Account Associate
Location
Florida + 4 moreAll locations: Florida | Pennsylvania | Tennessee | Virginia | Wisconsin
Posted
2 days ago
Salary
$24 - $27 / hour
Seniority
Mid Level
Job Description
Account Associate
Insurance Office of America
• Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality • 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
Job 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)
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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