Senior Commercial Insurance Account Associate (Remote)

Insurance Office of America; Taylor (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Paid holidays and time off

401K with employer match

Professional growth opportunities

Team-oriented culture

Job summary

Insurance Office of America seeks a Senior Account Associate in Commercial Lines to provide administrative and client service support to the account team under supervision. The role focuses on renewals, endorsements, and coordination with underwriters to ensure accurate coverage and timely submissions.

The ideal candidate has 3+ years in insurance customer service, active licensing (CISR preferred), strong communication and MS Office skills, and a commitment to service excellence in a

Qualifications

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

Responsibilities

• Direct day-to-day activities and workflow of support staff and account team.
• Track policy expirations and ensure renewals are processed on time.
• Handle endorsements, audits, cancellations, reinstatements, and invoices.
• Support new and renewal business: gather underwriting info, prepare submissions, bind coverage.
• Review contracts for proper coverages.
• Monitor accounts receivable and collect outstanding balances.
• Maintain agency management systems and carrier/vendor platforms.
• Communicate workload status and issues to the account team.
• Deliver proactive service and seek continuous improvement.
• Stay updated on company policies and procedures.

Skills

Customer service

Insurance knowledge

Analytical skills

Communication skills

Multitasking

Organizational skills

MS Office

CISR preferred

Education

High School Diploma

CISR designation (preferred)

Tools

MS Office (Outlook, Word, Excel)

Job description

Insurance Office of America seeks a Senior Account Associate in Commercial Lines to provide administrative and client service support to the account team under supervision. The role focuses on renewals, endorsements, and coordination with underwriters to ensure accurate coverage and timely submissions.

The ideal candidate has 3+ years in insurance customer service, active licensing (CISR preferred), strong communication and MS Office skills, and a commitment to service excellence in a