Senior Account Associate- Commercial Insurance- Remote

Insurance Office of America; West Virginia; Remote; USD 55,000 - 75,000; Full time

Job summary

A leading insurance brokerage firm is seeking a Senior Account Associate for remote work. The role involves supporting account management efforts by tracking policy expirations, processing renewals, and ensuring excellent customer service. Ideal candidates will have significant insurance experience, strong organizational skills, and a commitment to continuous improvement.

Benefits

Competitive salary and bonuses

Company-paid health insurance

Paid time off and holidays

401K with employer match

Career growth opportunities

Inclusive culture supporting work/life balance

Qualifications

• At least 3 years of customer service experience in insurance.
• Strong knowledge of insurance brokerage and client needs.
• Active licensing required; CISR preferred.

Responsibilities

• Provide administrative and customer support to the account team.
• Manage small or less complex accounts ensuring standards are met.
• Handle policy endorsements, audits, cancellations, and related tasks.

Skills

Customer service

Analytical skills

Problem-solving

Organizational skills

Education

High School Diploma or equivalent

Tools

MS Office

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 provides property and casualty, employee benefits, and 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

Remote: Eastern and Central Time Zones only

Supporting: Kissimmee, FL

Book Focus: Contractors, Construction, General

Please note: If posted as fully remote or hybrid, employees within 50 miles of a branch may be required to work onsite occasionally. Learn more about our locations at ioausa.com/locations.

Role Overview: Provide administrative and customer support to the account team, working under the supervision of an Account Manager, Account Executive, or Producer. Manage small or less complex accounts, ensuring standards are met and errors are minimized.

Key Responsibilities

• Assist in directing daily activities of support staff and team members.
• Track policy expirations, process renewals accurately and timely.
• Handle policy endorsements, audits, cancellations, reinstatements, and related tasks.
• Support new and renewal business processes, including client research, submissions, negotiations, and policy binding.
• Review contracts for proper coverage.
• Monitor accounts receivable and follow up on delinquent accounts.
• Maintain agency management systems and ensure data accuracy.
• Monitor activity and communicate workload status.
• Deliver excellent customer service and ensure policy compliance.
• Seek continuous improvement and uphold IOA values of integrity and leadership.

Qualifications

• At least 3 years of customer service experience in insurance.
• Knowledge of insurance brokerage and client needs.
• Active licensing required; CISR preferred.
• Strong analytical, problem-solving, and organizational skills.
• Proficiency in MS Office.
• High School Diploma or equivalent.

What We Offer

• Competitive salary and bonuses.
• Company-paid health insurance.
• Paid time off and holidays.
• 401K with employer match.
• Career growth opportunities.
• Inclusive culture supporting work/life balance.

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 info, visit www.ioausa.com.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Sales and Business Development
• Industries: Insurance

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