Insurance Account Assistant

3 months ago

San Diego, United States Insurance Office of America Full time
Description

Position at Insurance Office of America

Title: Account Assistant- Commercial Lines

*** This is a Hybrid Work Model opportunity based out of our San Diego, CA location***

Welcome to Insurance Office of America - one of the nation's largest and premier privately held insurance agencies Recognized as a Top Workplaces USA Award winner, IOA's commitment to both a rewarding culture and employee satisfaction is unwavering. Prioritizing a strong work/life balance, personal and professional growth, competitive benefits, and giving back to our community aren't just clichs here - they're a part of who we are. With a growing workforce and over 60 office locations across the US and Northern Ireland, we can confidently serve our clients with an unmatched standard of excellence.

Want to learn more? Complete the application below and one of our talented recruiters will be ready to answer any other questions you may have.

Job Summary

Working under direct supervision of branch/team leadership and following established industry and company guidelines; assists account team in completing day-to-day administrative tasks; recurring, narrowly defined customer service tasks; and meeting all performance requirements regarding production, quality and ensuring that no liability associated with errors or omissions occur. Specific responsibilities include entering data related to client and/or policies; word processing; reviewing policy forms for accuracy; handling transmittals to the client/insured; and providing general office support.

What You'll Do:

  • Live and champion IOA core values at all times, demonstrating the highest level of personal character, integrity, and servant leadership
  • Assist in any general office support/administration when requested or assigned.
  • Assist with the following tasks accurately and within required timeframes:
    • Process Policy Endorsements and carrier Audits; identify errors and facilitate corrective actions Processing Policy Cancellations, Reinstatements and Lost Policy Releases (LPR)
    • Prepare Check requests, Invoices and Premium Finance Agreements
    • Prepare Summaries of Insurance
  • Prepares and processes the following tasks accurately and within required timeframes:
    • Ordering Loss Runs and MVR's
    • Issue Auto ID Cards
    • Issue Certificates of Insurance and Evidences of Property
    • Issue Binders of Insurance
  • Data entry and maintains agency management system, other agency supported systems and carrier/vendor online platforms, ensuring all data entered is complete, clearly presented and well-documented, accurate, and up-to-date
  • Monitor and maintain activity/suspense, taking appropriate action to ensure completion within required time frame
  • Maintain frequent, transparent communication with account team regarding individual and team client service and policy administration activities, ensuring that the account team is fully informed of workload status, questions and/or any errors, discrepancies or changes related to assigned duties and tasks
  • Deliver excellent service at all times, including proactively anticipating needs, maintaining frequent and professional communication, and responding quickly to service requests
  • Monitor Individual performance to ensure productivity, efficiency, quality, and service standards are met, taking corrective actions when required.
  • Actively promote IOA culture and a positive work environment at all times, including participation in team building and other activities.
  • Maintain frequent and transparent communication regarding individual performance and activities with supervisor.
  • Continually seek to improve individual and team performance, including identifying, communicating and adopting best practices.
  • Comply with all company work rules, standards, and policies and procedures at all times.
  • Grow and maintain technical competence and industry/market knowledge.
  • Ensure professional skills are continuously improved by actively participating in internal/external development opportunities.
  • Develop and maintain positive, productive relationships with IOA leadership, peers, co-workers, teammates and employees.
  • Perform other duties as assigned.
What We're Looking For:

•Insurance Industry experience preferred; or 2+ years of related experience in customer service

•Excellent administrative, multi-tasking, and organizations skills

•Excellent customer service skills

•Outstanding verbal/written communication skills

•PC proficiency, including basic knowledge of MS Office products, including Outlook, Word and Excel

•Exceptional personal character

•High School Diploma (or equivalent)

What We Offer:
  • Competitive salaries and bonus earning potential
  • Great benefits, including company paid health insurance
  • Paid time off for holidays, vacations, and sick time
  • 401K with an employer match
  • Participation in our employee stock plan
  • Opportunities for professional growth and career progression
  • A culture that emphasizes respect for every individual
  • Company commitment to work/family life balance and community service
  • Teammates who share your drive for excellence
  • Knowing every day you are helping our clients protect their families and businesses
Still wondering if IOA is the right fit for you?
  • If you want to feel the significance of knowing your efforts have been both recognized, appreciated and rewarded, then IOA is right for you.
  • If you want to feel valued and have a real influence towards the continued success of your organization, then IOA is right for you.
  • If you want to feel the peace of knowing that you've made the best decision of your professional life, then IOA is right for you.


Salary Range $50,000 to $65,000/year

*Salary range variable depending on experience

Any unsolicited resumes or candidate profiles submitted to e-mail accounts of employees of Insurance Office of America, hereafter referred to as IOA, or any of its subsidiaries are considered property of IOA for recruiting purposes and are not subject to payment of agency fees. In order to be an authorized vendor for IOA, any such agency must have an existing formal written agreement signed by an authorized IOA HR leader and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged by IOA on the particular search by a member of our Talent Acquisition Team. Likewise, for our authorized Vendors, if the candidate submission process is not followed, no agency fees will be paid by IOA or our subsidiaries.

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