Account Associate - Personal Lines
Insurance Office of America, Longwood, FL, United States
Account Associate - Personal Lines
Plays a crucial role in managing client accounts and providing exceptional customer service. Working closely with the account manager, the responsibilities will include processing endorsements, handling client inquiries, managing cancellations, addressing return mail, and responding to underwriter memos. Beyond these tasks, a key focus of the role will be to collaborate with the account manager in nurturing client and agency relationships. Their ability to deliver outstanding customer service and contribute to the growth of these relationships will be essential to their team's success. Key responsibilities include: Process endorsements accurately update management systems as required. Deliver excellent customer service by promptly addressing customer inquiries. Manage email and fax correspondence efficiently. Handle cancellations, reinstatements, and address any changes needed. Manage return mail and update address/policy details as necessary. Communicate effectively with insurance companies and customers to fulfill underwriting requirements. Prepare proof of insurance promptly and accurately. Collaborate closely with Account Managers to support servicing of books of business. Maintain frequent and transparent communication with supervisor regarding any obstacles and issues affecting ability to meet performance expectations; seek, accept, and implement performance coaching. Champion IOA core values and demonstrate integrity and leadership. Ideal candidate qualifications include: 2 years of personal lines experience State required active licensing (2-20, 20-44 or equivalent) Exceptional customer service and communication skills Strong multi-tasking, organizational, and decision-making skills High accuracy in handling large work volumes 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) The expected pay range for this position is $19.00 to $21.00 per hour, 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.
Plays a crucial role in managing client accounts and providing exceptional customer service. Working closely with the account manager, the responsibilities will include processing endorsements, handling client inquiries, managing cancellations, addressing return mail, and responding to underwriter memos. Beyond these tasks, a key focus of the role will be to collaborate with the account manager in nurturing client and agency relationships. Their ability to deliver outstanding customer service and contribute to the growth of these relationships will be essential to their team's success. Key responsibilities include: Process endorsements accurately update management systems as required. Deliver excellent customer service by promptly addressing customer inquiries. Manage email and fax correspondence efficiently. Handle cancellations, reinstatements, and address any changes needed. Manage return mail and update address/policy details as necessary. Communicate effectively with insurance companies and customers to fulfill underwriting requirements. Prepare proof of insurance promptly and accurately. Collaborate closely with Account Managers to support servicing of books of business. Maintain frequent and transparent communication with supervisor regarding any obstacles and issues affecting ability to meet performance expectations; seek, accept, and implement performance coaching. Champion IOA core values and demonstrate integrity and leadership. Ideal candidate qualifications include: 2 years of personal lines experience State required active licensing (2-20, 20-44 or equivalent) Exceptional customer service and communication skills Strong multi-tasking, organizational, and decision-making skills High accuracy in handling large work volumes 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) The expected pay range for this position is $19.00 to $21.00 per hour, 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.