[Remote] Account Associate - SBU New Business
Note: The job is a remote job and is open to candidates in USA. Insurance Office of America is seeking an Account Associate for their New Business Team. The role involves assisting the account team with administrative tasks, customer service, and ensuring quality standards are met while handling various policy processes.
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
Skills
- 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
Company Overview