Account Associate - Commercial Lines

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

• Team Support: Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant.
• Office Support: Assist with general office tasks and administration.
• Policy Processing: Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.
• Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.
• Data Management: Maintain accurate and up-to-date data in agency systems.
• Activity Monitoring: Ensure timely completion of tasks and activities.
• Communication: Keep the account team informed of workload status and any issues.
• Service Excellence: Provide proactive and responsive service.
• Performance Monitoring: Ensure productivity and quality standards are met.
• Promote Culture: Participate in team building and promote a positive work environment.
• Continuous Improvement: Seek and adopt best practices.
• Compliance: Stay updated on company policies and procedures.
• Professional Development: Enhance technical skills and industry knowledge.
• Relationship Building: Foster positive relationships with colleagues and leadership.
• Champion IOA Values: Demonstrate integrity and leadership.

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

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

Salary Range: The expected pay range for this position is $23.00 to $26.50 per hour, depending on experience, relevant skills, and geographic location.

Schedule

Full-time, remote for Florida based candidates. Hybrid for candidates located in Jacksonville, FL.