Insurance Office of America
Account Associate - Commercial Lines
Insurance Office of America, Los Angeles, California, United States, 90079
Account Associate - Commercial Lines
Hybrid: 1-2 days in office at one of the following locations: Aliso Viejo, Ontario, Pasadena, San Diego, or Santa Barbara, CA. OR Fully Remote: only for candidates in the Los Angeles County area; this position will transition to hybrid (1-2 days in office) out of a future office in the Los Angeles County area at a later date.
Supporting: Glendale, CA | Book Focus: General, Entertainment.
Requirement:
active P&C license and 2 years of commercial lines experience.
Remote work policy: Individuals residing within a 50‑mile radius of a branch location may be required to work onsite in a hybrid capacity as business needs arise. Remote work requires a dedicated, distraction‑free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. For branch locations, visit ioausa.com/locations.
About the Role:
Assist the account team with day‑to‑day administrative tasks, recurring customer service duties, and meeting performance requirements for production and quality. Ensure liability is avoided through careful error and omission management. Responsibilities include resolving 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 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).
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.
Application Process
30‑Minute Phone Screen, Online Assessments, and Interview(s).
Salary Range The expected pay range for this position is $52,000.00 to $62,000.00 per year, depending on experience, relevant skills, and geographic location.
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
Industries Insurance
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Supporting: Glendale, CA | Book Focus: General, Entertainment.
Requirement:
active P&C license and 2 years of commercial lines experience.
Remote work policy: Individuals residing within a 50‑mile radius of a branch location may be required to work onsite in a hybrid capacity as business needs arise. Remote work requires a dedicated, distraction‑free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. For branch locations, visit ioausa.com/locations.
About the Role:
Assist the account team with day‑to‑day administrative tasks, recurring customer service duties, and meeting performance requirements for production and quality. Ensure liability is avoided through careful error and omission management. Responsibilities include resolving 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 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).
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.
Application Process
30‑Minute Phone Screen, Online Assessments, and Interview(s).
Salary Range The expected pay range for this position is $52,000.00 to $62,000.00 per year, depending on experience, relevant skills, and geographic location.
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
Industries Insurance
#J-18808-Ljbffr