Account Associate - Commercial Lines (Hybrid Opportunity)

Insurance Office of America • Pleasanton, CA

107d • $45,000 - $60,000

About The Position

The Account Associate - Commercial Lines position is a hybrid role requiring 1-2 days in the office, located in Las Vegas, NV or Pleasanton, CA. The role involves assisting the account team with day-to-day administrative tasks, customer service, and ensuring compliance with performance requirements regarding production and quality. The candidate must have an active property & casualty (P&C) license and be prepared to work onsite as needed, adhering to the company's remote work policy which requires a dedicated workspace free from distractions.

Requirements

• 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, communication, multitasking, and organizational skills.
• Proficiency in MS Office (Outlook, Word, Excel).
• High School Diploma (or equivalent).

Responsibilities

• Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant.
• Assist with general office tasks and administration.
• Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.
• Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.
• Maintain accurate and up-to-date data in agency systems.
• Ensure timely completion of tasks and activities.
• Keep the account team informed of workload status and any issues.
• Provide proactive and responsive service.
• Ensure productivity and quality standards are met.
• Participate in team building and promote a positive work environment.
• Seek and adopt best practices.
• Stay updated on company policies and procedures.
• Enhance technical skills and industry knowledge.
• Foster positive relationships with colleagues and leadership.
• Demonstrate integrity and leadership.

Benefits

• Competitive salaries and bonus potential.
• Company-paid health insurance.
• Paid holidays, vacations, and sick time.
• 401K with employer match.
• Employee stock plan participation.
• Professional growth and career progression opportunities.
• Respectful culture and work/family life balance.
• Community service commitment.
• Supportive teammates and a rewarding work environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees