Remote Senior Insurance Account Associate

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

Benefits offered by this job

Health insurance

401K plan

Paid time off

Career growth

Job summary

Insurance Office of America (IOA) seeks a Senior Account Associate - Commercial Lines to support the account team and producers with administrative and client service tasks. You will manage policy expirations, renewals, endorsements, and submissions, while ensuring accuracy and timely processing.

The role offers remote work within Eastern/Central Time Zones with occasional on-site collaboration as needed. The ideal candidate has 3+ years in insurance client service, active licensing (CISR

Qualifications

• 3+ years of customer service experience in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active licensing; CISR designation 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 of Team Support/Receptionist, Account Assistant, and/or Account Associate.
• Track policy expirations and ensure renewals are processed on time.
• Handle endorsements, audits, cancellations, reinstatements, and related documents.
• Support new and renewal business with research, submissions, proposals, and pricing.
• Review contracts to ensure proper coverages.
• Monitor accounts receivable and collect outstanding balances.
• Maintain agency management systems and carrier/vendor platforms.
• Communicate workload status and issues with the account team.
• Deliver proactive, high-quality service and adhere to policies.

Skills

Customer service

Insurance knowledge

Communication

Problem solving

Multitasking

Organizational skills

MS Office

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America (IOA) seeks a Senior Account Associate - Commercial Lines to support the account team and producers with administrative and client service tasks. You will manage policy expirations, renewals, endorsements, and submissions, while ensuring accuracy and timely processing.

The role offers remote work within Eastern/Central Time Zones with occasional on-site collaboration as needed. The ideal candidate has 3+ years in insurance client service, active licensing (CISR