Account Associate - Commercial Lines; Hybrid

Account Associate - Commercial Lines (Hybrid Opportunity)

Role at Insurance Office of America

1-2 days in office per week |

Location:

Las Vegas, NV or Pleasanton, CA

Active property & casualty (P&C) license required.

Assist the account team with day-to-day administrative tasks, recurring customer service issues, and production and quality performance requirements. Ensure no liability associated with errors or omissions.

• Team Support:
  Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant.
• Office Support:
  Assist with general office tasks and administration.
• Policy Processing:
  Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, , certificates, and binders.
• Task Management:
  Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.
• Data Management:
  Maintain accurate and up-to-date data in agency systems.
• Activity Monitoring:
  Ensure timely completion of tasks and activities.
• Communication:
  Keep the account team informed of workload status and any issues.
• Service Excellence:
  Provide proactive and responsive service.
• Performance Monitoring:
  Ensure productivity and quality standards are met.
• Promote Culture:
  Participate in team building and promote a positive work environment.
• Continuous Improvement:
  Seek and adopt best practices.
• Compliance:
  Stay updated on company policies and procedures.
• Professional Development:
  Enhance technical skills and industry knowledge.
• Relationship Building:
  Foster positive relationships with colleagues and leadership.
• Champion IOA Values:
  Demonstrate 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.
• Employee stock plan participation.
• 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, and Interview(s).

Expected pay: $45,000.00 - $60,000.00 per year, depending on experience, relevant skills, and geographic location.

• Entry level

• Full-time

• Sales and Business Development

• Insurance

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.