Insurance Office of America
Account Associate - Commercial Lines (Hybrid or Remote Opportunity)
Insurance Office of America, Saint Louis, Missouri, United States, 63146
Account Associate - Commercial Lines (Hybrid or Remote Opportunity)
Join to apply for the
Account Associate - Commercial Lines (Hybrid or Remote Opportunity)
role at
Insurance Office of America
Hybrid Preferred 1-2 days in office at either Columbia, SC or Lexington, SC office, or Fully Remote (Eastern and Central Time Zones).
Location Columbia, SC
Requirements Active P&C license, 2 years prior experience. Book Focus: General.
Remote Work Note If this position is posted as fully remote or hybrid, individuals within 50 miles of a branch location may be required to work onsite in a hybrid capacity as needed. 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.
About the Role 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. 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 customer service experience.
Thorough knowledge of insurance brokerage and client needs.
Required active property & casualty (P&C) 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.
What To Expect (Application Process)
30‑Minute Phone Screen, Online Assessments, and Interview(s).
Salary Range The expected pay range for this position is $30,000 to $50,000 per year, depending on experience, relevant skills, and geographic location.
3>Equal Opportunity Employer Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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Account Associate - Commercial Lines (Hybrid or Remote Opportunity)
role at
Insurance Office of America
Hybrid Preferred 1-2 days in office at either Columbia, SC or Lexington, SC office, or Fully Remote (Eastern and Central Time Zones).
Location Columbia, SC
Requirements Active P&C license, 2 years prior experience. Book Focus: General.
Remote Work Note If this position is posted as fully remote or hybrid, individuals within 50 miles of a branch location may be required to work onsite in a hybrid capacity as needed. 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.
About the Role 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. 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 customer service experience.
Thorough knowledge of insurance brokerage and client needs.
Required active property & casualty (P&C) 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.
What To Expect (Application Process)
30‑Minute Phone Screen, Online Assessments, and Interview(s).
Salary Range The expected pay range for this position is $30,000 to $50,000 per year, depending on experience, relevant skills, and geographic location.
3>Equal Opportunity Employer Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
#J-18808-Ljbffr