Senior Account Associate- Commercial Insurance- Select Business- Remote

Insurance Office of America; Boise (ID); Remote; USD 50,000 - 70,000; Full time

Job summary

A leading insurance company is seeking a Senior Account Associate to provide administrative and customer service support. The ideal candidate will have extensive experience in customer service within the insurance industry, strong analytical skills, and a commitment to service excellence. This role involves managing client accounts, policy management, and ensuring compliance with company policies. The company offers competitive salaries, health insurance, and opportunities for professional growth.

Benefits

Competitive salaries and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick time

401K with employer match

Employee stock plan participation

Professional growth and career progression opportunities

Respectful culture and work / family life balance

Community service commitment

Supportive teammates

Qualifications

• 3+ years of customer service experience in the insurance industry.
• Required active licensing, professional designation (CISR) preferred.

Responsibilities

• Provide administrative and customer service support to the account team.
• Track policy expirations and ensure renewals are processed accurately.
• Monitor reports and take action on delinquent accounts.

Skills

Customer Service

Analytical Skills

Problem Solving

Communication

Multitasking

Organizational Skills

Education

High School Diploma

Tools

MS Office

Job description

Title : Senior Account Associate - Commercial Lines

Remote : Central or Mountain Times Zones only | Based out of California | Book Focus : General- Select Business

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

Employee stock plan participation

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

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