Account Associate - Commercial Lines

Account Associate - Commercial Lines

Insurance Office of America

Hybrid: 1‑2 days in office at one of our California locations (Aliso Viejo, Ontario, Pasadena, San Diego, Santa Barbara) or fully remote for Los Angeles County candidates transitioning to a future office.

• Assist the account team with day‑to‑day administrative and customer service tasks.
• Support team and receptionist operations.
• Handle policy processing: endorsements, audits, cancellations, reinstatements, releases, check requests, invoices, and funding documents.
• Manage billing inaccuracies and prepare submissions, ratings, proposals, and AOR letters.
• Maintain accurate data in agency systems.
• Ensure timely completion of tasks and activity monitoring.
• Communicate workload status and issues to the account team.
• Deliver proactive, responsive service and meet quality standards.
• Participate in team building and promote a positive work environment.
• Adopt best practices and stay informed on company policies.
• Enhance technical skills and industry knowledge.

• 2+ years of commercial lines experience or 5+ years in customer service.
• Active P&C license.
• Thorough knowledge of insurance brokerage and client needs.
• 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 salary ($52k‑$62k per year) 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‑life balance.
• Community service commitment.
• Supportive teammates and rewarding work environment.

• 30‑minute phone screen.
• Online assessments.
• Interview(s).

$52,000.00 to $62,000.00 per year, 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.