Job Description:

Title: Account Associate - Commercial Lines 

Fully Remote: Arizona, California, Nevada, Washington | supporting our Encino, CA office | Book Focus: General

 
About the Role: Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues. 

 
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: 

2+ years of industry experience, OR 5+ years of related experience in customer service 

Thorough knowledge of insurance brokerage and client needs 

Required active Property & Casualty 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 

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 

 
What to Expect (Application Process): 

30-Minute Phone Screen, Online Assessments, and Interview(s) 

Salary Range

Salary Range: $50,000.00 to $65,000.00
*salary range variable based on experience

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.