Account Associate- Commercial Insurance; Remote
Union, Union County, South Carolina, 29379, USA
Listed on 2026-01-12
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Account Associate - Commercial Lines
Remote (Southeastern U.S. Only) –
Location:
Longwood, FL
Book Focus:
General, Contractors, Construction
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. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues.
Key Responsibilities- Assist in directing day‑to‑day activities of Team Support/Receptionist and Account Assistant.
- Assist with general office tasks and administration.
- Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, , certificates, and binders.
- Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.
- Maintain accurate and up‑to‑date data in agency systems.
- Ensure timely completion of tasks and activities.
- Keep the account team informed of workload status and any issues.
- Provide proactive and responsive service.
- Ensure productivity and quality standards are met.
- Participate in team building and promote a positive work environment.
- Seek and adopt best practices.
- Stay updated on company policies and procedures.
- Enhance technical skills and industry knowledge.
- Foster positive relationships with colleagues and leadership.
- Demonstrate integrity and leadership.
- 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, 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.
- 30‑Minute Phone Screen, Online Assessments, and Interview(s).
Salary Range: $50‑60K annually, 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.
Seniority level:
Entry level.
Employment type:
Full‑time. Job function:
Sales and Business Development. Industries:
Insurance.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).