Senior Account Associate- Commercial Insurance

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

Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays, vacations, and sicktime

Professional growth opportunities

Job summary

Insurance Office of America is seeking a Senior Account Associate for Commercial Lines to provide administrative and customer service support to the account team, Producer, and assigned accounts. You will work under supervision to ensure accurate renewals, proper coverages, and timely file maintenance.

Ideal candidates have 3+ years in insurance, strong communication, and MS Office skills, with active licensing preferred (CISR).

Qualifications

• 3+ years of customer service experience in the insurance industry.
• Strong knowledge of insurance brokerage and client needs.
• Active licensing, CISR preferred.
• Analytical, problem-solving, and decision-making skills.
• Excellent customer service, communication, multitasking, and organization.
• 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 are processed on time.
• Handle policy endorsements, audits, cancellations, reinstatements, and related documents.
• Support new and renewal business: client research, underwriting info, submissions, proposals, binding.
• Review contracts to ensure proper coverages.
• Maintain agency management systems and data accuracy.
• Communicate workload status and issues with the account team.

Skills

Customer service

Analytical skills

Problem-solving

Decision-making

Communication

Multitasking

Organizational skills

Active licensing

Education

High School Diploma or equivalent

CISR (preferred)

Tools

Outlook

Word

Excel

Job description

Job Description

Title: Senior Account Associate - Commercial Lines

Work Mode: Remote: Eastern and Central Times Zones Only | Location/Supporting: Longwood, FL | Book Focus: Contractors, Hospitality, Real Estate

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations

About the Role:

Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage small-sized accounts or those with the least complex needs.

Key Responsibilities

• Team Leadership: Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
• Policy Management: Track policy expirations for existing clients, ensuring renewals are processed accurately and on time.
• Task Processing: 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.
• New and Renewal Business Support: 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.
• Contract Review: Assist in reviewing contracts to ensure proper coverages are included.
• Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.
• Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Policy Compliance: Stay updated on company policies and procedures.
• Continuous Improvement: Seek and adopt best practices to improve individual and team performance.
• Champion IOA Values: Demonstrate integrity and leadership.

Ideal Candidate 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 skillsExceptional customer service, communication, multitasking, and organizational skills
• Proficiency in MS Office (Outlook, Word, Excel)
• High School Diploma (or equivalent)

What We Offer

• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment

What To Expect (Application Process)

• 30-Minute Phone Screen, Online Assessments, and Interview(s)

Salary Range

The expected pay range for this position is 55-75K annually, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.