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Senior Account Associate (Remote)

Job Overview

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Employment Type

Full-time
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Compensation

Type:
Salary
Rate:
Range $35,000.00 - $60,000.00
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Benefits

Competitive salaries and bonus potential
company-paid health insurance
Paid holidays, vacations, and sick time
401k with employer match
Employee stock plan participation
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment

Job Description

Insurance Office of America (IOA) is a reputable insurance brokerage firm recognized for its comprehensive range of commercial insurance solutions tailored to meet the dynamic needs of various industries including general business, condos, construction, contractors, hospitality, property, real estate, and restaurants. Committed to excellence and client satisfaction, IOA leverages industry knowledge, cutting-edge technology, and a dedicated team to deliver top-tier insurance products and services. As an organization, IOA values integrity, diversity, and a supportive work environment that fosters professional growth and community involvement. The company operates with a hybrid work policy, offering fully remote opportunities within Eastern or Central Time... Show More

Job Requirements

  • 2+ years of industry experience, or 5+ years of related experience in customer service
  • active Property & Casualty (P&C) license
  • 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

Job 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 Property & Casualty (P&C) license
  • 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)

Job Duties

  • Assist in directing day-to-day activities of team support/receptionist and account assistant
  • assist 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
  • demonstrate integrity and leadership

Job Location

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