Insurance Office of America
Account Associate - Commercial Lines
Insurance Office of America, Spring Valley, Wisconsin, United States, 54767
Account Associate - Commercial Lines
Insurance Office of America is searching for an Account Associate – Commercial Lines to support the account team and manage day‑to‑day administrative, customer‑service, and policy‑processing responsibilities. The role requires an active P&C license and a 50‑mile radius of a branch location.
Location and Remote Flexibility Hybrid: 1–2 days in office at one of the Aliso Viejo, Ontario, Pasadena, San Diego, or Santa Barbara, CA office locations.
Fully Remote: available only for candidates located in the Los Angeles County area. The position will transition to hybrid (1–2 days in office) at a future LA County office.
Key Responsibilities
Assist the account team with day‑to‑day administrative tasks to meet production and quality performance requirements.
Support the Team Support/Receptionist and Account Assistant in directing daily activities.
Handle general office tasks and administration.
Process policy endorsements, audits, cancellations, reinstatements, releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.
Identify and reconcile billing inaccuracies, review policy forms, and prepare submissions for online rating, proposals, AOR letters, and new/renewal business workflows.
Maintain accurate, up‑to‑date data in agency systems.
Ensure timely completion of tasks and activities, monitoring activity and performance.
Communicate with the account team about workload status and potential issues.
Provide proactive, responsive customer service.
Maintain productivity and quality standards and seek continuous improvement.
Stay updated on company policies, procedures, and industry best practices.
Enhance technical skills and industry knowledge through professional development.
Build positive relationships with colleagues and leadership; champion IOA values of integrity and leadership.
Ideal Candidate Qualifications
2+ years of industry experience, or 5+ years of related customer‑service experience.
Thorough knowledge of insurance brokerage and client needs.
Active P&C licensing.
Strong analytical, problem‑solving, and decision‑making skills.
Exceptional customer‑service, communication, multitasking, and organizational skills.
Proficiency in Microsoft 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.
401(k) with employer match.
Professional growth and career progression opportunities.
Respectful culture with work/family life balance.
Commitment to community service.
Supportive teammates and a rewarding work environment.
Application Process
30‑minute phone screen, online assessments, and interview(s).
Salary Range $52,000.00 to $62,000.00 per year, depending on experience, relevant skills, and geographic location.
Equal Opportunity Statement Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Seniority Level Entry level
Employment Type Full‑time
Job Function Sales and Business Development
Industry Insurance
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Location and Remote Flexibility Hybrid: 1–2 days in office at one of the Aliso Viejo, Ontario, Pasadena, San Diego, or Santa Barbara, CA office locations.
Fully Remote: available only for candidates located in the Los Angeles County area. The position will transition to hybrid (1–2 days in office) at a future LA County office.
Key Responsibilities
Assist the account team with day‑to‑day administrative tasks to meet production and quality performance requirements.
Support the Team Support/Receptionist and Account Assistant in directing daily activities.
Handle general office tasks and administration.
Process policy endorsements, audits, cancellations, reinstatements, releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.
Identify and reconcile billing inaccuracies, review policy forms, and prepare submissions for online rating, proposals, AOR letters, and new/renewal business workflows.
Maintain accurate, up‑to‑date data in agency systems.
Ensure timely completion of tasks and activities, monitoring activity and performance.
Communicate with the account team about workload status and potential issues.
Provide proactive, responsive customer service.
Maintain productivity and quality standards and seek continuous improvement.
Stay updated on company policies, procedures, and industry best practices.
Enhance technical skills and industry knowledge through professional development.
Build positive relationships with colleagues and leadership; champion IOA values of integrity and leadership.
Ideal Candidate Qualifications
2+ years of industry experience, or 5+ years of related customer‑service experience.
Thorough knowledge of insurance brokerage and client needs.
Active P&C licensing.
Strong analytical, problem‑solving, and decision‑making skills.
Exceptional customer‑service, communication, multitasking, and organizational skills.
Proficiency in Microsoft 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.
401(k) with employer match.
Professional growth and career progression opportunities.
Respectful culture with work/family life balance.
Commitment to community service.
Supportive teammates and a rewarding work environment.
Application Process
30‑minute phone screen, online assessments, and interview(s).
Salary Range $52,000.00 to $62,000.00 per year, depending on experience, relevant skills, and geographic location.
Equal Opportunity Statement Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Seniority Level Entry level
Employment Type Full‑time
Job Function Sales and Business Development
Industry Insurance
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