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Insurance Office of America · 2 days ago

Account Associate- Commercial Insurance (Remote)

United States

Full-time

Remote

Entry Level

$50K/yr - $60K/yr

2+ years exp

Insurance Office of America is seeking an Account Associate to assist the account team with day-to-day administrative tasks and customer service. The role involves policy processing, data management, and ensuring service excellence while promoting a positive work environment.

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

Insurance brokerage knowledgeActive licensingCustomer service experienceMS Office proficiencyAnalytical skillsMultitasking skillsProblem-solving skillsDecision-making skillsCommunication skillsOrganizational skills