Senior Account Associate (Remote)

Insurance Office of America; New York (NY); Remote; USD 55,000 - 85,000; Full time

Job summary

An established industry player seeks a Senior Account Associate to support the account team in a fully remote capacity. This role involves managing customer service tasks, processing policies, and ensuring compliance with company standards. The ideal candidate will have a strong background in customer service, analytical skills, and proficiency in MS Office. Join a collaborative environment that promotes professional growth and a healthy work-life balance, while contributing to a respected firm committed to diversity and inclusion.

Benefits

Competitive salaries

Company-paid health insurance

Paid holidays and vacations

401K with employer match

Employee stock plan participation

Professional growth opportunities

Respectful culture

Community service commitment

Qualifications

• 2+ years of industry experience or 5+ years in customer service.
• Strong knowledge of insurance brokerage and client needs.

Responsibilities

• Assist in day-to-day administrative tasks and customer service.
• Handle policy processing, endorsements, and billing inaccuracies.

Skills

Customer Service

Analytical Skills

Problem-Solving

Communication Skills

Multitasking

Organizational Skills

Education

High School Diploma

Tools

MS Office (Outlook, Word, Excel)

Job description

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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

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/

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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