Senior Account Associate (Remote)

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

Job summary

Insurance Office of America is seeking a Senior Account Associate for Commercial Lines, responsible for providing support in policy processing and customer service. The suitable candidate should have a solid background in insurance brokerage, possess strong analytical and customer service skills, and hold an active P&C license. This fully remote role requires a commitment to service excellence and collaboration with the account team to foster a positive work environment.

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

• 2+ years of industry experience or 5+ years of related customer service experience.
• Active Property & Casualty (P&C) license required.
• Strong analytical and customer service skills.

Responsibilities

• Assist account team in administrative tasks and customer service.
• Handle policy processing like endorsements and audits.
• Maintain accurate data in agency systems.

Skills

Analytical skills

Problem-solving

Decision-making

Customer service

Multitasking

Organizational skills

Education

High School Diploma or equivalent

Tools

MS Office

Job description

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)

Book Focus : General, Condos, Construction, Contractors, Hospitality, Property, Real Estate, Restaurants

Please note : If this position is posted as either fully remote and / or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here : ioausa.com / locations

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.

https : / / www.ioausa.com /