Senior Account Associate - Commercial - Hybrid

Job Summary

Working under general direction of an Account Manager (AM), Account Executive (AE) or Producer and following established industry and company guidelines; provides administrative and customer service support to account team, Producer and/or assigned group of accounts; and meeting all performance requirements regarding production, quality and ensuring that no liability associated with errors and omissions occur. Capable of resolving moderately complex customer service problems; showing the ability for critical thinking and thought process in taking the next step in the best interest of the client, carrier partner and IOA. Typically assigned to small-sized accounts and/or to those accounts having the least complex needs.

What You’ll Do:

• Assist in directing day-to-day activities and work flow assigned to Team Support/Receptionist, Account Assistant and/or Account Associate
• Assist and ensure all new and renewal insurance policies are processed accurately and within required timeframes by tracking policy expirations for existing clients and work proactively to ensure appropriate actions are taken to facilitate renewals
• Processing the following tasks accurately and within required timeframes:Processing Policy Endorsements and carrier Audits; identify errors and facilitate corrective actionsProcessing Policy Cancellations, Reinstatements and Lost Policy Releases (LPR)Preparing Check requests, Invoices and Premium Finance AgreementsPreparing Summaries of InsuranceOrdering Loss Runs and MVR’sIssuing Auto ID CardsIssuing Certificates of Insurance and Evidences of PropertyIssuing Binders of InsurancePreparing Check Requests, Invoicing and Premium Finance AgreementsIdentifying and reconciling of any inaccuracies in Account billingsPreparing Agent of Record letters (AOR)
• Provide support to AM, AE or Producer in the new business and renewal business workflows, including but not limited to:Client research and gathering complete underwriting informationConducting Loss Run AnalysisPreparing complete and accurate submissions including Acord applications and/or supplemental forms; sending out to market and/or performing Online Rating as requiredEvaluating and negotiating coverages and pricingPreparing and presenting Proposals as directed by AM, AE or ProducerBinding coverage and complying with any subjectivity(ies) as required by carrier, Surplus Lines Association and/or IOADiligent follow up for Policy IssuanceReview all policies, identifying and notifying AM, AE or Producer of any discrepancies and ensuring that all necessary changes are submitted to and issued by the carrierMaintaining accurate schedules and/or Summaries of Insurance
• Assist in review of contracts to ensure proper coverages are included
• Monitor Accounts Receivables report and take action on any delinquent accounts along with collecting outstanding balances due
• Data entry and maintain agency management system, other agency supported systems and carrier/vendor online platforms, ensuring all data entered is complete, clearly presented and well-documented, accurate, and up-to-date
• Monitor and maintain activity/suspense, taking necessary action to ensure completion within required time frame
• Maintain frequent, transparent communication with account team regarding individual and team client service and policy administration activities, ensuring that the account team is fully informed of workload status, questions and/or any errors, discrepancies or changes related to assigned duties and tasks
• Deliver excellent service at all times, including proactively anticipating needs, maintaining frequent and professional communication, and responding quickly to service requests
• Continually stay abreast of all company policies and procedures to ensure good knowledge, execution and compliance of standard operating procedures
• Continually seek to improve individual and team performance, including identifying, communicating and adopting best practices
• Live and champion IOA core values at all times, demonstrating the highest level of personal character, integrity, and servant leadership
• Regular and consistent attendance is expected and a necessary component to the job
• Perform other duties as required

What We’re Looking For:

3+ years of customer service experience in the insurance industry

Has a very good understanding of what an insurance brokerage is and does

All required active licensing

CISR designation or equivalent preferred

Strong analytical, problem solving and decision making skills

Excellent customer service skills

Must possess high attention to detail

Excellent multi-tasking, organizational and prioritization skills

Outstanding verbal/written communication skills

PC proficiency, including basic knowledge of MS Office products, including Outlook, Word and Excel

Exceptional personal character

High School Diploma (or equivalent)

What We Offer:

• Competitive salaries and bonus earning potential
• Great benefits, including company paid health insurance
• Paid time off for holidays, vacations, and sick time
• 401K with an employer match
• Participation in our employee stock plan
• Opportunities for professional growth and career progression
• A culture that emphasizes respect for every individual
• Company commitment to work/family life balance and community service
• Teammates who share your drive for excellence
• Knowing every day you are helping our clients protect their families and businesses

Still wondering if IOA is the right fit for you?

• If you want to feel the significance of knowing your efforts have been both recognized, appreciated and rewarded, then IOA is right for you.
• If you want to feel valued and have a real influence towards the continued success of your organization, then IOA is right for you.
• If you want to feel the peace of knowing that you’ve made the best decision of your professional life, then IOA is right for you.