Account Associate- Commercial Insurance; Remote

Account Associate - Commercial Lines

Join to apply for the Account Associate - Commercial Lines role at Insurance Office of America

Remote (Southeastern US Only) | Location/Supporting:
Longwood, FL | Book Focus:
General, Contractors, Construction

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. Remote work is not a substitute for childcare, elder care or other personal responsibilities during working hours.
To view our branch locations, please visit:

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.

• Assisting in directing day‑to‑day activities of Team Support/Receptionist and Account Assistant.
• Assisting with general office tasks and administration.
• Policy processing: handling endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, , certificates, and binders.
• Task management: identifying and reconciling billing inaccuracies, reviewing policy forms, preparing submissions, online rating, proposals, AOR letters, and supporting new/renewal business workflows.
• Data management: maintaining accurate and up-to-date data in agency systems.
• Activity monitoring: ensuring timely completion of tasks and activities.
• Communication: keeping the account team informed of workload status and any issues.
• Service excellence: providing proactive and responsive service.
• Performance monitoring: ensuring productivity and quality standards are met.
• Promoting culture: participating in team building and promoting a positive work environment.
• Continuous improvement: seeking and adopting best practices.
• Compliance: staying updated on company policies and procedures.
• Professional development: enhancing technical skills and industry knowledge.
• Relationship building: fostering positive relationships with colleagues and leadership.
• Championing IOA values: demonstrating integrity and leadership.

• 2+ years of industry experience, OR 5+ years of related experience in customer service.
• Thorough knowledge of insurance brokerage and client needs.
• Required active licensing.
• Strong analytical, problem‑solving, and decision‑making skills.
• Exceptional customer service, communication, multitasking, and organizational skills.
• 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.
• Interview(s).

The expected pay range for this position is $50,000‑$60,000 annually, 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.