Hybrid Account Assistant - Insurance Admin & Service

Insurance Office of America; Town of Florida (NY); Hybrid; USD 26,000 - 29,000; Full time

Benefits offered by this job

Bonus potential

Health insurance

Time off

401K

Employee stock plan

Career progression

Culture & balance

Community service

Team support

Job summary

Insurance Office of America in Longwood, FL, is seeking an Account Assistant - Shared Services to support the account team with data entry, policy processing, and office tasks in a hybrid setting.

This role emphasizes accuracy, timely execution, and customer service, with duties ranging from endorsements and invoices to maintaining data in agency systems. Ideal candidates have 2+ years in customer service and a HS diploma.

Qualifications

• 2+ years' experience in customer service, insurance industry a plus.
• Exceptional customer service, communication, multitasking, and organizational skills.
• Proficiency in MS Office (Outlook, Word, Excel).
• High School Diploma (or equivalent).

Responsibilities

• Assist with day-to-day administrative tasks and customer service tasks.
• Handle data entry, word processing, and policy form accuracy checks.
• Process endorsements, audits, cancellations, reinstatements, and releases.
• Prepare invoices, summaries, and various documents; maintain data in systems.
• Ensure timely completion of tasks and communicate workload status.

Skills

Customer service

Multitasking

Organizational skills

MS Office

Education

High School Diploma

Tools

MS Office Suite

Job description

Insurance Office of America in Longwood, FL, is seeking an Account Assistant - Shared Services to support the account team with data entry, policy processing, and office tasks in a hybrid setting.

This role emphasizes accuracy, timely execution, and customer service, with duties ranging from endorsements and invoices to maintaining data in agency systems. Ideal candidates have 2+ years in customer service and a HS diploma.