Account Associate- Commercial Insurance
About the role
Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs.
Responsibilities
- Resolve basic and routine administrative and customer service issues.
- Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant.
- Affiliate with general office tasks and administration.
- Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.
- Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.
- Maintain accurate and up-to-date data in agency systems.
- Ensure timely completion of tasks and activities.
- Keep the account team informed of workload status and any issues.
- Provide proactive and responsive service.
- Ensure productivity and quality standards are met.
- Participate in team building and promote a positive work environment.
- Seek and adopt best practices.
- Stay updated on company policies and procedures.
- Enhance technical skills and industry knowledge.
- Foster positive relationships with colleagues and leadership.
- Champion IOA Values.
Requirements
- 2+ years of industry experience, OR 5+ years of related experience in customer service.
- Thorough knowledge of insurance brokerage and client needs.
- Required active licensing.
- Strong analytical, problem-solving, and decision-making skills.
- Exceptional customer service, communications, multitasking, and organizational skills.
- Proficiency in MS Office (Outlook, Word, Excel).
- High School Diploma (or equivalent).
Qualifications
2+ years of industry experience, OR 5+ years of related experience in customer service Thorough knowledge of insurance brokerage and client needs Required active licensing Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communications, multitasking, and organizational skills Proficiency in MS Office (Outlook, Word, Excel) High School Diploma (or equivalent)
Skills
Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment
Benefits
Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment
Pay
The expected pay range for this position is 45-65K annually, depending on experience, relevant skills, and geographic location.
Schedule
Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.