Senior Commercial Lines Account Associate (Remote)

Insurance Office of America

Melbourne Beach (FL)

On-site

USD 60,000 - 70,000

Full time

6 days ago
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Benefits offered by this job

Bonus potential
Health insurance
Paid holidays and time off
401(k) with employer match
Career progression
Supportive teammates

Job summary

Insurance Office of America (IOA) is seeking a Senior Account Associate - Commercial Lines to provide administrative and customer service support to the account team, producer, and assigned accounts while ensuring quality and compliant service.

Under supervision of an Account Manager or Producer, you will handle policy renewals, endorsements, submissions, and client research, developing expertise in transportation coverages and carrier interactions.

Qualifications

  • 3+ years of customer service experience in the insurance industry.
  • Thorough knowledge of insurance brokerage and client needs.
  • Active licensing, 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).
  • 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 policy endorsements, audits, cancellations, and related tasks.
  • Support new and renewal business through submissions, proposals, and coverages.
  • Review contracts for proper coverages.
  • Monitor accounts receivable and collect outstanding balances.
  • Maintain agency systems and carrier/vendor platforms.

Skills

Customer service
Insurance knowledge
MS Office
Communication
Multitasking
Problem solving
CISR (preferred)

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America (IOA) is seeking a Senior Account Associate - Commercial Lines to provide administrative and customer service support to the account team, producer, and assigned accounts while ensuring quality and compliant service.

Under supervision of an Account Manager or Producer, you will handle policy renewals, endorsements, submissions, and client research, developing expertise in transportation coverages and carrier interactions.

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