Job Description
Title: Account Associate - Commercial Lines
Remote | Location/based out of Longwood, FL | Book Focus: General with Construction. Average Premium 136K
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 Responsibilitie
- s:Team Support: Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistan
- t.Office Support: Assist with general office tasks and administratio
- n.Policy Processing: Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binder
- s.Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflow
- s.Data Management: Maintain accurate and up-to-date data in agency system
- s.Activity Monitoring: Ensure timely completion of tasks and activitie
- s.Communication: Keep the account team informed of workload status and any issue
- s.Service Excellence: Provide proactive and responsive servic
- e.Performance Monitoring: Ensure productivity and quality standards are me
- t.Promote Culture: Participate in team building and promote a positive work environmen
- t.Continuous Improvement: Seek and adopt best practice
- s.Compliance: Stay updated on company policies and procedure
- s.Professional Development: Enhance technical skills and industry knowledg
- e.Relationship Building: Foster positive relationships with colleagues and leadershi
- p.Champion IOA Values: Demonstrate integrity and leadershi
p.
Ideal Candidate Qualificatio
- ns:2+ years of industry experience, or 5+ years of related experience in customer serv
- iceThorough knowledge of insurance brokerage and client ne
- edsRequired active licens
- ingStrong analytical, problem-solving, and decision-making ski
- llsExceptional customer service, multitasking, and organizational ski
- llsExcellent communication ski
- llsProficiency in MS Office (Outlook, Word, Exc
- el)High School Diploma (or equivale
nt)
What We Of
- fer:Competitive salaries and bonus poten
- tialCompany-paid health insur
- ancePaid holidays, vacations, and sick
- time401K with employer m
- atchEmployee stock plan participa
- tionProfessional growth and career progression opportuni
- tiesRespectful culture and work/family life bal
- anceCommunity service commit
- mentSupportive teammates and a rewarding work environ
ment
What to Expect (Application Proc
- ess):30-Minute Phone Screen, Online Assessments, and Intervi
ew(s)
R-366
