Commercial Insurance Account Associate (Remote)

Insurance Office of America; Los Angeles (CA); Remote; USD 50,000 - 65,000; Full time

Job summary

A leading insurance company is looking for an Account Associate - Commercial Lines to support their team with various administrative tasks, policy processing, and enhancing customer relations. The ideal candidate needs considerable experience in the insurance industry along with strong analytical and customer service skills. This fully remote position will allow you to work alongside supportive teammates in a culture that promotes professional growth and work-life balance.

Benefits

Competitive salaries and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick time

401K with employer match

Employee stock plan participation

Professional growth and career progression opportunities

Respectful culture and work/family life balance

Community service commitment

Supportive teammates and a rewarding work environment

Qualifications

• 2+ years of industry experience, or 5+ years of related customer service experience.
• Required active Property & Casualty licensing.
• Thorough knowledge of insurance brokerage.

Responsibilities

• Assist the account team with administrative tasks and customer service.
• Handle policy processing including endorsements and cancellations.
• Maintain accurate data in agency systems and ensure service excellence.

Skills

Analytical skills

Problem-solving

Customer service

Communication

Multitasking

Organizational skills

Education

High School Diploma or equivalent

Tools

MS Office

Job description

Title : Account Associate - Commercial Lines

Fully Remote : Arizona, California, Nevada, Washington | supporting our Encino, CA office | Book Focus : General

About the Role : Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues.

Key Responsibilities :

Team Support : Assist in directing day-to-day activities of Team Support / Receptionist and Account Assistant.

Office Support : Assist with general office tasks and administration.

Policy Processing : Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.

Task Management : Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new / renewal business workflows.

Data Management : Maintain accurate and up-to-date data in agency systems.

Activity Monitoring : Ensure timely completion of tasks and activities.

Communication : Keep the account team informed of workload status and any issues.

Service Excellence : Provide proactive and responsive service.

Performance Monitoring : Ensure productivity and quality standards are met.

Promote Culture : Participate in team building and promote a positive work environment.

Continuous Improvement : Seek and adopt best practices.

Compliance : Stay updated on company policies and procedures.

Professional Development : Enhance technical skills and industry knowledge.

Relationship Building : Foster positive relationships with colleagues and leadership.

Champion IOA Values : Demonstrate integrity and leadership.

Ideal Candidate Qualifications :

2+ years of industry experience, OR 5+ years of related experience in customer service

Thorough knowledge of insurance brokerage and client needs

Required active Property & Casualty licensing

Strong analytical, problem-solving, and decision-making skills

Exceptional customer service, communications. multitasking, and organizational skills

Proficiency in MS Office (Outlook, Word, Excel)

High School Diploma (or equivalent)

What We Offer :

Competitive salaries and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick time

401K with employer match

Employee stock plan participation

Professional growth and career progression opportunities

Respectful culture and work / family life balance

Community service commitment

Supportive teammates and a rewarding work environment

What to Expect (Application Process) :

30-Minute Phone Screen, Online Assessments, and Interview(s)

Salary Range

Salary Range : $50,000.00 to $65,000.00

• salary range variable based on experience

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