Account Associate - Commercial Lines
Insurance Office of America, Beverly Hills, CA, United States
Overview
Title:
Account Associate - Commercial Lines
Hybrid:
1-2 days in office out of either the Aliso Viejo, Ontario, Pasadena, San Diego, or Santa Barbara, CA office locations
OR Fully Remote:
only for candidates in the Los Angeles County area, as 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, 2 years of commercial lines experience
Please note:
If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations
Responsibilities
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.
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
What To Expect (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.
#J-18808-Ljbffr
Account Associate - Commercial Lines
Hybrid:
1-2 days in office out of either the Aliso Viejo, Ontario, Pasadena, San Diego, or Santa Barbara, CA office locations
OR Fully Remote:
only for candidates in the Los Angeles County area, as 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, 2 years of commercial lines experience
Please note:
If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations
Responsibilities
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.
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
What To Expect (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.
#J-18808-Ljbffr