Account Associate- Personal Lines Insurance- Remote

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

Job summary

A leading company in the insurance sector is seeking an Account Associate for Personal Lines Insurance. This remote role focuses on managing client accounts and delivering exceptional customer service. The ideal candidate will have relevant experience, strong communication skills, and a commitment to upholding company values. The position offers competitive salary, benefits, and opportunities for professional growth.

Benefits

Company-paid health insurance

Paid holidays, vacation, and sick leave

401K plan with employer match

Participation in employee stock plans

Opportunities for professional growth

Respectful work culture

Community service involvement

Qualifications

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

Responsibilities

• Process endorsements and update management systems accurately.
• Deliver excellent customer service by promptly addressing inquiries.
• Collaborate with Account Managers to support servicing of client portfolios.

Skills

Customer Service

Communication

Multi-tasking

Organizational

Decision Making

Education

High School Diploma

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, and risk management solutions, along with insurtech innovation. Headquartered in Longwood, Florida, IOA has over 1,300 associates across more than 60 offices in the U.S. and the UK. In California, it operates as IOA Insurance Services. For more information, visit www.ioausa.com.

Job Description

Title: Personal Lines Account Associate

Remote Location: 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. A key focus is to collaborate with the account manager to nurture client and agency relationships, contributing to the team's success through outstanding service and relationship growth.

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 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 and implement coaching.
• Uphold IOA's core values, demonstrating integrity and leadership.

Ideal Candidate Qualifications

• 3-5 years of relevant industry experience or equivalent.
• Active licensing as required by the state.
• 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, vacation, and sick leave.
• 401K plan with employer match.
• Participation in employee stock plans.
• Opportunities for professional growth and career advancement.
• Respectful work culture and work/life balance.
• Community service involvement.
• Supportive team environment and rewarding work experience.

Application Process

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

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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