Senior Commercial Lines Accounts Associate (Remote)

Insurance Office of America; Crawfordville (FL); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Paid holidays

Paid time off

401K with employer match

Career progression

Work-life balance

Community service

Supportive teammates

Job summary

Insurance Office of America is seeking a Senior Account Associate - Commercial Lines in Longwood, FL. You will support the account team with renewals, policy management, and client submissions, while maintaining accurate records in agency systems.

The role emphasizes teamwork, strong customer service, and attention to detail, with opportunities for growth within IOA and a competitive compensation package.

Qualifications

• 3+ years of customer service experience in the insurance industry.
• CISR designation preferred.
• Proficiency in MS Office (Outlook, Word, Excel).

Responsibilities

• Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
• Track policy expirations for existing clients, ensuring renewals are processed accurately and on time.
• Handle policy endorsements, audits, cancellations, reinstatements, and related documents.
• Conduct client research, gather underwriting information, prepare submissions, evaluate coverages and pricing, prepare proposals, bind coverage.
• Assist in reviewing contracts to ensure proper coverages are included.
• Monitor delinquent accounts and collect outstanding balances.
• Maintain agency management systems and carrier/vendor platforms for data accuracy.
• Monitor activity/suspense to ensure timely completion.
• Maintain frequent communication with the account team regarding workload and issues.
• Deliver excellent service and respond quickly to service requests.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve performance.
• Demonstrate integrity and leadership.

Skills

Customer service

Analytical skills

Communication

Multitasking

Organizational skills

MS Office

Education

High School Diploma

Job description

Insurance Office of America is seeking a Senior Account Associate - Commercial Lines in Longwood, FL. You will support the account team with renewals, policy management, and client submissions, while maintaining accurate records in agency systems.

The role emphasizes teamwork, strong customer service, and attention to detail, with opportunities for growth within IOA and a competitive compensation package.