Senior Account Associate- Commercial Insurance- Remote

Insurance Office of America; Tampa (FL); Remote; USD 50,000 - 80,000; Full time

Job summary

Ein etabliertes Unternehmen in der Versicherungsbranche sucht einen Senior Account Associate für die Unterstützung des Account-Teams. Diese spannende Rolle umfasst die Verwaltung von Kundenbeziehungen, die Bearbeitung von Policen und die Gewährleistung eines hervorragenden Kundenservices. Mit über 30 Jahren Erfahrung in der Branche bietet das Unternehmen ein respektvolles Arbeitsumfeld, das Wert auf berufliches Wachstum und eine ausgewogene Work-Life-Balance legt. Wenn Sie eine Leidenschaft für den Kundenservice haben und Teil eines unterstützenden Teams werden möchten, ist diese Gelegenheit ideal für Sie.

Benefits

Wettbewerbsfähiges Gehalt und Bonusmöglichkeiten

Krankenversicherung auf Unternehmenskosten

Bezahlte Feiertage, Urlaub und Krankheitsurlaub

401K mit Unternehmensbeitrag

Mitarbeiteraktienplan

Möglichkeiten zur beruflichen Weiterentwicklung

Respektvolle Unternehmenskultur

Engagement für Gemeindedienst

Qualifications

• 3+ Jahre Erfahrung im Kundenservice im Versicherungsbereich.
• Aktive Lizenz erforderlich; professionelle Bezeichnung (CISR) bevorzugt.

Responsibilities

• Unterstützung des Teams bei der täglichen Arbeit und dem Workflow.
• Verwaltung von Policen, einschließlich Erneuerungen und Änderungen.

Skills

Kundenservice

Analytische Fähigkeiten

Multitasking

Organisation

Kommunikationsfähigkeiten

Education

High School Diplom oder gleichwertig

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 specializes in property and casualty, employee benefits, personal lines insurance, and risk management solutions, along with insurtech innovation. Headquartered in Longwood, Florida, IOA has over 1,300 associates across more than 60 offices in the U.S. and the UK. 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 (Florida only) | Based out of Longwood, FL
Book Focus: General, 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 and ensure renewals are processed accurately and timely.
• Handle policy endorsements, audits, cancellations, reinstatements, and related tasks.
• Support new and renewal business processes, including client research, underwriting, loss analysis, proposal preparation, and policy binding.
• Review contracts to ensure proper coverage inclusion.
• Monitor accounts receivable and take action on delinquent accounts.
• Maintain agency management systems and carrier/vendor platforms.
• Monitor activity and ensure timely completion of tasks.
• Maintain transparent communication with the team regarding workload and issues.
• Deliver excellent service, anticipate client needs, and respond promptly.
• Stay updated on company policies and procedures.
• Seek continuous improvement in individual and team performance.
• Demonstrate integrity and leadership aligned with IOA values.

Ideal Candidate Qualifications

• 3+ years of customer service experience in insurance.
• 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 advancement.
• Respectful work culture and work/life balance.
• Community service involvement.
• Supportive team environment.

Application Process

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

Insurance Office of America is an equal opportunity employer, committed to diversity and inclusion.

For more information, visit www.ioausa.com.