Commercial Insurance Account Associate (Remote)

Insurance Office of America, Inc.; United States; 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. This role involves supporting the account team with administrative tasks, ensuring service excellence, and fostering positive relationships. The ideal candidate will have a strong background in customer service and insurance brokerage, along with exceptional analytical and communication skills. With competitive salaries, health insurance, and a commitment to professional growth, this position offers a rewarding opportunity to contribute to a supportive and respectful work environment.

Benefits

Company-paid health insurance

401K with employer match

Paid holidays

Paid vacations

Paid sick time

Employee stock plan participation

Professional growth opportunities

Work/family life balance

Community service commitment

Supportive teammates

Qualifications

• 2+ years of industry experience or 5+ years in customer service.
• Strong knowledge of insurance brokerage and client needs.
• Required active Property & Casualty licensing.

Responsibilities

• Assist account team in administrative tasks and customer service.
• Handle policy processing including endorsements and audits.
• Maintain accurate data in agency systems.

Skills

Customer Service

Analytical Skills

Problem-Solving

Communication Skills

Multitasking

Organizational Skills

Education

High School Diploma or equivalent

Tools

MS Office (Outlook, Word, Excel)

Job description

Commercial Insurance Account Associate (Remote) page is loaded

Commercial Insurance Account Associate (Remote)

Apply remote type Remote locations Encino, CA Chandler, AZ Aliso Viejo, CA Reno, NV Los Angeles, CA time type Full time posted on Posted 2 Days Ago job requisition id R-631

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. R esponsibilities 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 licensin g

• 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.