Remote Senior Account Associate - Commercial Lines

Insurance Office of America; Frisco (TX); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Paid holidays

401K with employer match

Career growth

Work-life balance

Community service

Job summary

Insurance Office of America in Longwood, FL seeks a Senior Account Associate - Commercial Lines to provide administrative and client service support to the account team, under the guidance of an Account Manager, AE, or Producer.

The role emphasizes policy management, renewals, onboarding, and collaboration with carriers and internal teams to deliver accurate, timely service and protect clients from liability.

Qualifications

• 3+ years of customer service experience in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• 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).
• High School Diploma or equivalent.

Responsibilities

• Assist in directing 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.

Skills

Customer service

Communication

Problem solving

Organizational skills

Education

High School Diploma or equivalent

Tools

MS Office

Job description

Insurance Office of America in Longwood, FL seeks a Senior Account Associate - Commercial Lines to provide administrative and client service support to the account team, under the guidance of an Account Manager, AE, or Producer.

The role emphasizes policy management, renewals, onboarding, and collaboration with carriers and internal teams to deliver accurate, timely service and protect clients from liability.