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.

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: Senior Account Associate - Commercial Lines</b> <br/><b>Work Mode: </b>Remote (Florida, Texas and Eastern Time Zone Only<b> </b><b>| Location/Supporting: </b>Jupiter, FL<b>| Book Focus: </b>General, Construction, Contractors<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><i>The expected pay range for this position is 50-70K 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

Senior Account Associate- Commercial Insurance (Remote)

Accounts Receivable

Administrative Skills

Aged Care

Analysis Skills

Best Practices

Billing

Brokerage

Business Support

Check Processing

Childcare

Construction

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

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>

Senior Account Associate - Commercial Lines/Select Business Unit (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. The Billing Specialist plays a critical role in supporting financial operations while delivering consistent, high‑quality results within established turnaround timelines.

<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: Billing Specialist – Shared Services</b> </p></div><div><p><b>Remote: </b>candidates in Easter, Central or Mountain Time Zones<b> </b><b>| Supporting: </b>Shared Services<br/><b>Seeking:</b> 2 years of billing and account support experience, EPIC experience preferred<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> <br/> </p></div><div><p><b>About the Role:</b> The Billing Specialist is responsible for processing Agency Bill transactions, including premiums, taxes, fees, installments, and related billing activities. This role ensures accurate and timely transaction entry within EPIC, supports internal teams with billing inquiries, and maintains high standards of data accuracy and operational efficiency. The Billing Specialist plays a critical role in supporting financial operations while delivering consistent, high‑quality results within established turnaround timelines. </p></div><div><p> <br/><b>Key Responsibilities:</b> </p></div><div><ul><li><p><b>Agency Bill Processing: </b>Process Agency Bill transactions in EPIC, including premiums, taxes, fees, installments, split receivables, and wholesale billing. </p></li></ul></div><div><ul><li><p><b>Transaction Execution: </b>Generate and process transactions based on carrier invoices, rating sheets, allocation spreadsheets, and supporting documentation. </p></li></ul></div><div><ul><li><p><b>Specialized Billing: </b>Process pre‑bill transactions and surplus lines activity in accordance with business requirements and regulatory guidelines. </p></li></ul></div><div><ul><li><p><b>Data Validation: </b>Review and verify EPIC data fields, including policy numbers, commissions, ICO/PPE, and related billing details before processing. </p></li></ul></div><div><ul><li><p><b>Billing Coordination: </b>Collaborate with Account Management and internal teams to address billing questions, corrections, and discrepancies. </p></li></ul></div><div><ul><li><p><b>Issue Resolution: </b>Investigate and resolve billing issues, coordinating with appropriate departments and processing adjustments as needed. </p></li></ul></div><div><ul><li><p><b>Documentation Management: </b>Associate and manage documentation within EPIC activity codes to ensure accuracy and audit readiness. </p></li></ul></div><div><ul><li><p><b>System Utilization: </b>Navigate EPIC and utilize Microsoft Office tools (Outlook, Excel, Word) to support daily billing functions and communication. </p></li></ul></div><div><ul><li><p><b>Turnaround & Quality Management: </b>Deliver accurate work within established timelines while maintaining strong attention to detail and quality standards. </p></li></ul></div><div><ul><li><p><b>Process Improvement: </b>Identify opportunities to improve billing workflows, efficiency, and accuracy within agency billing processes. </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>Bachelor’s degree in Business, Accounting, Finance, or related field preferred; equivalent experience considered </p></li></ul></div><div><ul><li><p>2+ years of billing, accounting support, or customer service experience </p></li></ul></div><div><ul><li><p>Experience with agency management systems (EPIC preferred) </p></li></ul></div></div><div><div><ul><li><p>Strong attention to detail with the ability to manage high‑volume transactional work </p></li></ul></div><div><ul><li><p>Proven analytical and problem‑solving skills </p></li></ul></div><div><ul><li><p>Excellent verbal and written communication skills </p></li></ul></div><div><ul><li><p>Proficiency in Microsoft Office applications, including Outlook, Excel, and Word </p></li></ul></div><div><ul><li><p>Strong organizational, multitasking, and time‑management skills </p></li></ul></div><div><ul><li><p>High level of personal integrity, accountability, and commitment to quality </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 $40,000.00 - 60,000.00 annually, 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>

Work From Home Finance Jobs in South Pole, NY

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Work From Home Finance Jobs in South Pole, NY

Senior Account Associate- Commercial Insurance (Remote) Insurance Office of America

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

Billing Specialist - Shared Services Insurance Office of America

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