Senior Insurance Account Associate – Remote

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

Benefits offered by this job

Health insurance

401K with employer match

Bonus potential

Job summary

Insurance Office of America seeks a Senior Account Associate - Commercial Lines to support the account team, Producers, and assigned clients. You will ensure production and quality standards while safeguarding against liability from errors and omissions.

The role emphasizes renewals, endorsements, submissions, pricing negotiations with carriers, and strong client communication. Remote-friendly with hybrid onsite options in select locations.

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
• Proficiency in MS Office (Outlook, Word, Excel)
• Strong analytical, problem-solving, and decision-making skills
• Exceptional customer service, communication, multitasking, and organizational skills

Responsibilities

• Team Leadership: Direct day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
• Policy Management: Track policy expirations and ensure renewals are processed accurately and on time.
• Task Processing: Handle endorsements, audits, cancellations, reinstatements, and related documents.
• New and Renewal Business Support: Conduct client research, gather underwriting information, submissions, and pricing, prepare proposals, bind coverage.
• Contract Review: Review contracts to ensure proper coverages.
• Accounts Receivable: Monitor delinquent accounts and collect outstanding balances.
• System Maintenance: Maintain agency management systems and carrier/vendor platforms.
• Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.
• Communication: Maintain frequent, transparent communication with the account team.
• Service Excellence: Deliver exceptional service and proactively respond to requests.
• Policy Compliance: Stay updated on company policies and procedures.
• Continuous Improvement: Seek best practices to improve performance.
• Champion IOA Values: Demonstrate integrity and leadership.

Skills

Customer service (insurance)

Insurance brokerage knowledge

CISR licensing

MS Office

Analytical problem-solving

Communication multitasking

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America seeks a Senior Account Associate - Commercial Lines to support the account team, Producers, and assigned clients. You will ensure production and quality standards while safeguarding against liability from errors and omissions.

The role emphasizes renewals, endorsements, submissions, pricing negotiations with carriers, and strong client communication. Remote-friendly with hybrid onsite options in select locations.