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Senior Account Associate
2 months ago
Senior Account Associate - Commercial Lines
Commercial Lines InsuranceHybrid Remote , Jacksonville,FloridaFort Lauderdale,FloridaKey Largo,FloridaMarathon,FloridaBoca Raton,FloridaBirmingham,AlabamaLake Mary,FloridaFernandina Beach,FloridaBonita Springs,FloridaDaytona,FloridaUnited StatesUnited StatesUnited StatesUnited StatesUnited StatesUnited StatesMobile,AlabamaUnited StatesUnited StatesMelbourne,FloridaKissimmee,Florida
This is a Hybrid/ Remote Work Model, for anyone in the Eastern Time Zone, based out of our Jacksonville, FL Office ***
Title:
Senior Account Associate
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 clichés 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 general direction of an Account Manager (AM), Account Executive (AE) or Producer and following established industry and company guidelines; provides administrative and customer service support to account team, Producer and/or assigned group of accounts; and meeting all performance requirements regarding production, quality and ensuring that no liability associated with errors and omissions occur. Capable of resolving moderately complex customer service problems; showing the ability for critical thinking and thought process in taking the next step in the best interest of the client, carrier partner and IOA. Typically assigned to small-sized accounts and/or to those accounts having the least complex needs.
What You’ll Do:
Assist
in directing day-to-day activities and work flow assigned to Team Support/Receptionist, Account Assistant and/or Account Associate
Assist and
ensure all new and renewal insurance policies are processed accurately and within required timeframes by tracking policy expirations for existing clients and
work
proactively to ensure appropriate actions are taken to facilitate renewals
Processing the following tasks accurately and within required timeframes:
Processing Policy Endorsements and carrier Audits; identify errors and facilitate corrective actions
Processing Policy Cancellations, Reinstatements and Lost Policy Releases (LPR)
Preparing Check requests, Invoices and Premium Finance Agreements
Preparing Summaries of Insurance
Ordering Loss Runs and MVR’s
Issuing Auto ID Cards
Issuing Certificates of Insurance and Evidences of Property
Issuing Binders of Insurance
Preparing Check Requests, Invoicing and Premium Finance Agreements
Identifying and reconciling of any inaccuracies in Account billings
Preparing Agent of Record letters (AOR)
Provide
support to AM, AE or Producer in the new business and renewal business workflows, including but not limited to:
Client research and gathering complete underwriting information
Conducting Loss Run Analysis
Preparing complete and accurate submissions including Acord applications and/or supplemental forms; sending out to market and/or performing Online Rating as required
Evaluating and negotiating coverages and pricing
Preparing and presenting Proposals as directed by AM, AE or Producer
Binding coverage and complying with any subjectivity(
ies
) as required by carrier, Surplus Lines Association and/or IOA
Diligent follow up for Policy Issuance
Review all policies, identifying and notifying AM, AE or Producer of any discrepancies and ensuring that all necessary changes are submitted to and issued by the carrier
Maintaining accurate schedules and/or Summaries of Insurance
Assist
in review of contracts to ensure proper coverages are included
Monitor
Accounts Receivables report and
take
action on any delinquent accounts along with collecting outstanding balances due
Data entry and maintain
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 necessary 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
Continually stay
abreast of all company policies and procedures to ensure good knowledge, execution and compliance of standard operating procedures
Continually seek
to improve individual and team performance, including identifying, communicating and adopting best practices
Live and champion
IOA core values at all times, demonstrating the highest level of personal character, integrity, and servant leadership
Regular and consistent attendance is expected and a necessary component to the job
Perform
other duties as required
What We’re Looking For:
3+ years of customer service experience in the insurance industry
Has a very good understanding of what an insurance brokerage is and does
All required active licensing
CISR designation or equivalent preferred
Strong analytical, problem solving and decision making skills
Must possess high attention to detail
Excellent multi-tasking, organizational and prioritization 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
.
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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