Senior Account Associate - Commercial Lines (Remote)

Insurance Office of America; Bartlett (IL); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Company-paid health insurance

Paid holidays

Paid time off

401K with employer match

Professional growth

Job summary

Insurance Office of America seeks an experienced Senior Account Associate - Commercial Lines to provide administrative and client service support for the account team. This remote role may require on-site work in certain circumstances and regionally follows IOA policies.

The ideal candidate has 3+ years in insurance customer service, knowledge of brokerage processes, and active licensing (CISR preferred). Proficiency in MS Office and strong communication are essential.

Qualifications

• 3+ years of customer service experience in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active licensing, 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).

Responsibilities

• Direct day-to-day activities of Team Support/Receptionist, Account Assistant, and/or Account Associate.
• Track policy expirations for existing clients, ensuring renewals are processed accurately and on time.
• 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.
• 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.
• Assist in reviewing contracts to ensure proper coverages are included.
• Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completion.
• Monitor and maintain activity/suspense to ensure timely completion.
• Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve individual and team performance.
• Demonstrate integrity and leadership.

Skills

Customer service

Insurance brokerage

Active licensing

CISR

Analytical skills

Communication

MS Office

Organizational skills

Problem-solving

Education

High School Diploma

Tools

Agency management systems

Carrier/vendor platforms

Job description

Insurance Office of America seeks an experienced Senior Account Associate - Commercial Lines to provide administrative and client service support for the account team. This remote role may require on-site work in certain circumstances and regionally follows IOA policies.

The ideal candidate has 3+ years in insurance customer service, knowledge of brokerage processes, and active licensing (CISR preferred). Proficiency in MS Office and strong communication are essential.