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

• Resolve basic and routine administrative and customer service issues.
• Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant.
• Afford office support.
• 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.
• 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

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

Customer service, communications, multitasking, and organizational skills. Proficiency in MS Office (Outlook, Word, Excel).

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 $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.