Account Associate - Commercial Lines
Insurance Office of America•Gainesville, GA
•Remote
About The Position
This is a fully remote position supporting the Gainesville, GA office, focusing on a general book of business. The role involves assisting the account team with daily administrative and customer service tasks, ensuring performance requirements for production and quality are met, and preventing errors or omissions. The Account Associate will resolve basic and routine administrative and customer service issues.
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, communications, 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
- Professional growth and career progression opportunities
- Respectful culture and work/family life balance
- Community service commitment
- Supportive teammates and a rewarding work environment
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
