Senior Account Associate (Remote)

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

Job summary

A leading insurance brokerage is seeking a Senior Account Associate to support the account team with administrative tasks and customer service in a fully remote role. The ideal candidate will have industry experience, strong analytical skills, and a commitment to exceptional service. This position offers competitive salaries, benefits, and opportunities for professional growth in a supportive 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

Opportunities for professional growth

Supportive teammates and a rewarding environment

Qualifications

• 2+ years of industry experience or 5+ years of related customer service experience.
• Active Property & Casualty (P&C) license required.
• Thorough knowledge of insurance brokerage and client needs.

Responsibilities

• Assist with general office tasks and administration.
• Process policies including endorsements, audits, cancellations, and invoices.
• Maintain accurate and current data in agency systems.

Skills

Analytical skills

Problem-solving skills

Customer service

Communication

Multitasking

Organizational skills

Education

High School Diploma or equivalent

Tools

MS Office

Job description

Join to apply for the Senior Account Associate (Remote) role at Insurance Office of America.

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

Location: Fully Remote (Eastern or Central Time Zones)

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

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

• Support the team by assisting in daily activities of Team Support/Receptionist and Account Assistant.
• Assist with general office tasks and administration.
• Process policies including endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.
• Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal workflows.
• Maintain accurate and current data in agency systems.
• Monitor activities to ensure timely completion.
• Keep the account team informed of workload and issues.
• Provide proactive and responsive service.
• Ensure productivity and quality standards are met.
• Participate in team building and promote a positive work environment.
• Seek and adopt best practices for continuous improvement.
• Stay updated on company policies and procedures.
• Enhance technical skills and industry knowledge.
• Foster positive relationships with colleagues and leadership.
• Demonstrate integrity and leadership aligned with IOA values.

Ideal Candidate Qualifications

• 2+ years of industry experience or 5+ years of related customer service experience.
• Thorough knowledge of insurance brokerage and client needs.
• Active Property & Casualty (P&C) license required.
• 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.
• Opportunities for professional growth and career progression.
• A respectful culture supporting work/life balance.
• Community service involvement.
• Supportive teammates and a rewarding environment.

Application Process

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

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