Senior Insurance Account Associate, Commercial Lines Remote

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

Benefits offered by this job

Bonus potential

Health insurance

Paid time off

401K with match

Career progression

Work-life balance

Community service

Job summary

Insurance Office of America is seeking a Senior Account Associate - Commercial Lines to support the account team and producers, handling renewals, endorsements, and client submissions. This role emphasizes accuracy, timely processing, and proactive service in a remote-friendly environment with periodic on-site needs for meetings or updates.

You will work under an Account Manager or Producer, ensuring quality standards while safeguarding against liability, with opportunities for professional

Qualifications

• 3+ years of customer service experience in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active licensing; CISR designation 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 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

Analytical skills

Communication

Problem-solving

MS Office

Education

High School Diploma

CISR designation

Tools

MS Office Suite

Job description

Insurance Office of America is seeking a Senior Account Associate - Commercial Lines to support the account team and producers, handling renewals, endorsements, and client submissions. This role emphasizes accuracy, timely processing, and proactive service in a remote-friendly environment with periodic on-site needs for meetings or updates.

You will work under an Account Manager or Producer, ensuring quality standards while safeguarding against liability, with opportunities for professional