Senior Commercial Insurance Associate - Remote

Insurance Office of America

Deltona (FL)

Hybrid

USD 55,000 - 75,000

Full time

2 days ago
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Benefits offered by this job

Company-paid health insurance
401K with employer match
Paid holidays, vacations, and sick时间

Job summary

Insurance Office of America is seeking a Senior Account Associate - Commercial Lines to provide administrative and customer service support to the account team, under guidance of an Account Manager/AE. This remote/hybrid role involves handling policy renewals, endorsements, and submissions, with emphasis on accuracy and client service.

The ideal candidate has 3+ years in insurance customer service, licensing, and strong MS Office skills.

Qualifications

  • 3+ years of customer service experience in the insurance industry.
  • Thorough knowledge of insurance brokerage and client needs
  • Required active licensing, professional designation (CISR) preferred
  • Strong analytical, problem-solving, and decision-making skills
  • Exceptional customer service, communication, multitasking, and organizational skills
  • Proficiency in MS Office (Outlook, Word, Excel)

Responsibilities

  • Team Leadership: Direct day-to-day activities of Team Support/Receptionist, Account Assistant, and/or Account Associate.
  • Policy Management: Track policy expirations and ensure renewals are processed on time.
  • Task Processing: Handle endorsements, audits, cancellations, reinstatements, and related items.
  • New and Renewal Business Support: Gather underwriting information, prepare submissions, assist with pricing and proposals.
  • Contract Review: Review contracts to ensure proper coverages.
  • Accounts Receivable: Monitor delinquent accounts and collect balances.
  • System Maintenance: Maintain agency management and carrier/vendor platforms.
  • Activity Monitoring: Manage activity/suspense to ensure timely completion.
  • Communication: Maintain frequent communication with the account team.
  • Service Excellence: Deliver excellent service and anticipate client needs.
  • Policy Compliance: Stay updated on company policies and procedures.
  • Continuous Improvement: Seek best practices to improve performance.
  • Champion IOA Values: Demonstrate integrity and leadership.

Skills

Customer service
Insurance brokerage knowledge
Analytical thinking

Education

High School Diploma
CISR designation (preferred)

Tools

MS Office

Job description

Insurance Office of America is seeking a Senior Account Associate - Commercial Lines to provide administrative and customer service support to the account team, under guidance of an Account Manager/AE. This remote/hybrid role involves handling policy renewals, endorsements, and submissions, with emphasis on accuracy and client service.

The ideal candidate has 3+ years in insurance customer service, licensing, and strong MS Office skills.

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