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Insurance Office of America
Longwood, FL | Full Time
$37k-47k (estimate)
10 Months Ago
CareerBuilder
Longwood, FL | Full Time
$51k-72k (estimate)
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Insurance Office of America
Longwood, FL | Full Time
$59k-81k (estimate)
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Insurance Office of America
Longwood, FL | Full Time
$77k-100k (estimate)
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Insurance Office of America
Longwood, FL | Full Time
$47k-62k (estimate)
1 Month Ago
Insurance Office of America
Longwood, FL | Full Time
$51k-72k (estimate)
1 Month Ago
Account Associate
$37k-47k (estimate)
Full Time 10 Months Ago
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Insurance Office of America is Hiring an Account Associate Near Longwood, FL

 
*** This is a Hybrid Work Opportunity located out of our Longwood, FL office ***

Title: Account Associate- Commercial Lines

Welcome to Insurance Office of America – one of the nation’s largest and premier privately held insurance agencies! Recognized as a Top Workplaces USA Award winner, IOA’s commitment to both a rewarding culture and employee satisfaction is unwavering. Prioritizing a strong work/life balance, personal and professional growth, competitive benefits, and giving back to our community aren’t just clichés here – they’re a part of who we are. With a growing workforce and over 60 office locations across the US and Northern Ireland, we can confidently serve our clients with an unmatched standard of excellence.

Want to learn more? Complete the application below and one of our talented recruiters will be ready to answer any other questions you may have.

Job Summary

Working under the direction of an Account Manager (AM) and/or Account Executive (AE) and following established industry and company guidelines; provides administrative and customer service support to account team andProducer;andmeetingallperformancerequirementsregardingproduction,qualityandensuringthatno liability associated with errors or omissions occur.Resolves basic and routine administrative and customer service problems directly, and refers complex requests or inquiries to more senior staff.

What You’ll Do:

  • Assist in directing day-to-day activities and work flow assigned to Team Support/Receptionist and Account Assistant
  • Process the following tasks accurately and within required timeframes:
    • Process Policy Endorsements and carrier Audits; identify errors and facilitate corrective actions
    • Process Policy Cancellations, Reinstatements and Lost Policy Releases (LPR)
    • Prepare Check requests, Invoices and Premium Finance Agreements
    • Prepare Summaries of Insurance
    • Order Loss Runs and MVR’s
    • Issue Auto ID Cards
    • Issue Certificates of Insurance and Evidences of Property
    • Issue Binders of Insurance
    • Prepare Check Requests, Invoicing and Premium Finance Agreements
  • Assist with the following tasks accurately and within required timeframes:
    • Identify and reconcile any inaccuracies in Account billings
    • Preliminary review of policy forms, identifying discrepancies and making any necessary changes as directed by AM, AE or Producer
    • Prepare complete and accurate submissions including Acord applications and/or supplemental forms
    • Online Rating
    • Prepare Proposals
    • Prepare Agent of Record letters (AOR)
    • Provide support in the New Business or Renewal Business Workflow
  • Data entry and maintain agency management system, other agency supported systems and carrier/vendor online platforms, ensuring all data entered is complete, clearly presented and well-documented, accurate, and up to date.
  • Monitor and maintain activity/suspense, taking required action to ensure completion within required time frame.
  • Maintain frequent, transparent communication with account team regarding individual and team client service and policy administration activities, ensuring that the account team is fully informed of workload status, questions and/or any errors, discrepancies or changes related to assigned duties and tasks.
  • Always deliver excellent service, including proactively anticipating needs, maintaining frequent and professional communication, and responding quickly to service requests.
  • Continually stay abreast of all company policies and procedures to ensure good knowledge, execution and compliance of standard operating procedures.
  • Continually seek to improve individual and team performance, including identifying, communicating and adopting best practices.
  • Live and champion IOA core values at all times, demonstrating the highest level of personal character, integrity, and servant leadership
  • Regular and consistent attendance is expected and a necessary component to the job
  • Perform other duties as assigned

What We’re Looking For:

2 years of industry experience; or 5 of related experience in customer service

Has good understanding of what an insurance brokerage is and does

All required active licensing

Excellent administrative, multi-tasking, and organizational skills

Excellent customer service skills

Outstanding verbal/written communication skills

PC proficiency, including basic knowledge of MS Office products, including Outlook, Word and Excel

Exceptional personal character

High School Diploma (or equivalent)

What We Offer:

  • Competitive salaries and bonus earning potential
  • Great benefits, including company paid health insurance
  • Paid time off for holidays, vacations, and sick time
  • 401K with an employer match
  • Participation in our employee stock plan
  • Opportunities for professional growth and career progression
  • A culture that emphasizes respect for every individual
  • Company commitment to work/family life balance and community service
  • Teammates who share your drive for excellence
  • Knowing every day you are helping our clients protect their families and businesses

Still wondering if IOA is the right fit for you?

  • If you want to feel the significance of knowing your efforts have been both recognized, appreciated and rewarded, then IOA is right for you.
  • If you want to feel valued and have a real influence towards the continued success of your organization, then IOA is right for you.
  • If you want to feel the peace of knowing that you’ve made the best decision of your professional life, then IOA is right for you.

Job Summary

JOB TYPE

Full Time

SALARY

$37k-47k (estimate)

POST DATE

05/28/2022

EXPIRATION DATE

09/22/2023

WEBSITE

ioa-insurance.com

HEADQUARTERS

Towson, MD

SIZE

25 - 50

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The job skills required for Account Associate include Health Insurance, Customer Service, Leadership, Property & Casualty Insurance, Work Ethic, Billing, etc. Having related job skills and expertise will give you an advantage when applying to be an Account Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Account Associate. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Account Associate positions, which can be used as a reference in future career path planning. As an Account Associate, it can be promoted into senior positions as an Insurance Senior Broker that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Account Associate. You can explore the career advancement for an Account Associate below and select your interested title to get hiring information.

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If you are interested in becoming an Account Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Account Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Account Associate job description and responsibilities

Monitoring all the accounts for delayed payments and debts following up with the client for overdue payments.

01/17/2022: Bellingham, WA

The accounting associate may be required to converse regularly with co-workers, supervisors, managers and other personnel.

01/10/2022: Fargo, ND

Support Account Managers on renewals and cross-sell opportunities by working closely with them to execute on territory and account plans to achieve strategic development.

02/12/2022: Charleston, SC

Manage key wholesale accounts - organize and conduct sales appointments for the brand.

02/01/2022: Cincinnati, OH

Responds directly to simple and moderately difficult client questions and requests, and solicits assistance from Account Manager as needed.

01/31/2022: Saginaw, MI

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Account Associate jobs

Responsible for processing all payable and receivable transactions on behalf of the client with 70% of the support being done over the phone, thus excellent communication skills is a must.

01/16/2022: Philadelphia, PA

Don’t be afraid to ask questions and try to work on as many diverse accounts as possible.

02/23/2022: Saint Petersburg, FL

Conduct research on the employer, hiring manager, and job opportunity.

01/20/2022: High Point, NC

Approach the Wholesale Portal cautiously.

02/04/2022: Kansas City, KS

Build an optimized Account Associate resume quickly and easily using relevant skills like excellent communication skills, customer service。

02/18/2022: Orlando, FL

Step 3: View the best colleges and universities for Account Associate.

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