Senior Account Associate- Commercial Insurance

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

Benefits offered by this job

Bonus potential

Health insurance

Paid time off

401K with match

Career growth

Work-life balance

Community service

Supportive teammates

Job summary

Insurance Office of America (IOA) is seeking a Senior Account Associate - Commercial Lines to provide administrative and customer service support to the account team, under the guidance of AM/AE/Producer. The role focuses on ensuring production and quality standards while safeguarding against errors and omissions, handling moderately complex client issues and small accounts.

The ideal candidate brings 3+ years in insurance customer service, active licensing (CISR preferred), strong analytical

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

• Lead day-to-day activities of Team Support/Receptionist and Account Associate.
• Track policy expirations and ensure renewals are processed on time.
• Handle policy endorsements, audits, cancellations, reinstatements, and related tasks.
• Support new and renewal business: gather underwriting info, submissions, coverages, pricing, proposals, issuance.
• Assist in reviewing contracts to ensure proper coverages.
• Monitor delinquent accounts and collect outstanding balances.
• Maintain agency management systems and carrier/vendor platforms.
• Ensure timely completion by monitoring activity/suspense.
• Communicate workload status and issues with the account team.
• Deliver proactive, high-quality service and respond quickly to requests.
• Stay updated on company policies and procedures.
• Seek best practices to improve performance.
• Demonstrate IOA values: integrity and leadership.

Skills

Customer service

Analytical skills

MS Office proficiency

Education

High School Diploma

CISR preferred

Tools

MS Office Suite

Job description

Job Description: Title: Senior Account Associate - Commercial Lines

Work Mode: Remote/ Eastern and Central Time Zones Only | Location/Supporting: Longwood, FL | Book Focus: General

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 skills


• Exceptional 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. Insurance Office of America (IOA) is one of the largest privately held independent insurance brokerages in the United States. Founded in 1988, IOA has more than 1,500 associates located in over 60 offices in the U.S., and it is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.