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

<p><b>Description</b></p><p style="text-align:left"><u><b>Job Description:</b></u></p><p style="text-align:inherit"/><div><div><p><b>Title: Account Associate - Commercial Lines</b> </p></div><div><p><b>Work Mode: </b>Remote, with appropriate licensing. (Eastern and Central Time Zones Only) <b> | </b><b>Location/Supporting: </b>Longwood, FL<b> | Book Focus: </b>General, Construction, Hospitality</p><p> <br/><i>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</i> </p></div><div><p> <br/><b>About the Role:</b> 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. </p></div><div><p> <br/><b>Key Responsibilities:</b> </p></div><div><ul><li><p><b>Team Support:</b> Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant. </p></li></ul></div><div><ul><li><p><b>Office Support:</b> Assist with general office tasks and administration. </p></li></ul></div><div><ul><li><p><b>Policy Processing:</b> Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders. </p></li></ul></div><div><ul><li><p><b>Task Management:</b> Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows. </p></li></ul></div><div><ul><li><p><b>Data Management:</b> Maintain accurate and up-to-date data in agency systems. </p></li></ul></div><div><ul><li><p><b>Activity Monitoring:</b> Ensure timely completion of tasks and activities. </p></li></ul></div><div><ul><li><p><b>Communication:</b> Keep the account team informed of workload status and any issues. </p></li></ul></div><div><ul><li><p><b>Service Excellence:</b> Provide proactive and responsive service. </p></li></ul></div><div><ul><li><p><b>Performance Monitoring:</b> Ensure productivity and quality standards are met. </p></li></ul></div><div><ul><li><p><b>Promote Culture:</b> Participate in team building and promote a positive work environment. </p></li></ul></div><div><ul><li><p><b>Continuous Improvement:</b> Seek and adopt best practices. </p></li></ul></div><div><ul><li><p><b>Compliance:</b> Stay updated on company policies and procedures. </p></li></ul></div><div><ul><li><p><b>Professional Development:</b> Enhance technical skills and industry knowledge. </p></li></ul></div><div><ul><li><p><b>Relationship Building:</b> Foster positive relationships with colleagues and leadership. </p></li></ul></div><div><ul><li><p><b>Champion IOA Values:</b> Demonstrate integrity and leadership. </p></li></ul></div><div><p> <br/><b>Ideal Candidate Qualifications:</b> </p></div></div><div><div><ul><li><p>2+ years of industry experience, OR 5+ years of related experience in customer service </p></li></ul></div><div><ul><li><p>Thorough knowledge of insurance brokerage and client needs </p></li></ul></div><div><ul><li><p>Required active licensing </p></li></ul></div><div><ul><li><p>Strong analytical, problem-solving, and decision-making skills </p></li></ul></div><div><ul><li><p>Exceptional customer service, communications. multitasking, and organizational skills </p></li></ul></div><div><ul><li><p>Proficiency in MS Office (Outlook, Word, Excel) </p></li></ul></div><div><ul><li><p>High School Diploma (or equivalent) </p></li></ul></div><div><p> <br/><b>What We Offer:</b> </p></div><div><ul><li><p>Competitive salaries and bonus potential </p></li></ul></div><div><ul><li><p>Company-paid health insurance </p></li></ul></div><div><ul><li><p>Paid holidays, vacations, and sick time </p></li></ul></div><div><ul><li><p>401K with employer match </p></li></ul></div><div><p> </p></div><div><ul><li><p>Professional growth and career progression opportunities </p></li></ul></div><div><ul><li><p>Respectful culture and work/family life balance </p></li></ul></div><div><ul><li><p>Community service commitment </p></li></ul></div><div><ul><li><p>Supportive teammates and a rewarding work environment </p></li></ul></div><div><p> <br/><b>What to Expect (Application Process):</b> </p></div><div><ul><li><p>30-Minute Phone Screen, Online Assessments, and Interview(s) </p></li></ul></div></div><p style="text-align:inherit"/><p style="text-align:left"><u><b>Salary Range</b></u></p><p><i>The expected pay range for this position is 40-60K annually, depending on experience, relevant skills, and geographic location.</i></p><p style="text-align:inherit"/><p style="text-align:left">Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</p>

Insurance Office of America

Account Associate- Commercial Insurance- Remote

Administrative Skills

Aged Care

Best Practices

Billing

Brokerage

Childcare

Continuous Improvement

Corporate Policies

Customer Support/Service

Data Management

Diversity

Health Insurance

Hospitality Construction

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

Your level of success will depend on factors including your effort, ability to follow training and systems, engagement with leads, and client needs in your area. We prioritize fast pay, low startup costs, and hands-on training, so you can focus on learning the role and building income from day one.

