Senior Commercial Lines Accounts Specialist (Remote)

Insurance Office of America; Savannah (GA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Company-paid health insurance

Paid holidays and vacation

401K with employer match

Professional growth opportunities

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 renewals and policy details are managed accurately. The role offers remote work within Eastern and Central Time Zones with on-site opportunities as needed.

You will assist in processing endorsements, submissions, and policy issues, while maintaining strong client relationships and supporting account executives.

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).
• High School Diploma (or equivalent).

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, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters.
• Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.
• Assist in reviewing contracts to ensure proper coverages are included.
• Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Monitor and maintain activity/suspense to ensure timely completion.
• Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve individual and team performance.
• Demonstrate integrity and leadership.

Skills

Customer service

Insurance knowledge

Communication

Problem solving

Multitasking

MS Office

Education

High School Diploma

CISR designation (preferred)

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 renewals and policy details are managed accurately. The role offers remote work within Eastern and Central Time Zones with on-site opportunities as needed.

You will assist in processing endorsements, submissions, and policy issues, while maintaining strong client relationships and supporting account executives.