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Senior Account Associate @Insurance Office of America, Inc.

[Hiring] Senior Account Associate @Insurance Office of America, Inc.

Mar 31, 2025 - Insurance Office of America, Inc. is hiring a remote Senior Account Associate. đź’¸ Salary: competitive salary with bonus potential. đź“ŤLocation: USA.

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Role Description

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.

  • 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.

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)

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

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đź“Ť Be aware of the location restriction for this remote position: USA
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Back to Remote jobs  >   Customer Service
Senior Account Associate @Insurance Office of America, Inc.
Customer Service
Salary đź’¸ competitive salary with bonus potential
Remote Location
USA
Job Type full-time
Posted Mar 31, 2025
Apply for this position Unlock 55,016 Remote Jobs
️
đź“Ť Be aware of the location restriction for this remote position: USA
‼ Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
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