Senior Account Associate (Remote)

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

Job summary

A leading insurance brokerage seeks a Senior Account Associate to join their remote team. Responsibilities include supporting the account team, policy processing, and maintaining service excellence. The ideal candidate will have industry experience, a valid P&C license, and strong analytical and communication skills. Join a supportive work environment focused on professional growth and work-life balance.

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 opportunities

Work/family life balance

Community service commitment

Qualifications

• 2+ years of industry experience, or 5+ years in customer service.
• Required active Property & Casualty (P&C) license.
• Thorough knowledge of insurance brokerage and client needs.

Responsibilities

• Assist account team with administrative tasks and customer service.
• Handle endorsements, audits, and policy processing.
• Ensure timely completion of tasks and maintain accurate data.

Skills

Analytical skills

Problem-solving

Customer service

Multitasking

Organizational skills

Education

High School Diploma or equivalent

Tools

MS Office

Job description

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.

Job Description :

Title : Senior Account Associate - Commercial Lines

Fully Remote (Eastern or Central Time Zones)

About the Role : Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues.

Key Responsibilities :

Team Support : Assist in directing day-to-day activities of Team Support / Receptionist and Account Assistant.

Office Support : Assist with general office tasks and administration.

Policy Processing : Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.

Task Management : Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new / renewal business workflows.

Data Management : Maintain accurate and up-to-date data in agency systems.

Activity Monitoring : Ensure timely completion of tasks and activities.

Communication : Keep the account team informed of workload status and any issues.

Service Excellence : Provide proactive and responsive service.

Performance Monitoring : Ensure productivity and quality standards are met.

Promote Culture : Participate in team building and promote a positive work environment.

Continuous Improvement : Seek and adopt best practices.

Compliance : Stay updated on company policies and procedures.

Professional Development : Enhance technical skills and industry knowledge.

Relationship Building : Foster positive relationships with colleagues and leadership.

Champion IOA Values : Demonstrate integrity and leadership.

Ideal Candidate Qualifications :

2+ years of industry experience, OR 5+ years of related experience in customer service

Thorough knowledge of insurance brokerage and client needs

Required active Property & Casualty (P&C) license

Strong analytical, problem-solving, and decision-making skills

Exceptional customer service, communications. 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)

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