Senior Commercial Insurance Account Associate - Remote

Insurance Office of America

Lowell (MA)

Remote

USD 55,000 - 75,000

Full time

14 days+
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Benefits offered by this job

Competitive salary + bonus
Health insurance
Paid holidays & time off
401K with employer matching
Career growth

Job summary

Insurance Office of America is seeking a Senior Account Associate – Commercial Lines for remote work with occasional on-site needs in a Longwood, FL area policy. You will provide administrative and customer service support to the account team under supervision from AM/AE/Producer, ensuring quality and timely services for contracts and renewals.

The role emphasizes policy management, submissions, underwriting information gathering, and proactive client support.

Qualifications

  • 3+ years of customer service experience in the insurance industry.
  • Strong knowledge of insurance brokerage and client needs.
  • Active licensing, professional designation (CISR) preferred.

Responsibilities

  • Direct day-to-day activities of Team Support/Receptionist, Account Assistant, and/or Account Associate.
  • Track policy expirations and ensure renewals are processed on time.
  • Handle policy endorsements, audits, cancellations, reinstatements, and billing inquiries.
  • Assist in new and renewal business submissions, evaluate coverages and pricing, prepare proposals, bind coverage, and follow up for issuance.
  • Review contracts to ensure proper coverages are included.
  • Monitor delinquent accounts and collect balances.
  • Maintain agency management systems and data accuracy.
  • Communicate workload status and issues with the account team.
  • Pursue continuous improvement and uphold IOA values.

Skills

Customer service
Insurance knowledge
Analytical skills
Communication skills
Multitasking
MS Office

Education

High School Diploma
CISR preferred

Job description

Insurance Office of America is seeking a Senior Account Associate – Commercial Lines for remote work with occasional on-site needs in a Longwood, FL area policy. You will provide administrative and customer service support to the account team under supervision from AM/AE/Producer, ensuring quality and timely services for contracts and renewals.

The role emphasizes policy management, submissions, underwriting information gathering, and proactive client support.

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