Insurance Office of America · 1 week ago
Senior Account Associate- Remote (Commercial Insurance- SBU)
United States
Full-time
Remote
Mid, Senior Level
$43K/yr - $60K/yr
3+ years expInsurance Office of America is seeking a Senior Account Associate for their Commercial Lines team. This role involves providing administrative and customer service support to the account team while managing small-sized accounts and ensuring production and quality standards are met.
Insurance
Responsibilities
Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate
Track policy expirations for existing clients, ensuring renewals are processed accurately and on time
Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters
Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance
Assist in reviewing contracts to ensure proper coverages are included
Monitor reports and take action on delinquent accounts, collecting outstanding balances
Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness
Monitor and maintain activity/suspense to ensure timely completion
Maintain frequent, transparent communication with the account team regarding workload status and any issues
Deliver excellent service, proactively anticipate needs, and respond quickly to service requests
Stay updated on company policies and procedures
Seek and adopt best practices to improve individual and team performance
Demonstrate integrity and leadership
Qualification
Required
3+ years of customer service experience in the insurance industry
Thorough knowledge of insurance brokerage and client needs
Required active licensing
Strong analytical, problem-solving, and decision-making skills
Exceptional customer service, communication, multitasking, and organizational skills
Proficiency in MS Office (Outlook, Word, Excel)
High School Diploma (or equivalent)
Preferred
professional designation (CISR) preferred
Benefits
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
Company
Insurance Office of America
Insurance Office of America is a full-service insurance agency.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-10-07Private Equity
Leadership Team
Dennis Robinson
Sr. Vice President / Partner
Heath Ritenour
Chairman of the Board
Recent News
2026-01-22
FinTech Global
2025-10-07
Company data provided by crunchbase