Policy Services Assistant - Data Entry & Admin (Hybrid)

Insurance Office Of America; DeLand (FL); Hybrid; USD 26,000 - 29,000; Full time

Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays and vacation

Job summary

Insurance Office of America seeks an Account Assistant - Shared Services to support the account team with day-to-day administrative tasks and customer service activities. The role involves data entry, document processing, and ensuring accuracy of policy forms, with a focus on timely, high-quality support.

The position offers a hybrid work arrangement based in Longwood, FL, with 3-4 days in the office, and a pathway for professional development and growth within IOA.

Qualifications

• 2+ years' experience in customer service, industry experience preferred.
• Exceptional customer service, communication, multitasking, and organizational skills.
• Proficiency in MS Office (Outlook, Word, Excel).

Responsibilities

• Office Support: Assist with general office tasks and administration.
• Policy Processing: Assist with endorsements, audits, cancellations, reinstatements, and policy releases.
• Task Management: Prepare check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.
• 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: Adhere to company policies and procedures.
• Professional Development: Enhance technical skills and industry knowledge.
• Relationship Building: Foster positive relationships with colleagues and leadership.
• Other Duties: Perform additional tasks as assigned.
• Champion IOA Values: Demonstrate integrity and leadership.

Skills

Customer service

Multitasking

Organizational skills

Communication

Education

High School Diploma or equivalent

Tools

MS Office (Outlook, Word, Excel)

Job description

Insurance Office of America seeks an Account Assistant - Shared Services to support the account team with day-to-day administrative tasks and customer service activities. The role involves data entry, document processing, and ensuring accuracy of policy forms, with a focus on timely, high-quality support.

The position offers a hybrid work arrangement based in Longwood, FL, with 3-4 days in the office, and a pathway for professional development and growth within IOA.