Account Associate - Commercial Lines

Account Associate - Commercial Lines

Insurance Office of America is hiring an Account Associate for Commercial Lines. The role will support the account team with day‑to‑day administrative tasks, customer service, and performance requirements to ensure no liability from errors or omissions.

Location & Arrangements: Hybrid 1-2 days in office at one of the Aliso Viejo, Ontario, Pasadena, San Diego, or Santa Barbara, CA offices, or fully remote (only candidates in Los Angeles County). Remote positions remain open until the transition to hybrid is complete at a future LA‑county location.

Please note:

remote work requires a dedicated, distraction‑free workspace. Remote work is not a substitute for childcare, eldercare, or other personal responsibilities during working hours.

To view our branch locations, visit

About the Role: Assist the account team in completing day‑to‑day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Responsibilities include resolving basic and routine administrative and customer service issues.

• 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.

Ideal Candidate

Qualifications:

• 2+ years of industry experience or 5+ years of related customer service experience.
• 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).

What We Offer:

• Competitive salary 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 a rewarding work environment.

Application Process: 30‑minute phone screen, online assessments, and interview(s).

Salary Range: $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.

• Entry level

• Full‑time

• Sales and Business Development

• Insurance

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