Account Associate- Commercial Insurance; Remote

Account Associate - Commercial Insurance (Remote)

Title: Account Associate - Commercial Lines

Work Mode: Remote (Southeastern US Only)

Location/Supporting: Longwood, FL

Book Focus: General, Contractors, Construction

About the Role: Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting production and quality requirements. Ensure no liability from errors or omissions. Resolve basic and routine administrative and customer service issues.

Policy

Note:

If this position is posted as fully remote and/or hybrid, individuals within a 50‑mile radius of a branch may be required to work onsite in a hybrid capacity. A dedicated, distraction‑free workspace is required. Remote work is not a substitute for childcare, elder care, or other personal responsibilities. For branch locations, visit

• Assist Team Support/Receptionist and Account Assistant with day‑to‑day activities
• Support general office tasks and administration
• Handle policy processing tasks such as endorsements, audits, cancellations, reinstatements, releases, requests, invoices, finance agreements, summaries, loss runs, MVRs, , certificates, and binders
• Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal workflows
• Maintain accurate data in agency systems
• Ensure timely completion of tasks and activities
• Keep account team informed of workload status and issues
• Provide proactive, responsive service
• Monitor productivity and quality standards
• Participate in team building and promote 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 (IOA values)

• 2+ years of industry experience, or 5+ years of related customer service experience
• Thorough knowledge of insurance brokerage and client needs
• Active licensing required
• Strong analytical, problem‑solving, and decision‑making skills
• Exceptional customer service, communication, mult‑tasking, and organizational skills
• Proficiency with 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
• 401(k) with employer match
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and rewarding work environment

• 30‑Minute Phone Screen, Online Assessments, and Interview(s)

Expected pay range: 50‑60K 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.

Not Applicable

Full‑time

Sales and Business Development

Insurance