Commercial Lines Account Associate

Account Associate - Commercial Lines

Insurance Office of America is seeking a motivated Account Associate for their Commercial Lines team. This role supports the account team with daily administrative tasks, customer service, and production/quality requirements while ensuring accuracy and mitigating errors and omissions liability. This position resolves basic and routine administrative and customer service issues.

Key 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.

Ideal Candidate Qualifications

• 2+ years of commercial insurance experience
• Thorough knowledge of insurance brokerage and client needs
• Required active licensing strongly preferred
• 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)

What We Offer

• 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

What To Expect (Application Process)

• 30-Minute Phone Screen, Online Assessments, and Interview(s)

Salary Range

The expected pay range for this position is $24.00 to $26.00 per year, depending on experience, relevant skills, and geographic location.

Key skills/competency

• Commercial Insurance
• Account Associate
• Customer Service
• Policy Processing
• Data Management
• Task Management
• Communication Skills
• Organizational Skills
• Problem-Solving
• MS Office Proficiency