Senior Account Associate (Remote)

Insurance Office of America; Texas (NJ); Remote; USD 45,000 - 80,000; Full time

Job summary

An established industry player is seeking a Senior Account Associate to join their remote team. This role focuses on supporting account operations, managing policy processing tasks, and ensuring high-quality customer service. The ideal candidate will have a strong background in insurance brokerage, excellent communication skills, and the ability to multitask effectively. With a commitment to career growth and a respectful work culture, this opportunity promises a fulfilling career path in a supportive environment. If you are passionate about delivering exceptional service and thrive in a collaborative setting, this role is perfect for you.

Benefits

Competitive salaries and bonus potential

Company-paid health insurance

Paid holidays, vacations, sick time

401K with employer match

Employee stock plan participation

Career growth opportunities

Respectful culture and work/life balance

Community service commitment

Supportive team environment

Qualifications

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

Responsibilities

• Support team operations and handle policy processing tasks.
• Maintain accurate data and ensure productivity standards are met.

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, 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 and office operations, including assisting the Team Support/Receptionist and Account Assistant, handling policy processing tasks such as endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.
• Manage tasks like billing reconciliation, reviewing policy forms, preparing submissions, online rating, proposals, AOR letters, and supporting new/renewal workflows.
• Maintain accurate data in agency systems, monitor activity completion, communicate workload status, and provide proactive service.
• Ensure productivity and quality standards are met, participate in team-building, seek continuous improvement, stay updated on policies, and foster positive relationships.

Ideal Candidate Qualifications

• 2+ years of industry experience or 5+ years in customer service
• Thorough knowledge of insurance brokerage and client needs
• Active Property & Casualty (P&C) license
• Strong analytical, problem-solving, decision-making, 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, sick time
• 401K with employer match
• Employee stock plan participation
• Career growth opportunities
• Respectful culture and work/life balance
• Community service commitment
• Supportive team 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.