Account Associate- Personal Lines Insurance- Remote

Insurance Office of America; Ormond Beach (FL); Remote; USD 40,000 - 55,000; Full time

Job summary

A leading company in the insurance sector seeks a Personal Lines Account Associate to manage client accounts and deliver exceptional service. This remote role emphasizes collaboration, communication, and high accuracy in processing endorsements and inquiries. Ideal candidates will have relevant experience and active licensing, along with strong organizational skills. The company 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

Respectful culture and work-life balance

Community service involvement

Supportive team environment

Qualifications

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

Responsibilities

• Process endorsements and manage client accounts.
• Provide customer service and handle policy changes.
• Collaborate with Account Managers.

Skills

Customer Service

Communication

Organizational Skills

Multi-tasking

Decision-making

Education

High School Diploma

Tools

MS Office

Job description

Account Associate- Personal Lines Insurance- Remote

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Company Overview

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. Headquartered in Longwood, Florida, IOA has over 1,300 associates across more than 60 offices in the U.S. and the UK. 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 involves 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 essential for success.

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.
• Prepare proofs of insurance accurately and promptly.
• Collaborate with Account Managers to support servicing of books of business.
• Maintain communication with supervisors regarding performance and issues.
• Demonstrate IOA's core values, integrity, and leadership.

Ideal Candidate Qualifications

• 3-5 years of relevant industry experience or equivalent.
• Active state licensing required.
• Exceptional customer service and communication skills.
• Strong organizational, multi-tasking, 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 and 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.