Account Associate - Commercial Lines
Insurance Office of America, Oceanside, CA, United States
Account Associate - Commercial Lines
Insurance Office of America
Location Hybrid: 1–2 days in office at one of the following California locations: Aliso Viejo, Ontario, Pasadena, San Diego, or Santa Barbara. Fully Remote: Applicants located in Los Angeles County may work fully remote initially; position will transition to hybrid later.
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
Active P&C license, 2 years of commercial lines experience.
2+ years of industry experience, OR 5+ years of related experience in customer service.
Thorough knowledge of insurance brokerage and client needs.
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
Salary Range $52,000 to $62,000 per year, depending on experience and location.
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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Location Hybrid: 1–2 days in office at one of the following California locations: Aliso Viejo, Ontario, Pasadena, San Diego, or Santa Barbara. Fully Remote: Applicants located in Los Angeles County may work fully remote initially; position will transition to hybrid later.
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
Active P&C license, 2 years of commercial lines experience.
2+ years of industry experience, OR 5+ years of related experience in customer service.
Thorough knowledge of insurance brokerage and client needs.
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
Salary Range $52,000 to $62,000 per year, depending on experience and location.
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