Senior Commercial Insurance Account Specialist (Remote)

Insurance Office of America

Von Ormy (TX)

On-site

USD 55,000 - 75,000

Full time

8 days ago
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Benefits offered by this job

Company-paid health insurance
Paid holidays, vacations, and sick on
401K with employer match
Professional growth and career prog.
Respectful culture and work/familyLife
Community service commitment
Supportive teammates and a rewarding工作

Job summary

Insurance Office of America seeks a Senior Account Associate - Commercial Lines to provide administrative and customer service support to the account team, under supervision of an Account Manager, Account Executive, or Producer, ensuring accurate renewals and sound coverages while safeguarding against liability.

Ideal candidates bring 3+ years in insurance client service, strong communication, and solid MS Office skills.

Qualifications

  • 3+ years of customer service experience in the insurance industry
  • Thorough knowledge of insurance brokerage and client needs
  • Active licensing required, 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 team support and Account staff
  • Track policy expirations and ensure renewals are processed on time
  • Handle policy endorsements, audits, cancellations, and related tasks
  • Support new and renewal business: submissions, coverages, pricing, proposals
  • Review contracts to ensure proper coverages
  • Monitor delinquent accounts and collect outstanding balances
  • Maintain agency management systems and data accuracy
  • Communicate workload status with the account team
  • Deliver proactive, high-quality service

Skills

Customer service
Communication
Multitasking
Organizational skills
Analytical thinking
Problem solving

Education

High School Diploma or equivalent
CISR preferred

Tools

MS Office Suite

Job description

Insurance Office of America seeks a Senior Account Associate - Commercial Lines to provide administrative and customer service support to the account team, under supervision of an Account Manager, Account Executive, or Producer, ensuring accurate renewals and sound coverages while safeguarding against liability.

Ideal candidates bring 3+ years in insurance client service, strong communication, and solid MS Office skills.

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