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Insurance Office of America · 3 weeks ago

Account Associate - Commercial Lines

Simi Valley, CA

Full-time

Onsite

Entry Level

$52K/yr - $62K/yr

2+ years exp

Insurance Office of America is seeking an Account Associate for their Commercial Lines division. The role involves supporting the account team with administrative tasks, customer service, and ensuring compliance with company policies while maintaining quality and productivity standards.

Insurance

Responsibilities

Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant

Assist with general office tasks and administration

Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders

Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows

Maintain accurate and up-to-date data in agency systems

Ensure timely completion of tasks and activities

Keep the account team informed of workload status and any issues

Provide proactive and responsive service

Ensure productivity and quality standards are met

Participate in team building and promote a positive work environment

Seek and adopt best practices

Stay updated on company policies and procedures

Enhance technical skills and industry knowledge

Foster positive relationships with colleagues and leadership

Demonstrate integrity and leadership

Qualification

Active P&C licenseCommercial lines experienceInsurance brokerage knowledgeMS Office proficiencyAnalytical skillsCustomer service skillsMultitasking skillsProblem-solving skillsDecision-making skillsCommunication skillsOrganizational skills