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)

Administrative Skills

Aged Care

Best Practices

Billing

Brokerage

Childcare

Continuous Improvement

Corporate Policies

Customer Support/Service

Data Management

Diversity

Health Insurance

Insurance

Insurance Sales

Leadership

Licensing

Microsoft Excel

Microsoft Office

Microsoft Outlook

Microsoft Word

Multitasking

Organizational Skills

Performance Analysis

Quality Metrics

Time Management

Work From Home

Jobvite Talemetry Organic Easy Apply

OTHER

As a Business Development Representative, you’ll be at the forefront of our growth—connecting with new clients, identifying opportunities, and expanding our impact in communities across the country. This role is ideal for a driven, relationship-focused professional who thrives on building connections and creating solutions that matter.

At The Rustman Agency, we’re on a mission to help families secure their financial futures through trusted insurance solutions. As a Business Development Representative, you’ll be at the forefront of our growth—connecting with new clients, identifying opportunities, and expanding our impact in communities across the country. This role is ideal for a driven, relationship-focused professional who thrives on building connections and creating solutions that matter.Key Responsibilities:<ul><li>Proactively identify and engage potential clients through outreach and networking</li><li>Educate prospects on life insurance and financial protection products</li><li>Generate and qualify leads to support sales growth</li><li>Collaborate with internal teams to align marketing and outreach strategies</li><li>Maintain a pipeline of opportunities and track interactions in the CRM</li><li>Represent The Rustman Agency with professionalism and purpose</li></ul>What We Offer:<ul><li>Proven training and development programs</li><li>Leadership development and career advancement opportunities</li><li>Flexible, remote work structure</li><li>A mission-driven team culture focused on integrity, service, and results</li></ul>Qualifications:<ul><li>Excellent communication and interpersonal skills</li><li>Goal-oriented, self-motivated, and coachable</li><li>Experience in sales, marketing, or client-facing roles preferred</li><li>Insurance license is a plus (or willingness to obtain)</li></ul>Join a growing team where your efforts directly impact lives — and your own success. The Rustman Agency is the place to build a career with purpose and potential.

Rustman Agency

Business Development Representative

Business Development

Communication Skills

Customer Relations

Customer Relationship Management (CRM)

Futures

Interpersonal Skills

Lead Generation

Life Insurance

Marketing

Marketing Strategy

Revenue Growth

Sales

Sales Pipeline

Sales Prospecting

Sales Qualification

Sales Support

Training Program

Training/Teaching

Teamtailor

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

Business Development RepresentativeRustman Agency

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