Senior Account Associate- Commercial Insurance- Select Business- Remote

Insurance Office of America; Missouri; Remote; USD 50,000 - 70,000; Full time

Job summary

A leading company in the insurance sector seeks a Senior Account Associate to provide support to the account team. This remote role focuses on policy management, client research, and ensuring service excellence. Ideal candidates will have a strong background in customer service within insurance, excellent communication skills, and a commitment to continuous improvement.

Benefits

Company-paid health insurance

Paid holidays, vacations, and sick leave

401K with employer match

Stock plan participation

Career growth opportunities

Respectful culture and work/life balance

Community service involvement

Supportive team environment

Qualifications

• Minimum 3 years of customer service experience in insurance.
• Active licensing; CISR designation preferred.

Responsibilities

• Provide administrative and customer service support to the account team.
• Track policy expirations and ensure renewals are processed accurately.
• Deliver excellent customer service and maintain communication with the team.

Skills

Customer Service

Analytical Skills

Problem-Solving

Communication

Multitasking

Organizational Skills

Education

High School Diploma

Tools

MS Office

Job description

Senior Account Associate- Commercial Insurance- Select Business- Remote

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

Job Overview

Title: Senior Account Associate - Commercial Lines

Location: Remote (Central or Mountain Time 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 supervision of an Account Manager, Account Executive, or Producer. Ensure production and quality standards are met while safeguarding against errors and omissions. Independently resolve moderately complex customer service issues and manage small-sized or less complex accounts.

Key Responsibilities

• Team Leadership: Assist in directing daily activities and workflow of team support staff.
• Policy Management: Track policy expirations, ensure renewals are processed accurately and timely.
• Task Processing: Handle endorsements, audits, cancellations, reinstatements, and related policy documents and requests.
• Business Support: Conduct client research, gather underwriting info, analyze loss runs, prepare submissions, evaluate coverages, negotiate pricing, prepare proposals, bind coverage, and follow up for policy issuance.
• Contract Review: Assist in reviewing contracts for proper coverage inclusion.
• Accounts Receivable: Monitor reports and take action on delinquent accounts.
• System Maintenance: Maintain agency management systems and carrier/vendor platforms.
• Activity Monitoring: Ensure timely completion of activities and suspense items.
• Communication: Maintain transparent communication with the team regarding workload and issues.
• Service Excellence: Deliver excellent customer service, anticipate needs, and respond promptly.
• Policy Compliance & Improvement: Stay updated on policies and seek continuous improvement.
• Values: Demonstrate integrity and leadership in line with IOA values.

Ideal Candidate Qualifications

• Minimum 3 years of customer service experience in insurance
• Strong knowledge of insurance brokerage and client needs
• Active licensing; CISR designation preferred
• Excellent analytical, problem-solving, and decision-making skills
• Exceptional communication, multitasking, and organizational skills
• Proficiency in MS Office
• 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
• Stock plan participation
• Career growth opportunities
• Respectful culture and work/life balance
• Community service involvement
• Supportive team environment

Application Process

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

Additional Details

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