Remote Senior Commercial Lines Account Associate

Insurance Office of America; Roswell (GA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401K with company match

Paid holidays

Job summary

Insurance Office of America seeks a Senior Account Associate for Commercial Lines. The role provides administrative and customer service support to the account team and works under supervision to ensure quality standards while handling moderately complex accounts.

The position offers remote work with Eastern/Central time-zone flexibility, focusing on policy management, renewals, and client research to bind coverage and issue proposals.

Qualifications

• 3+ years of customer service experience in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active licensing required; 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

• Direct day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
• Track policy expirations and ensure renewals.
• Process endorsements, audits, cancellations, reinstatements, and related documents.
• Support new and renewal business: research, underwriting information, proposals, bind coverage.
• Review contracts for proper coverages.
• Monitor delinquent accounts and collect balances.
• Maintain agency management systems and carrier platforms.
• Communicate workload status to the account team.
• Deliver excellent service and proactively anticipate needs.
• Stay updated on company policies.
• Seek continuous improvement and champion IOA values.

Skills

Customer service

Insurance knowledge

Licensing

CISR

MS Office

Communication

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America seeks a Senior Account Associate for Commercial Lines. The role provides administrative and customer service support to the account team and works under supervision to ensure quality standards while handling moderately complex accounts.

The position offers remote work with Eastern/Central time-zone flexibility, focusing on policy management, renewals, and client research to bind coverage and issue proposals.