Account Associate- Commercial Insurance; Remote

Account Associate - Commercial Lines (Remote)

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.

Remote (Southeastern US Only). Supported location:
Longwood, FL (remote workers within a 50‑mile radius of a branch may be required to work onsite).

• 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