Account Assistant - Personal Lines jobs in United States
cer-icon
Apply on Employer Site
company-logo

Insurance Office of America · 15 hours ago

Account Assistant - Personal Lines

Insurance Office of America is seeking an Account Assistant for Personal Lines to support the account team with administrative tasks and customer service. The role involves data entry, managing client communications, processing payments, and ensuring adherence to performance standards.

Insurance

Responsibilities

Process Endorsements: Accurately update management systems as required
Correspondence Management: Manage email and fax correspondence efficiently
Policy Changes: Manage cancellations and reinstatements effectively
Proofs of Insurance: Prepare proof of insurance promptly and accurately
Report Monitoring: Monitor Suspense Reports diligently
Payment Processing: Process client payments via various carrier portals
Notification Distribution: Download and distribute carrier notifications to appropriate team members
Team Assistance: Provide assistance to team members and department as required
Communication: 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

Qualification

Customer serviceMS Office proficiencyMulti-taskingOrganizational skillsHigh accuracyCommunication skills

Required

Exceptional customer service and communication skills
Strong multi-tasking and organizational skills
High accuracy in handling large work volumes
Proficiency in MS Office (Outlook, Word, Excel)
High School diploma (or equivalent)

Benefits

Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Employee stock plan participation
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

twittertwittertwitter
company-logo
Insurance Office of America is a full-service insurance agency.

Funding

Current Stage
Late Stage
Total Funding
unknown
2025-10-07Private Equity

Leadership Team

leader-logo
Dennis Robinson
Sr. Vice President / Partner
linkedin
leader-logo
Heath Ritenour
Chairman of the Board
linkedin
Company data provided by crunchbase