Account Associate- Personal Lines Insurance- Remote

Insurance Office of America; Orlando (FL); Remote; USD 45,000 - 55,000; Full time

Job summary

A leading company in the insurance sector seeks an Account Associate to manage client accounts and deliver exceptional service. The ideal candidate will have 3-5 years of experience, strong communication skills, and proficiency in MS Office. This remote position offers competitive salary, health insurance, and opportunities for professional 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 and career advancement

Respectful culture balancing work and family life

Community service involvement

Supportive team environment

Qualifications

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

Responsibilities

• Process endorsements and update management systems accurately.
• Provide excellent customer service by promptly addressing inquiries.
• Manage policy changes, cancellations, and reinstatements.

Skills

Customer Service

Communication

Organizational Skills

Multi-tasking

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.

About the Company

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, risk management solutions, and insurtech innovation. Headquartered in Longwood, Florida, IOA has over 1,300 associates across more than 60 offices in the U.S. and the U.K. 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 is vital 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 involves nurturing client and agency relationships and contributing to team success through outstanding service.

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, cancellations, and reinstatements.
• Manage return mail and update address/policy details as needed.
• Communicate effectively with insurance companies and customers 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.
• Demonstrate IOA’s core values, 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 multi-tasking, organizational, and decision-making skills.
• 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 balancing work and family life.
• 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.