Remote Senior Account Associate, Commercial Lines

Insurance Office of America; Edison (NJ); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Competitive salaries and bonus潜?

Company-paid health insurance

401K with employer match

Professional growth and career prog.

Respectful culture and work/familylife

Community service commitment

Supportive teammates and a rewarding工作

Job summary

Insurance Office of America is seeking a Senior Account Associate - Commercial Lines to provide administrative and client support within the account team, reporting to an Account Manager, Account Executive, or Producer. The role emphasizes renewals, endorsements, and policy administration while ensuring accuracy and compliance.

Ideal candidates have 3+ years in insurance customer service, hold an active license (CISR preferred), and are proficient in MS Office.

Qualifications

• 3+ years of customer service experience in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Required active licensing, professional designation (CISR) preferred.
• Strong analytical, problem‑solving, and decision‑making skills.
• Exceptional customer service, communication, multitasking, and organizational skills.
• Proficiency in MS Office (Outlook, Word, Excel)

Responsibilities

• Direct day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
• Track policy expirations for existing clients, ensuring renewals are processed accurately and on time.
• Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters.
• Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.
• Assist in reviewing contracts to ensure proper coverages are included.
• Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Monitor and maintain activity/suspense to ensure timely completion.
• Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve individual and team performance.
• Demonstrate integrity and leadership in IOA values.

Skills

Customer service in insurance

Communication skills

Multitasking

Organizational skills

MS Office proficiency

Problem-solving

Education

High School Diploma or equivalent

Active insurance license

CISR designation preferred

Tools

MS Office

Job description

Insurance Office of America is seeking a Senior Account Associate - Commercial Lines to provide administrative and client support within the account team, reporting to an Account Manager, Account Executive, or Producer. The role emphasizes renewals, endorsements, and policy administration while ensuring accuracy and compliance.

Ideal candidates have 3+ years in insurance customer service, hold an active license (CISR preferred), and are proficient in MS Office.