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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
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 leading national insurance brokerage firm specializing in a wide range of insurance products and services aimed at meeting the diverse needs of clients across the United States. As a reputable company in the insurance industry, IOA prides itself on its commitment to providing exceptional customer service, innovative solutions, and fostering strong relationships with clients, partners, and employees. With a focus on delivering personalized insurance strategies, the company supports commercial and personal insurance clients with expertise and integrity. IOA operates with a core philosophy centered on respect, professional growth, and community service, creating a... Show More

Job 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 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 customer service experience
  • 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 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 and 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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