Commercial Insurance Account Associate (Remote)

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

Job summary

An established industry player is seeking a Commercial Insurance Account Associate to join their remote team. In this role, you will assist in daily administrative tasks and customer service, ensuring accuracy and compliance with company standards. The ideal candidate will have a strong background in customer service and insurance brokerage, along with exceptional communication and analytical skills. This position offers competitive salary and benefits, a supportive work environment, and opportunities for professional growth. If you are looking for a rewarding career in the insurance industry, this is the perfect opportunity for you.

Benefits

Company-paid health insurance

Paid holidays

401K with employer match

Employee stock plan participation

Opportunities for professional growth

Respectful culture and work-life balance

Community service involvement

Qualifications

• 2+ years of industry experience or 5+ years of related customer service experience.
• Active Property & Casualty license is required.
• Thorough knowledge of insurance brokerage and client needs.

Responsibilities

• Assist the account team with administrative tasks and customer service duties.
• Process policies, endorsements, and billing discrepancies.
• Maintain accurate data in agency systems and ensure timely completion.

Skills

Customer Service

Analytical Skills

Problem-Solving

Communication Skills

Multitasking

Education

High School Diploma or equivalent

Tools

MS Office (Outlook, Word, Excel)

Job description

Commercial Insurance Account Associate (Remote)

Join to apply for the Commercial Insurance Account Associate (Remote) role at Insurance Office of America.

Job Description

Title: Account Associate - Commercial Lines

Location: 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, customer service duties, and meeting performance standards related to production and quality. Ensure accuracy to avoid liability from errors or omissions. Responsibilities include resolving routine administrative and customer service issues.

Key Responsibilities:

• Support the team by assisting in daily activities of Team Support/Receptionist and Account Assistant.
• Help with general office tasks and administrative duties.
• Process policies including endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.
• Identify and reconcile billing discrepancies, review policy forms, prepare submissions, conduct online rating, and support new/renewal workflows.
• Maintain accurate data in agency systems.
• Ensure timely completion of assigned activities.
• Keep the account team informed about workload and issues.
• Provide proactive and responsive customer service.
• Ensure productivity and quality standards are met.
• Participate in team building and promote a positive work environment.
• Seek continuous improvement and adopt best practices.
• Stay updated on company policies and procedures.
• Enhance technical skills and industry knowledge.
• Foster positive relationships with colleagues and leadership.
• Demonstrate integrity and leadership aligned with IOA values.

Ideal Candidate Qualifications:

• 2+ years of industry experience or 5+ years of related customer service experience.
• Thorough knowledge of insurance brokerage and client needs.
• Active Property & Casualty license is required.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional customer service, communication, multitasking, and organizational skills.
• 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 progression.
• Respectful culture and work-life balance.
• Community service involvement.
• Supportive team environment and rewarding work.

Application Process:

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

Salary Range:

$50,000 - $65,000 (variable based on experience).

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

Additional Details:

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Sales and Business Development
• Industry: Insurance