FULL_TIME

FEED

UNKNOWN

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. 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.

HOUR

<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: Senior Account Associate - Commercial Lines/ Select Business Unit</b></p><p><br/><b>Work Mode: </b>Fully Remote for candidates located in the Northeast US<b> | Location/Supporting: </b>Wilmington, DE office<b> | Book Focus: Commercial Lines Select Business Unit (SBU)</b><br/> <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> 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. </p></div><div><p> <br/><b>Key Responsibilities:</b> </p></div><div><ul><li><p><b>Team Leadership:</b> Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate. </p></li></ul></div><div><ul><li><p><b>Policy Management:</b> Track policy expirations for existing clients, ensuring renewals are processed accurately and on time. </p></li></ul></div><div><ul><li><p><b>Task Processing:</b> 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. </p></li></ul></div><div><ul><li><p><b>New and Renewal Business Support:</b> 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. </p></li></ul></div><div><ul><li><p><b>Contract Review:</b> Assist in reviewing contracts to ensure proper coverages are included. </p></li></ul></div><div><ul><li><p><b>Accounts Receivable:</b> Monitor reports and take action on delinquent accounts, collecting outstanding balances. </p></li></ul></div><div><ul><li><p><b>System Maintenance:</b> Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. </p></li></ul></div><div><ul><li><p><b>Activity Monitoring:</b> Monitor and maintain activity/suspense to ensure timely completion. </p></li></ul></div><div><ul><li><p><b>Communication:</b> Maintain frequent, transparent communication with the account team regarding workload status and any issues. </p></li></ul></div><div><ul><li><p><b>Service Excellence:</b> Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. </p></li></ul></div><div><ul><li><p><b>Policy Compliance:</b> Stay updated on company policies and procedures. </p></li></ul></div><div><ul><li><p><b>Continuous Improvement:</b> Seek and adopt best practices to improve individual and team performance. </p></li></ul></div><div><ul><li><p><b>Champion IOA Values:</b> Demonstrate integrity and leadership. </p></li></ul></div><div><p> </p></div><div><p><b>Ideal Candidate Qualifications:</b> </p></div><div><ul><li><p>3+ years of customer service experience in the insurance industry </p></li></ul></div><div><ul><li><p>Thorough knowledge of insurance brokerage and client needs </p></li></ul></div></div><div><div><ul><li><p>Required active licensing, professional designation (CISR) preferred </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, communication, 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><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>The expected pay range for this position is $23.00 to $27.00 per hour, depending on experience, relevant skills, and geographic location.</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

Senior Account Associate - Commercial Lines/Select Business Unit (SBU)

Accounts Receivable

Administrative Skills

Aged Care

Analysis Skills

Best Practices

Billing

Brokerage

Business Support

Check Processing

Childcare

Continuous Improvement

Contract Review

Corporate Policies

Customer Retention/Renewal

Customer Support/Service

Customer/Client Research

Data Quality

Diversity

Finance

Health Insurance

Insurance

Insurance Sales

Leadership

Licensing

Maintenance Services

Microsoft Excel

Microsoft Office

Microsoft Outlook

Microsoft Word

Multitasking

Negotiation Skills

Organizational Skills

Past Due Accounts

Pricing

Proposal Writing

Quality Metrics

Research Skills

Sales Management

Service Delivery

Systems Maintenance

Team Lead/Manager

Time Management

Underwriting

Work From Home

Jobvite Talemetry Organic Easy Apply

This position is key to building and maintaining strong client relations, ensuring quality customer service, contract fulfillment, and relationship-driven support. Join our team as a part-time Client Services Representative and play a vital role in making financial literacy and security attainable for everyone.

YEAR

<p><strong>About GFI Ikigai</strong></p><p><br/></p><p>GFI Ikigai is on a mission to combat financial illiteracy and make a positive impact on communities worldwide. Our commitment to excellence is evident in the online tools and in-house training we provide for personal and professional growth. We support multiple career paths, making financial independence accessible to all.</p><p><br/></p><p><strong>About the Position: Client Services Representative - Part Time</strong></p><p><br/></p><p>Join GFI Ikigai as a Client Services Representative on a part-time basis. This position is key to building and maintaining strong client relations, ensuring quality customer service, contract fulfillment, and relationship-driven support. This opportunity is perfect if you are passionate about assisting others and making a meaningful difference.</p><p><br/></p><p><strong>Benefits</strong></p><p><br/></p><ul><li>Flexible scheduling with personalized customization</li><li>100% remote position with comprehensive online tools and training</li><li>Leadership development opportunities</li><li>Competitive compensation ($65,000 - $80,000 part-time), with room for personal advancement and earning based on goals</li></ul><p><br/></p><p><strong>Key Responsibilities</strong></p><p><br/></p><ul><li>Act as the key contact point for clients, ensuring total satisfaction in a part-time role</li><li>Provide timely, professional, and courteous support to clients and associates</li><li>Educate clients on financial topics including business, investment, insurance protection, retirement, savings, and estate planning</li><li>Assist clients in developing customized financial plans, guiding them through budgeting, debt reduction, investing, and retirement planning</li><li>Drive growth of account value through upselling and cross-selling opportunities while maintaining high levels of client satisfaction</li></ul><p><br/></p><p><strong>Role Requirements</strong></p><p><br/></p><ul><li>18 years or older and a U.S. citizen</li><li>Completion and passing of a background check</li><li>Strong verbal and written communication, with excellent customer relationship management skills</li><li>Must acquire or have a Life Producer license within the first two weeks</li><li>Familiarity with CRM systems (e.g., Salesforce) and basic reporting skills</li><li>Analytical ability to interpret account health metrics and prepare concise summaries</li><li>Experience in identifying expansion opportunities</li></ul><p><br/></p><p><strong>Preferred Qualifications</strong></p><p><br/></p><ul><li>Backgrounds in customer service, leadership, and management are preferred</li><li>Experience in education, coaching, military, or elite athletic background is valuable</li><li>Self-motivated and entrepreneurially-minded with the desire to grow and assist others</li><li>Advanced negotiation techniques or technical troubleshooting skills can be advantageous</li></ul><p><br/></p><p>Join our team as a part-time Client Services Representative and play a vital role in making financial literacy and security attainable for everyone. We look forward to receiving your application and exploring how we can achieve outstanding results together!</p>

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Senior Account Associate - Commercial Lines/Select Business Unit (SBU) Insurance Office of America

Client Services Representative - Part Time GFI-Team Ikigai

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