Overview
Account Assistant – Commercial Insurance – Hybrid Jobs in Oldsmar, Florida, USA at Insurance Office of America
Join to apply for the Account Assistant – Commercial Insurance – Hybrid role at Insurance Office of America.
Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States, founded in 1988. It specializes in property and casualty, employee benefits, personal lines insurance, and risk management solutions, along with insurtech innovation. Headquartered in Longwood, Florida, IOA has over 1,300 associates across more than 60 offices in the U.S. and the U.K. For more information, visit
Job Description
Title: Account Assistant – Commercial Lines
Location: St Petersburg, FL | Hybrid: 1-2 days in office | Book Focus:
Trucking
About the Role
Assist the account team with administrative tasks, customer service, and meeting performance standards related to production and quality. Responsibilities include data entry, reviewing policy forms, handling transmittals, and providing general office support.
Key Responsibilities
Support general office operations and administration.
Assist with policy endorsements, audits, cancellations, and reinstatements.
Prepare check requests, invoices, finance agreements, and other documents.
Maintain accurate data in agency systems.
Monitor activities to ensure timely completion.
Communicate workload status and issues to the team.
Provide proactive customer service.
Ensure productivity and quality standards are met.
Participate in team building and promote a positive environment.
Adopt best practices for continuous improvement.
Adhere to company policies and procedures.
Enhance industry knowledge and technical skills.
Foster positive relationships with colleagues and leadership.
Perform additional duties as assigned.
Demonstrate integrity and leadership aligned with IOA values.
Ideal Candidate Qualifications
At least 2 years of customer service experience; industry experience preferred.
Exceptional 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, vacation, and sick leave.
401K with employer match.
Employee stock plan participation.
Opportunities for professional growth.
Respectful culture and work/life balance.
Community service commitment.
Supportive team environment.
Application Process
30-minute phone screen, online assessments, and interviews.
Insurance Office of America is an equal opportunity employer, committed to diversity and inclusion.
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Title: Account Assistant – Commercial Insurance – Hybrid
Company: Insurance Office of America
Location: Oldsmar, Florida, USA
Category: Insurance, Administrative/Clerical (Data Entry)
