Senior Account Associate- Commercial Insurance (Transportation)
Insurance Office of America
United StatesPosted 21 days agoDiscoveredMatch locked
RemoteFull Time
Work Mode
Remote, Eastern and Central Times Zones Only
| Location/Supporting
St. Petersburg, FL
| Book Focus
Transportation
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace.Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.To view our branch locations, please visit: ioausa.com/locations
About the Role
Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage small-sized accounts or those with the least complex needs.
Key Responsibilities
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Team Leadership
Assistin directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
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Policy Management
Track policy expirations for existing clients, ensuring renewals are processed accurately and on time.
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Task Processing
Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters.
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New and Renewal Business Support
Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.
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Contract Review
Assistin reviewing contracts to ensure propercoverages areincluded.
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Accounts Receivable
Monitor reports andtake actionon delinquent accounts, collecting outstanding balances.
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System Maintenance
Maintainagency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
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Activity Monitoring
Monitor andmaintainactivity/suspense to ensuretimelycompletion.
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Communication
Maintainfrequent, transparent communication with the account teamregardingworkload status and any issues.
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Service Excellence
Deliver excellent service, proactivelyanticipateneeds, and respond quickly to service requests.
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Policy Compliance
Stay updated on company policies and procedures.
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Continuous Improvement
Seekand adoptbestpractices to improve individual and team performance.
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Champion IOA Values
Demonstrateintegrity and leadership.
Ideal CandidateQualifications
- 3+ years ofcustomer service experiencein the insurance industry
- Thorough knowledge of insurance brokerage and client needs
- Required active licensing,professionaldesignation(CISR)preferred
- Strong analytical, problem-solving, and decision-making skills
- Exceptional customer service, communication, multitasking, and organizational skills
- Proficiencyin MS Office (Outlook, Word, Excel)
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What We Offer
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Competitive salaries and bonus potential
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Company-paid health insurance
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Paid holidays, vacations, and sick time
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401K with employer match
- Professional growth and career progression opportunities
- Respectful culture and work/family life balance
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Community service commitment
- Supportive teammates and a rewarding work environment
What to Expect(Application Process)
- 30-Minute Phone Screen, Online Assessments, and Interview(s)
Salary Range
The expected pay range for this position is 60-70K annually, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Originally posted on Himalayas
Skills
excel
Who can apply
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