[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.ResponsibilitiesAssist in directing day-to-day activities of Team Support/Receptionist and Account AssistantAssist with general office tasks and administrationHandle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and bindersIdentify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflowsMaintain accurate and up-to-date data in agency systemsEnsure timely completion of tasks and activitiesKeep the account team informed of workload status and any issuesProvide proactive and responsive serviceEnsure productivity and quality standards are metParticipate in team building and promote a positive work environmentSeek and adopt best practicesStay updated on company policies and proceduresEnhance technical skills and industry knowledgeFoster positive relationships with colleagues and leadershipDemonstrate integrity and leadershipSkills2+ years of industry experience, OR 5+ years of related experience in customer serviceThorough knowledge of insurance brokerage and client needsRequired active licensingStrong analytical, problem-solving, and decision-making skillsExceptional customer service, communications, multitasking, and organizational skillsProficiency in MS Office (Outlook, Word, Excel)High School Diploma (or equivalent)BenefitsCompetitive salaries and bonus potentialCompany-paid health insurancePaid holidays, vacations, and sick time401K with employer matchProfessional growth and career progression opportunitiesRespectful culture and work/family life balanceCommunity service commitmentSupportive teammates and a rewarding work environmentCompany OverviewInsurance Office of America is a full-service insurance agency. It was founded in 1988, and is headquartered in Longwood, Florida, USA, with a workforce of 1001-5000 employees. Its website is http://www.ioausa.com.