Senior Commercial Lines Account Associate (Remote)

Insurance Office of America

Burleson (TX)

Hybrid

USD 60,000 - 70,000

Full time

11 days ago
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Benefits offered by this job

Health insurance
401K with employer match
Paid holidays

Job summary

Insurance Office of America is seeking a Senior Account Associate for Commercial Lines to provide administrative and customer service support to the account team, ensuring timely renewals, accurate policy processing, and high-quality service for assigned accounts.

Under supervision of Account Manager or Producer, you will handle policy processing, submissions, and client research while maintaining data accuracy across agency systems and delivering proactive service.

Qualifications

  • 3+ years of customer service experience in the insurance industry.
  • Thorough knowledge of insurance brokerage and client needs.
  • Active licensing required; professional designation (CISR) preferred.
  • Strong analytical, problem-solving, and decision-making skills.
  • Excellent customer service, communication, multitasking, and organizational skills.

Responsibilities

  • Assist day-to-day activities and workflow of team support and account staff.
  • Track policy expirations and ensure renewals are processed on time.
  • Handle endorsements, audits, cancellations, refunds, and billing issues.
  • Support new and renewal business through research, submissions, and proposals.
  • Review contracts to verify proper coverages are included.
  • Monitor delinquent accounts and coordinate collections.
  • Maintain agency management systems and carrier/vendor platforms.
  • Communicate workload status and issues with the team.

Skills

Customer service
Insurance brokerage
MS Office
Analytical skills
Communication

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America is seeking a Senior Account Associate for Commercial Lines to provide administrative and customer service support to the account team, ensuring timely renewals, accurate policy processing, and high-quality service for assigned accounts.

Under supervision of Account Manager or Producer, you will handle policy processing, submissions, and client research while maintaining data accuracy across agency systems and delivering proactive service.

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