Senior Account Associate- Commercial Insurance- Remote

Insurance Office of America; Jacksonville (FL); Remote; USD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Senior Account Associate to provide exceptional administrative and customer service support. This remote role focuses on managing accounts, ensuring timely processing of renewals, and maintaining high-quality standards. The ideal candidate will have a strong background in customer service within the insurance sector, excellent communication skills, and the ability to multitask effectively. Join a supportive team that values integrity and fosters professional growth, all while contributing to a culture of respect and work/life balance.

Benefits

Company-paid health insurance

Paid holidays, vacations, and sick leave

401K with employer match

Employee stock plan participation

Opportunities for professional growth

Respectful culture promoting work/life balance

Community service involvement

Supportive team environment

Qualifications

• 3+ years in customer service within the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.

Responsibilities

• Assist in directing day-to-day activities and workflow of team support staff.
• Track policy expirations, ensure renewals are processed accurately and timely.

Skills

Customer Service

Analytical Skills

Problem-Solving

Communication Skills

Multitasking

Education

High School Diploma or equivalent

Tools

MS Office (Outlook, Word, Excel)

Job description

Senior Account Associate- Commercial Insurance- Remote

Join to apply for the Senior Account Associate- Commercial Insurance- Remote role at Insurance Office of America.

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions, as well as insurtech innovation. Headquartered in Longwood, Florida, IOA has over 1,300 associates across more than 60 offices in the U.S. and the United Kingdom. In California, it operates as IOA Insurance Services. For more information, visit www.ioausa.com.

Job Description

Title: Senior Account Associate - Commercial Lines
Location: Remote | Based out of Longwood, FL | Book Focus: Construction

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

• Assist in directing day-to-day activities and workflow of team support staff.
• Track policy expirations, ensure renewals are processed accurately and timely.
• Handle policy endorsements, audits, cancellations, reinstatements, and related documents.
• Support new and renewal business processes, including client research, underwriting, loss analysis, proposals, binding, and follow-up.
• Review contracts for proper coverage inclusion.
• Monitor accounts receivable and take action on delinquent accounts.
• Maintain agency management systems and carrier/vendor platforms for data accuracy.
• Ensure timely completion of activities and maintain clear communication with the team.
• Deliver excellent service, anticipate client needs, and respond promptly.
• Stay updated on company policies and pursue continuous improvement.
• Demonstrate integrity and leadership, embodying IOA values.

Ideal Candidate Qualifications

• 3+ years in customer service within 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, multitasking, and organizational skills.
• Excellent communication skills.
• Proficiency in MS Office (Outlook, Word, Excel).
• High School Diploma or equivalent.

What We Offer

• Competitive salary and bonus potential.
• Company-paid health insurance.
• Paid holidays, vacations, and sick leave.
• 401K with employer match.
• Employee stock plan participation.
• Opportunities for professional growth and career progression.
• Respectful culture promoting work/life balance.
• Community service involvement.
• Supportive team environment and rewarding work.

Application Process

• 30-minute phone screen, online assessments, and interviews.

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