<p/><p style="line-height:1.2;background-color:#ffffff;margin-top:16px;padding:0pt 0pt 12pt 0pt">We are a fast-growing financial services organization focused on helping families protect what matters most.</p><p style="line-height:1.2;background-color:#ffffff;padding:0pt 0pt 12pt 0pt">We prioritize fast pay, low startup costs, and hands-on training, so you can focus on learning the role and building income from day one.</p><h3 style="line-height:1.2;background-color:#ffffff;padding:2pt 0pt 4pt 0pt">What You’ll Be Doing</h3><p style="line-height:1.2;background-color:#ffffff;padding:8pt 0pt 12pt 0pt">Client Outreach (6–8 hrs/week)<br/>Connect with individuals who have already requested information and schedule a time to review their coverage needs.</p><p style="line-height:1.2;background-color:#ffffff;padding:0pt 0pt 12pt 0pt">Preparation & Research (4–5 hrs/week)<br/>Review client information and prepare personalized coverage options based on their financial situation.</p><p style="line-height:1.2;background-color:#ffffff;padding:0pt 0pt 12pt 0pt">Client Meetings (2 days/week)<br/>Meet with clients virtually or in person (your choice) to walk through options and help them apply for coverage.</p><p style="line-height:1.2;background-color:#ffffff;padding:0pt 0pt 12pt 0pt">Light Admin (2 hrs/week)<br/>Follow up on applications and communicate with insurance carriers as needed.</p><h3 style="line-height:1.2;background-color:#ffffff;margin-bottom:5px;padding:2pt 0pt 0pt 0pt">Who This Role Fits Best</h3><ul><li style="list-style-type:disc">Coachable and willing to learn</li><li style="list-style-type:disc">Self-motivated and goal-oriented</li><li style="list-style-type:disc">Comfortable working independently</li><li style="list-style-type:disc">Looking for flexibility and performance-based income</li><li style="list-style-type:disc">No prior experience required (training provided)</li></ul><h3 style="line-height:1.2;background-color:#ffffff;margin-top:19px;margin-bottom:5px">What You’ll Gain</h3><ul><li style="list-style-type:disc">Flexible schedule (full-time or part-time)</li><li style="list-style-type:disc">Remote work with optional in-person meetings</li><li style="list-style-type:disc">Structured onboarding and ongoing training</li><li style="list-style-type:disc">Access to systems, tools, and support to help you succeed</li><li style="list-style-type:disc">Performance-based income with uncapped potential</li></ul><h3 style="line-height:1.2;background-color:#ffffff;margin-top:19px;padding:0pt 0pt 4pt 0pt">What This Role Is About</h3><p style="line-height:1.2;background-color:#ffffff;margin-bottom:16px;padding:8pt 0pt 0pt 0pt">We work directly with families to help them:</p><ul><li style="list-style-type:disc">Understand their financial risks</li><li style="list-style-type:disc">Protect their income and household</li><li style="list-style-type:disc">Choose coverage that fits their needs and budget</li></ul><p style="line-height:1.2;background-color:#ffffff;margin-top:16px;padding:0pt 0pt 12pt 0pt">You’ll be trained to guide conversations, present options clearly, and support clients through the application process.</p><h3 style="line-height:1.2;background-color:#ffffff;padding:2pt 0pt 4pt 0pt">Important Compensation Disclosure</h3><p style="line-height:1.2;background-color:#ffffff;padding:8pt 0pt 12pt 0pt">This position is a commission-only based sales position. The average commission on a mortgage protection product is approximately $600 per family you protect. Our expectation is that a full-time agent will sell 5 to 10 mortgage protection plans per week. In addition to mortgage protection, we also offer financial products designed to help individuals plan for retirement or protect existing retirement accounts. Training is provided.</p><p style="line-height:1.2;background-color:#ffffff;margin-bottom:16px">No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will depend on factors including your effort, ability to follow training and systems, engagement with leads, and client needs in your area.</p><p/><p>Powered by JazzHR</p>

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