Account Associate

🔥 0 minutes ago

🐊 Florida, Pennsylvania, +3 more states – Remote

🐊 Florida – Remote 🔔 Pennsylvania – Remote 🎸 Tennessee – Remote ⚔️ Virginia – Remote 🧀 Wisconsin – Remote

💵 $24 - $27 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧑‍💼 Account Executive

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Insurance Office of America

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1988

Insurance

Insurance Office of America is a comprehensive insurance agency providing a wide range of insurance services to businesses and individuals. The company offers business insurance coverages such as casualty, commercial auto, construction, cyber liability, and many more. They also provide personal insurance options including vehicle insurance, property insurance, and life and disability insurance. Additionally, IOA specializes in risk management and offers various employee benefits and retirement planning services. Their mission is to focus on clients' risks so they can pursue their dreams with peace of mind. With more than 60 locations and 72,000 clients, Insurance Office of America is one of the largest privately held independent agencies in the US.

📋 Description

• Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality • 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

🎯 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 licensing • 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 • Professional growth and career progression opportunities • Respectful culture and work/family life balance • Community service commitment • Supportive teammates and a rewarding work environment