FULL_TIME

FEED

UNKNOWN

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. Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.

YEAR

DescriptionJob Description:<div>Title: Account Associate - Commercial Lines </div><div><div><div><div><div><div><div><div><div>Work Mode: Remote | Location/Supporting: Longwood, FL | Book Focus: General Book, SBU   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: Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues.   Key Responsibilities: <ul><li>Team Support: Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant. </li></ul><ul><li>Office Support: Assist with general office tasks and administration. </li></ul><ul><li>Policy Processing: Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders. </li></ul><ul><li>Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows. </li></ul><ul><li>Data Management: Maintain accurate and up-to-date data in agency systems. </li></ul><ul><li>Activity Monitoring: Ensure timely completion of tasks and activities. </li></ul><ul><li>Communication: Keep the account team informed of workload status and any issues. </li></ul><ul><li>Service Excellence: Provide proactive and responsive service. </li></ul><ul><li>Performance Monitoring: Ensure productivity and quality standards are met. </li></ul><ul><li>Promote Culture: Participate in team building and promote a positive work environment. </li></ul><ul><li>Continuous Improvement: Seek and adopt best practices. </li></ul><ul><li>Compliance: Stay updated on company policies and procedures. </li></ul><ul><li>Professional Development: Enhance technical skills and industry knowledge. </li></ul><ul><li>Relationship Building: Foster positive relationships with colleagues and leadership. </li></ul><ul><li>Champion IOA Values: Demonstrate integrity and leadership. </li></ul>  Ideal Candidate Qualifications: <ul><li>2+ years of industry experience, OR 5+ years of related experience in customer service </li></ul><ul><li>Thorough knowledge of insurance brokerage and client needs </li></ul><ul><li>Required active licensing </li></ul><ul><li>Strong analytical, problem-solving, and decision-making skills </li></ul><ul><li>Exceptional customer service, communications. multitasking, and organizational skills </li></ul><ul><li>Proficiency in MS Office (Outlook, Word, Excel) </li></ul><ul><li>High School Diploma (or equivalent) </li></ul>  What We Offer: <ul><li>Competitive salaries and bonus potential </li></ul><ul><li>Company-paid health insurance </li></ul><ul><li>Paid holidays, vacations, and sick time </li></ul><ul><li>401K with employer match </li></ul><ul><li>Professional growth and career progression opportunities </li></ul><ul><li>Respectful culture and work/family life balance </li></ul><ul><li>Community service commitment </li></ul><ul><li>Supportive teammates and a rewarding work environment </li></ul>  What to Expect (Application Process): <ul><li>30-Minute Phone Screen, Online Assessments, and Interview(s) </li></ul></div></div></div></div></div></div></div></div></div>Salary RangeThe expected pay range for this position is 50-60K 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.

Insurance Office of America

Account Associate-Commercial Insurance- Select Business (Remote)

Jobvite Talemetry Organic Easy Apply

All assigned cases must be administered to protocol; when cases are assigned to the Specialist owners are reached out to within 72 hours and the case closed with resolution within seven (7) days. General Statement - Performs the job assigned, complying with Company policies and procedures, business code of ethics, FLSA regulations, and all applicable laws, as well as ensuring confidentiality, reliability, quality, and productivity.

HOUR

Training Pay starting at $15/hrSCHEDULE:Full-Time opportunities<ul><li>Training M-F 8:30 AM - 5 PM</li><li>After training 8:30-5pm or 9:30-6pm</li></ul>Purpose:Performs Customer Service with assigned case load and company standards and requisite. The position requires a brand service ambassador who is a product and service expert. May be needed to assist on phones or with special projects or initiatives per business needs. All assigned cases must be administered to protocol; when cases are assigned to the Specialist owners are reached out to within 72 hours and the case closed with resolution within seven (7) days.What Capital Vacations can offer YOU:<ul><li>Great hourly pay and opportunity for professional GROWTH</li><li>Year-round work at a company with a NATIONAL presence!</li><li>Medical, Dental, and Vision Insurance options</li><li>401(K) contribution after 90 days</li><li>Paid Life insurance, short-term and long-term disability, and MORE</li><li>Flexible Spending Account</li><li>Paid Time Off & Holidays</li><li>Discounted vacation stays</li></ul>Principal Duties and ResponsibilitiesThe position of Customer Service Specialist provides Customer Service to owners along with formally responding to regulatory entities.<ul><li>Administer escalated calls and emails</li><li>Administer Sales issues to resolve including three-way call resolution with owners, sales and the case leader</li><li>Well versed in Products and Services</li><li>Create escalated owner’s file which consists of notes, contracts, recording notes, and all correspondence that pertains to that owner for case administration</li><li>Listen and review an owner’s contract closing along with taking detailed notes</li><li>Communicate in a professional manner with Capital Vacation’s in-house attorneys</li><li>Conduct due diligence and answer BBB complaints within company established guidelines</li><li>Answer the BBB “We Care” phone line Monday – Friday 9am – 5pm</li><li>Answer AG complaints post due diligence and within company established guidelines</li><li>Answer owner letters</li><li>Answer attorney letters</li><li>Research accounts, calculate and quote Graceful Exits</li><li>Maintain case load and close with resolve within 7 business days</li><li>Touch each case with a customer reach out within 72 hours from assignment and close within 7 business days</li><li>Perform due diligence on owner’s accounts with research, care, and service</li><li>Prepare cancellations of membership</li><li>Verification of debt</li><li>Scribe letters and responses to correspondence in a professional manner</li><li>Provide education on benefits and use to service the ownership; problem solve and service owners to a high level of satisfaction</li><li>Ability to administer multiple and concurrent tasks in a deadline of case administration</li><li>Perform Verifications on new business for Moments to Memories</li><li>Represent Customer Service while performing Call Resolution with owner and Sales Management</li><li>Support Owner Services with phone coverage when needed</li><li>Any other request made by management</li></ul>General Statement - Performs the job assigned, complying with Company policies and procedures, business code of ethics, FLSA regulations, and all applicable laws, as well as ensuring confidentiality, reliability, quality, and productivity.Job RequirementsEducation, Essential Training / Certifications, and Experience:<ul><li>1 year of Customer Service experience</li><li>1 year Call Center experience</li><li>Proficiency with Microsoft Office applications, High proficiency in MS Excel (Required)</li><li>Clerical experience</li><li>A strategic mindset to research and problem solve</li><li>Experience working with Owners in a timeshare or call center atmosphere is a plus</li><li>Knowledge in Time Share Ware is a plus</li><li>CV Owner Services experience a must/plus</li></ul>Skills, Knowledge, and Abilities:<ul><li>Strong analytic, problem-solving skills to pinpoint issues and identify solutions</li><li>Strong written and verbal communication skills</li><li>Able to articulate, wordsmith and meet deadlines</li><li>High end customer service skills</li><li>Flexible schedule – Ability to work holidays and weekends are a must</li><li>Competent working with Word, Outlook, and Excel</li><li>Work well with team members to work through new programs and procedures</li></ul>

Capital Vacations

In-Office Customer Service Representative

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Account Associate-Commercial Insurance- Select Business (Remote)Insurance Office of America

In-Office Customer Service RepresentativeCapital Vacations

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