***This is a Remote/ Hybrid opportunity based out of our Jupiter, FL office. ***
Title: Account Associate- Commercial Lines
Welcome to Insurance Office of America – one of the nation’s largest and premier privately held insurance agencies! Recognized as a Top Workplaces USA Award winner, IOA’s commitment to both a rewarding culture and employee satisfaction is unwavering. Prioritizing a strong work/life balance, personal and professional growth, competitive benefits, and giving back to our community aren’t just clichés here – they’re a part of who we are. With a growing workforce and over 60 office locations across the US and Northern Ireland, we can confidently serve our clients with an unmatched standard of excellence.
Want to learn more? Complete the application below and one of our talented recruiters will be ready to answer any other questions you may have.
Job Summary
Working under the direction of an Account Manager (AM) and/or Account Executive (AE) and following established industry and company guidelines; provides administrative and customer service support to account team and Producer; and meeting all performance requirements regarding production, quality and ensuring that no liability associated with errors or omissions occur. Resolves basic and routine administrative and customer service problems directly, and refers complex requests or inquiries to more senior staff.
What You’ll Do:
Assist in directing day-to-day activities and work flow assigned to Team Support/Receptionist and Account AssistantProcess the following tasks accurately and within required timeframes:Process Policy Endorsements and carrier Audits; identify errors and facilitate corrective actionsProcess Policy Cancellations, Reinstatements and Lost Policy Releases (LPR)Prepare Check requests, Invoices and Premium Finance AgreementsPrepare Summaries of InsuranceOrder Loss Runs and MVR’sIssue Auto ID CardsIssue Certificates of Insurance and Evidences of PropertyIssue Binders of InsurancePrepare Check Requests, Invoicing and Premium Finance AgreementsAssist with the following tasks accurately and within required timeframes:Identify and reconcile any inaccuracies in Account billingsPreliminary review of policy forms, identifying discrepancies and making any necessary changes as directed by AM, AE or ProducerPrepare complete and accurate submissions including Acord applications and/or supplemental formsOnline RatingPrepare ProposalsPrepare Agent of Record letters (AOR)Provide support in the New Business or Renewal Business WorkflowData entry and maintain agency management system, other agency supported systems and carrier/vendor online platforms, ensuring all data entered is complete, clearly presented and well-documented, accurate, and up to date.Monitor and maintain activity/suspense, taking required action to ensure completion within required time frame.Maintain frequent, transparent communication with account team regarding individual and team client service and policy administration activities, ensuring that the account team is fully informed of workload status, questions and/or any errors, discrepancies or changes related to assigned duties and tasks.Always deliver excellent service, including proactively anticipating needs, maintaining frequent and professional communication, and responding quickly to service requests.Continually stay abreast of all company policies and procedures to ensure good knowledge, execution and compliance of standard operating procedures.Continually seek to improve individual and team performance, including identifying, communicating and adopting best practices.Live and champion IOA core values at all times, demonstrating the highest level of personal character, integrity, and servant leadershipRegular and consistent attendance is expected and a necessary component to the jobPerform other duties as assigned
What We’re Looking For:
2+ years of industry experience; or 5+ of related experience in customer service
Has good understanding of what an insurance brokerage is and does
All required active licensing
Excellent administrative, multi-tasking, and organizational skills
Excellent customer service skills
Outstanding verbal/written communication skills
PC proficiency, including basic knowledge of MS Office products, including Outlook, Word and Excel
Exceptional personal character
High School Diploma (or equivalent)
What We Offer:
Competitive salaries and bonus earning potentialGreat benefits, including company paid health insurancePaid time off for holidays, vacations, and sick time401K with an employer matchParticipation in our employee stock planOpportunities for professional growth and career progressionA culture that emphasizes respect for every individualCompany commitment to work/family life balance and community serviceTeammates who share your drive for excellenceKnowing every day you are helping our clients protect their families and businesses
Still wondering if IOA is the right fit for you?
If you want to feel the significance of knowing your efforts have been both recognized, appreciated and rewarded, then IOA is right for you.If you want to feel valued and have a real influence towards the continued success of your organization, then IOA is right for you.If you want to feel the peace of knowing that you’ve made the best decision of your professional life, then IOA is right for you.
Any unsolicited resumes or candidate profiles submitted to e-mail accounts of employees of Insurance Office of America, hereafter referred to as IOA, or any of its subsidiaries are considered property of IOA for recruiting purposes and are not subject to payment of agency fees. In order to be an authorized vendor for IOA, any such agency must have an existing formal written agreement signed by an authorized IOA HR leader and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged by IOA on the particular search by a member of our Talent Acquisition Team. Likewise, for our authorized Vendors, if the candidate submission process is not followed, no agency fees will be paid by IOA or our subsidiaries.