Account Associate - Commercial Lines

Account Associate - Commercial Lines

Insurance Office of America

Hybrid: 1–2 days in office at one of the following California locations:
Aliso Viejo, Ontario, Pasadena, San Diego, or Santa Barbara. Fully Remote:
Applicants located in Los Angeles County may work fully remote initially; position will transition to hybrid later.

• 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.

• Active P&C license, 2 years of commercial lines experience.
• 2+ years of industry experience, OR 5+ years of related experience in customer service.
• Thorough knowledge of insurance brokerage and client needs.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional customer service, communications, 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

$52,000 to $62,000 per year, depending on experience and location.

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