Description
Job Description:
Title: Account Associate - Commercial Lines
Remote: for California residents, Los Angeles County area (strongly preferred)
Supporting: IOA - Los Angeles | Book Focus: Generalist
Requirement: active property & casualty license
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations
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:
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, ID cards, 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 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, communications. multitasking, and organizational skills
Proficiency in MS Office (Outlook, Word, Excel)
High School Diploma (or equivalent)
What We Offer:
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
What to Expect (Application Process):
30-Minute Phone Screen, Online Assessments, and Interview(s)
Salary Range
The expected pay range for this position is $60,000.00 to $70,000.00 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.
Account Associate - Commercial Insurance • Tustin Foothills, CA, US
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities.Davidson Companies provides straightforward, personalized ad... Show more
Position Title: Care Associate.Department: Health and Wellness Exempt Status: Hourly/Non-exempt.Supervisor: Health and Wellness Director.Must be willing and able to do the following:.Provides assis... Show more
Job TitleAssume responsibility for World Class Client accounts and other accounts as assigned.Client Executive Service associates act as a leader for the service team members to include Client Admi... Show more
Benefits include: California Paid Sick Time, Set-Up and Tear Down Premium Pay Programs, End of Season Premium Pay Program.All Bonus and Pay Programs subject to qualifications.Brand - Spirit Hallowe... Show more
At IntelliSurvey, we're on a mission to enable professional research online.Headquartered in Irvine, California, we've spent more than two decades building one of the industry's most flexible and s... Show more
California residents (local to Irvine office) only.Remote with flexibility to meet in the Irvine office as needed.We are looking for a Highly Analytical Affiliate Marketing Manager to establish, gr... Show more
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delive... Show more
Assume responsibility for World Class Client accounts and other accounts as assigned.Client Executive Service associates act as a leader for the service team members to include Client Administrator... Show more
We are a full service Interactive Agency, based out of our Southern California headquarters.We are a passionate team of entrepreneurs in a medium sized established digital agency.We work for client... Show more
As the nation's leader in helping small to mid-sized businesses connect with new movers and locals, The N2 Company produces high-quality monthly magazines, targeted digital advertising, online medi... Show more
Commercial & Builder/A&D Sales Manager.The Commercial & Builder/A&D Sales Manager has a pivotal role focused on driving growth and building strong relationships with regional and custom home builde... Show more
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected.As one of the worlds' largest insurance brokers, our focus is dedicated to provi... Show more
Account Manager, Strategic Accounts.The Account Manager, Strategic Accounts will be the primary point of contact for key customer accounts, responsible for managing relationships, driving up-sell a... Show more
Title: Account Associate - Commercial Lines.California residents, Los Angeles County area (strongly preferred).Please note: If this position is posted as either fully remote and/or hybrid, in accor... Show more
Comparion Insurance Agency Sales Career.Comparion Insurance Agency is hiring self-motivated, relationship-driven professionals for a rewarding outside sales career.This role offers autonomy and fle... Show more
Looking for a career where attention to detail meets meaningful client impact? We're hiring a Remote Physical Auditor to play a key role in ensuring accurate and compliant insurance audits.Come Joi... Show more
Account Servicing Specialist (Impounds).The Account Servicing Specialist (Impounds) will be responsible for servicing auto loan accounts.Follow and ensure compliance with all company policies and p... Show more
Commercial Sales And Service Role.Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank.Maintains and promotes a client ser... Show more
Security National Life is a solid company with more than 60 years in the market and growing.Based out of Salt Lake City, we represent funeral homes across the country.We are the industry's all-in-o... Show more
Mutual of Omaha Mortgage seeks a relationship-driven Affiliate Account Manager to join our team.As an Affiliate Account Manager, you will grow and manage our network of mortgage affiliates and lead... Show more
