What are the responsibilities and job description for the Account Associate - Personal Lines position at Insurance Office of America?
Job Description
Title: Account Associate - Personal Lines
Work Mode: Fully remote for candidates able to work EST schedule | Location/Supporting: Longwood, FL | Experience: Quoting & Binding Personal Lines Policies. 2-20 or 20-44 license
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations
About the Role: Plays a crucial role in managing client accounts and providing exceptional customer service. Working closely with the account manager, the responsibilities will include processing endorsements, handling client inquiries, managing cancellations, addressing return mail, and responding to underwriter memos. Beyond these tasks, a key focus of the role will be to collaborate with the account manager in nurturing client and agency relationships. Their ability to deliver outstanding customer service and contribute to the growth of these relationships will be essential to their team's success.
Key Responsibilities
The expected pay range for this position is $19.00 to $21.00 per hour, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Title: Account Associate - Personal Lines
Work Mode: Fully remote for candidates able to work EST schedule | Location/Supporting: Longwood, FL | Experience: Quoting & Binding Personal Lines Policies. 2-20 or 20-44 license
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations
About the Role: Plays a crucial role in managing client accounts and providing exceptional customer service. Working closely with the account manager, the responsibilities will include processing endorsements, handling client inquiries, managing cancellations, addressing return mail, and responding to underwriter memos. Beyond these tasks, a key focus of the role will be to collaborate with the account manager in nurturing client and agency relationships. Their ability to deliver outstanding customer service and contribute to the growth of these relationships will be essential to their team's success.
Key Responsibilities
- Process Endorsements: Accurately update management systems as required.
- Customer Service: Deliver excellent customer service by promptly addressing customer inquiries.
- Correspondence Management: Manage email and fax correspondence efficiently.
- Policy Changes: Handle cancellations, reinstatements, and address any changes needed.
- Return Mail: Manage return mail and update address/policy details as necessary.
- Communication: Communicate effectively with insurance companies and customers to fulfill underwriting requirements.
- Proofs of Insurance: Prepare proof of insurance promptly and accurately.
- Team Collaboration: Collaborate closely with Account Managers to support servicing of books of business.
- Supervisor 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.
- 2 years of personal lines experience
- State required active licensing (2-20, 20-44 or equivalent)
- Exceptional customer service and communication skills
- Strong multi-tasking, organizational, and decision-making skills
- High accuracy in handling large work volumes
- Proficiency in MS Office (Outlook, Word, Excel)
- High School diploma (or equivalent)
- Competitive salaries and bonus potential
- 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
- 30-Minute Phone Screen, Online Assessments, and Interview(s)
The expected pay range for this position is $19.00 to $21.00 per hour, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Salary : $19 - $21