Senior Account Associate (Remote)

Insurance Office of America; New York (NY); Remote; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a Senior Account Associate to join their dynamic team. This fully remote role focuses on supporting the account team with various administrative tasks, ensuring service excellence, and maintaining compliance. The ideal candidate will possess strong analytical and communication skills, along with a deep understanding of insurance brokerage. With a commitment to fostering a positive work environment and promoting continuous improvement, this role offers opportunities for professional growth and a respectful culture that values work/life balance. Join a company that champions integrity and teamwork while making a difference in the insurance sector.

Benefits

Competitive salaries and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick leave

401K with employer match

Employee stock plan participation

Opportunities for professional growth

Respectful culture and work/life balance

Community service commitment

Qualifications

• 2+ years of industry experience or 5+ years in related customer service roles.
• Active Property & Casualty (P&C) license required.

Responsibilities

• Assist the account team with daily administrative tasks and customer service.
• Handle endorsements, audits, cancellations, and policy processing.

Skills

Customer Service

Analytical Skills

Problem-Solving

Communication

Multitasking

Organizational Skills

Education

High School Diploma or equivalent

Tools

MS Office (Outlook, Word, Excel)

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, IOA has more than 1,300 associates located in over 60 offices across 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 with daily administrative tasks, customer service, and meeting performance standards related to production and quality. Ensure accuracy to avoid liability from errors or omissions. Responsibilities include resolving routine administrative and customer service issues.

Key Responsibilities

• Team Support: Assist in directing daily 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 workflows.
• Data Management: Maintain accurate data in agency systems.
• Activity Monitoring: Ensure timely completion of tasks.
• Communication: Keep the team informed of workload and issues.
• Service Excellence: Provide proactive, responsive service.
• Performance Monitoring: Meet productivity and quality standards.
• Culture Promotion: Participate in team building and foster a positive environment.
• Continuous Improvement: Adopt best practices.
• Compliance: Stay updated on 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 in related customer service roles.
• 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 leave.
• 401K with employer match.
• Employee stock plan participation.
• Opportunities for professional growth and career progression.
• Respectful culture and work/life balance.
• Community service commitment.
• Supportive teammates and 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 an inclusive environment for all employees.
https://www.ioausa.com/