
• Collaborate with Account Managers to support servicing.

Skills

Customer Service

Communication

Multi-tasking

Organizational Skills

Decision Making

Education

High School Diploma

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 US, offering property and casualty, employee benefits, and personal lines insurance, along with risk management solutions and insurtech innovation. Headquartered in Longwood, Florida, with over 1,300 associates across more than 60 locations in the US and UK, including California (dba IOA Insurance Services). Visit www.ioausa.com for more info.

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 is vital in managing client accounts and delivering exceptional customer service. Responsibilities include processing endorsements, handling inquiries, managing cancellations, addressing return mail, and responding to underwriter memos. Collaboration with the account manager to foster client and agency relationships is key, with a focus on delivering outstanding service and supporting team growth.

Key Responsibilities

• Process endorsements and update management systems accurately.
• Provide excellent customer service by promptly responding to inquiries.
• Manage email and fax correspondence efficiently.
• Handle policy changes, 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 books of business.
• Maintain transparent communication with supervisors regarding obstacles and performance issues; accept coaching.
• Uphold IOA core values, demonstrating integrity and leadership.

Ideal Candidate Qualifications

• 3-5 years of industry or equivalent experience.
• Active state licensing as required.
• Exceptional customer service and communication skills.
• Strong multi-tasking, organizational, and decision-making skills.
• High accuracy in handling large workloads.
• 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 and rewarding work.

Application Process

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

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

Visit us at https://www.ioausa.com/.