FULL_TIME

FEED

YEAR

Many of our highest-performing partners create a significant, scalable income by building teams and recurring revenue streams. Meet clients virtually (Zoom / phone) and guide them through the protections that build generational wealth.

<p><b>About New Freedom Financial</b></p><p>New Freedom Financial is a family-driven, vision-first agency backed by a major national carrier. We combine modern tech, AI-assisted systems, and human connection to change how families protect their future. Our mission is simple: serve people and leave them better than we found them.</p><p><b>Why this role is different</b></p><p>This isn’t a corporate seat — it’s a pathway to ownership. You’ll build your own business & develop a book of business, lead a team, and scale your income based on performance. No cold calls. No chasing. You’ll work warm, qualified clients who’ve already requested help.</p><p><b>What you’ll do</b></p><ul><li>Master our systems and product suite to deliver first-class client experiences.</li><li>Follow up with warm leads and prior client inquiries (we provide high-quality leads).</li><li>Meet clients virtually (Zoom / phone) and guide them through the protections that build generational wealth.</li><li>Manage your client communication and relationship lifecycle.</li><li>Build a personal brand and scale your book — recruit and lead a team when ready.</li><li>Hit performance goals to unlock promotions, leadership roles, and revenue-share opportunities.</li><li>Maintain licensing, contracting, and compliance for your market.</li><li>Attend weekly virtual training and leadership development.</li></ul> <p><b>Requirements</b></p><ul><li>Reliable phone, data, and Wi-Fi.</li><li>Must pass background check and carrier contracting.</li><li>Active Life & Health license, or willingness to get licensed (we’ll help you in 7–10 days).</li></ul><p><b>Who you are</b></p><ul><li>You want to build and own something — not just collect a paycheck.</li><li>Entrepreneurial mindset: you plan, execute, iterate, and refuse to be average.</li><li>Strong communicator — phone and video-first comfort.</li><li>Organized, self-motivated, and tech-savvy.</li><li>Preferably 2+ years in sales, service, or business ownership — but grit and results matter more.</li></ul> <h3>Benefits</h3><p><b>Compensation & growth</b></p><ul><li>Uncapped commission structure + performance bonuses and incentives.</li><li>Clear path to leadership / territory ownership / revenue-share for top performers.</li><li>Many of our highest-performing partners create a significant, scalable income by building teams and recurring revenue streams.</li><li>100% Commission</li><li><b>Perks</b></li><li>Remote, flexible schedule (evenings/weekends as client needs require).</li><li>Comprehensive training and a proven playbook to build your business.</li><li>Annual all-expense-paid trips for top producers.</li><li>Discounted health and life coverage options.</li><li>Leadership development and agent-to-owner transition support.</li></ul><p>Powered by JazzHR</p>

New Freedom Financial LLC

Work From Home Sales - Remote

Artificial Intelligence (AI)

Business Development

Communication Skills

Contract Management

Customer Experience

Customer Relations

Entrepreneurship

Leadership

Licensing

Organizational Skills

Sales

Sales Management

Team Lead/Manager

Wireless Communications

Work From Home

partner JazzHR

Work From Home - Remote Sales

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>

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Work From Home Sales - Remote New Freedom Financial LLC

Work From Home - Remote Sales New Freedom Financial LLC

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

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