Account Associate - Commercial LinesWork Mode: Remote, with appropriate licensing. (Eastern and Central Time Zones Only) | Location/Supporting: Longwood, FL | Book Focus: General, Construction, HospitalityPlease note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on‑site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction‑free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locationsAbout the RoleAssist 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 include resolving basic and routine administrative and customer service issues.Key ResponsibilitiesTeam 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.Ideal Candidate Qualifications2+ years of industry experience, OR 5+ years of related experience in customer serviceThorough knowledge of insurance brokerage and client needsRequired active licensingStrong analytical, problem‑solving, and decision‑making skillsExceptional customer service, communications, multitasking, and organizational skillsProficiency in MS Office (Outlook, Word, Excel)High School Diploma (or equivalent)What We OfferCompetitive salaries and bonus potentialCompany‑paid health insurancePaid holidays, vacations, and sick time401K with employer matchProfessional growth and career progression opportunitiesRespectful culture and work/family life balanceCommunity service commitmentSupportive teammates and a rewarding work environmentWhat To Expect (Application Process)30‑Minute Phone Screen, Online Assessments, and Interview(s)Salary RangeThe expected pay range for this position is 40‑60K annually, depending on experience, relevant skills, and geographic location.Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.#J-18808-Ljbffr
Account Associate- Commercial Insurance- Remote
Insurance Office of America (IOA) is a prominent full-service insurance agency founded in 1988 by John and Valli Ritenour, dedicated to providing comprehensive insurance and risk management services.
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About Insurance Office of America
Learn more about Insurance Office of America and their company culture.
Insurance Office of America (IOA) is a prominent full-service insurance agency founded in 1988 by John and Valli Ritenour, dedicated to providing comprehensive insurance and risk management services. Over the years, IOA has established itself as the fourth largest privately held insurance brokerage in the United States, with its headquarters located in Longwood, Florida. The agency has grown significantly, currently employing more than 1,400 associates across over 60 offices situated in the U.S. and the United Kingdom.
IOA specializes in a wide array of insurance solutions, including property and casualty, employee benefits, personal lines insurance, and innovative risk management solutions. The company's commitment to outstanding customer service is evident in their approach to forging long-term relationships with clients, emphasizing trust and communication. In addition to its dedication to client success, IOA fosters a supportive workplace culture, encouraging professional development and engagement among its team members. The agency also focuses on leveraging technology to enhance their services and better address the evolving needs of the market.
Insurance Office of America
Company size
1001-5000 employees
Founded in
1988
Chief executive officer
Heath Ritenour
Markets
Employees live in
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