Overview
Senior Account Associate/Remote Jobs in New York, New York, USA at Insurance Office of America
Position: Senior Account Associate (Remote)
Location: New York
Join to apply for the Senior Account Associate (Remote) 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, 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, IOA has more than 1,300 associates located in over 60 offices across the U.S. and United Kingdom.
In California, dba IOA Insurance Services. (#0E67768) For more information, visit
Job Description
Title: Senior Account Associate – Commercial Lines
Location: Fully Remote (Eastern or Central Time Zones)
Book Focus: General, Condos, Construction, Contractors, Hospitality, Property, Real Estate, Restaurants
About the Role:
Assist the account team with daily administrative tasks, customer service, and meeting performance standards related to production and quality. Ensure accuracy to avoid liability from errors or omissions. Responsibilities include resolving routine administrative and customer service issues.
Key Responsibilities
Team Support: Assist in directing daily 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, , certificates, and binders.
Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal workflows.
Data Management: Maintain accurate data in agency systems.
Activity Monitoring: Ensure timely completion of tasks.
Communication: Keep the team informed of workload and issues.
Service Excellence: Provide proactive, responsive service.
Performance Monitoring: Meet productivity and quality standards.
Culture Promotion: Participate in team building and foster a positive environment.
Continuous Improvement: Adopt best practices.
Compliance: Stay updated on 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 in related customer service roles.
Thorough knowledge of insurance brokerage and client needs.
Active Property & Casualty (P&C) license required.
Strong analytical, problem-solving, and decision-making skills.
Exceptional customer service, communication, 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 leave.
401K with employer match.
Employee stock plan participation.
Opportunities for professional growth and career progression.
Respectful culture and work/life balance.
Community service commitment.
Supportive teammates and rewarding environment.
Application Process
30-minute phone screen, online assessments, and interviews.
Insurance Office of America is an
equal opportunity employer
. We celebrate
diversity
and are committed to an
inclusive
environment for all employees.
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Title: Senior Account Associate/Remote
Company: Insurance Office of America
Location: New York, New York, USA
Category: Insurance, Administrative/Clerical
