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Account Associate - Commercial Insurance- In-Office

External
ioausa logoIoausa · Ocala, FL
Full-timeOn-site2w ago
ComplianceExcelLeadershipRisk Management
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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, multitasking, and organizational skills
  • Excellent communication skills
  • Proficiency in MS Office (Outlook, Word, Excel)
  • High School Diploma (or equivalent)

Benefits

Competitive salaries and bonus potentialCompany-paid health insurancePaid holidays, vacations, and sick time401K with employer matchEmployee stock plan participationProfessional growth and career progression opportunitiesRespectful culture and work/family life balanceCommunity service commitmentSupportive teammates and a rewarding work environmentWhat to Expect (Application Process):30-Minute Phone Screen, Online Assessments, and Interview(s)Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.https://www.ioausa.com/Health insurance401(k)Paid time offEquity / stock optionsPerformance bonus

Additional Information

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com. Job Description: Title: Account Associate - Commercial Lines In-Office | Location: Ocala, FL | Book Focus: General, Contractors 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.

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