Senior Account Associate

4 weeks ago

Jacksonville, United States Insurance Office of America Full time
Description

Position at Insurance Office of America

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 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 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

•Excellent customer service skills

•Must possess high attention to detail

•Excellent multi-tasking, organizational and prioritization 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.


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.

  • Senior Accounts Receivable Associates

    1 week ago

    Jacksonville, United States HD Supply Holdings, Inc. Full time

    Responsible for detailed research and calculation to maintain accounts receivable records, including cash receipts, claims, overdue invoices, interest charges, refunds, and related items. Maintains vendor compliance and acceptable customer service le Accounts Receivable, Associate, Senior, Transportation, Accounting, Insurance, Research, Account

  • Senior Collections Associate

    2 months ago

    Jacksonville, United States HD Supply Holdings, Inc. Full time

    Responsible for contacting customers for the purpose of collecting outstanding accounts receivables on orders. Resolve customer billing problems and reduce accounts receivable delinquency. Major Tasks, Responsibilities, and Key Accountabilities. Pe Associate, Collections, Senior, Accounts Receivable, Retail, Transportation

  • Senior Collections Associate

    3 weeks ago

    Jacksonville, United States HD Supply Holdings, Inc. Full time

    Responsible for contacting customers for the purpose of collecting outstanding accounts receivables on orders. Resolve customer billing problems and reduce accounts receivable delinquency. Major Tasks, Responsibilities, and Key Accountabilities. Pe Associate, Collections, Senior, Accounts Receivable, Retail, Transportation

  • Accounting Senior

    4 weeks ago

    Jacksonville, United States Patrick & Raines CPAs Full time

    Job DescriptionJob DescriptionP&R CAAS- SeniorOverall:This individual helps lead and manage multiple engagements to deliver quality CAAS services for our clients. This position offers excellent opportunities for leadership and career advancement to the right candidate.  Our friendly firm allows hybrid work for qualified staff members after an initial...

  • Accounting Senior

    4 weeks ago

    Jacksonville, United States Patrick & Raines CPAs Full time

    Job DescriptionJob DescriptionP&R CAAS- SeniorOverall:This individual helps lead and manage multiple engagements to deliver quality CAAS services for our clients. This position offers excellent opportunities for leadership and career advancement to the right candidate.  Our friendly firm allows hybrid work for qualified staff members after an initial...

  • Senior Accountant

    2 weeks ago

    Jacksonville, Florida, United States Tatum by Randstad Full time

    Our client in the Jacksonville , Florida area is actively seeking Senior Accountant to join their expanding construction organization. This individual will be responsible for all aspects of transactional accounting, maintaining the integrity of the general ledger and preparing monthly and interim financial statements, in accordance with established policies...

  • Senior Accounts Receivable Associates

    5 days ago

    Jacksonville, United States HD Supply Full time

    Job Summary Responsible for detailed research and calculation to maintain accounts receivable records, including cash receipts, claims, overdue invoices, interest charges, refunds, and related items. Maintains vendor compliance and acceptable customer service levels. Major Tasks, Responsibilities, and Key Accountabilities Computes and records interest...

  • Accounting Senior

    4 weeks ago

    Jacksonville, United States Ennis, Pellum & Assoc, CPAs Full time

    Job DescriptionJob DescriptionSalary: Job Description:We currently have a career opportunity for an Accounting Senior. The Accounting Services Team performs accounting assistance and review, consulting on accounting software, and provides various other assistance for small-to-medium companies in a variety of industries.Responsibilities:As an Accounting...

  • Accounting Senior

    4 weeks ago

    Jacksonville, United States Ennis, Pellum & Assoc, CPAs Full time

    Job DescriptionJob DescriptionSalary: Job Description:We currently have a career opportunity for an Accounting Senior. The Accounting Services Team performs accounting assistance and review, consulting on accounting software, and provides various other assistance for small-to-medium companies in a variety of industries.Responsibilities:As an Accounting...

  • Accounts Receivable Associate

    2 weeks ago

    Jacksonville, United States Acme Barricades Full time

    Description: **Job Summary**: The Accounts Receivable Associate is accountable for the successful follow-up and status of the company’s outstanding receivables. This position works closely with Accounts Receivable Specialist, Controller, other Corporate Office positions, Branch Managers, and customers/clients. Customer service attitude, attention to detail...

  • Accounts Receivable Associate

    3 days ago

    Jacksonville, United States HD Supply Full time

    **Job Summary** Responsible for the routine maintenance of accounts receivable calculations and records, including cash receipts, claims, overdue invoices, interest charges, refunds, and related items. Maintains vendor compliance and acceptable customer service levels. **Major Tasks, Responsibilities, and Key Accountabilities** - Computes and records...

  • Senior Accountant

    7 days ago

    Jacksonville, United States Aston Carter Full time

    Job Title: Senior Accountant Job Description Seeking a meticulous and proactive Senior Accountant to facilitate and complete month-end closing procedures, including general ledger reconciliations, journal entries, and accounting transactions handling. Responsibilities also include preparation of financial statements such as balance sheets, income statements...

  • Senior Accountant

    4 weeks ago

    Jacksonville, United States MK Recruiting Full time

    Job DescriptionJob DescriptionTheSenior Accountantis responsible for preparing monthly journal entries, reconciling accounts, documenting business transactions, and maintaining month end financials.SENIOR ACCOUNTANT JOB RESPONSIBILITIES:Maintain financial records by analyzing balance sheets and general ledger accounts.Reconcile bank statement and cash...

  • Senior Accountant

    4 weeks ago

    Jacksonville, United States MK Recruiting Full time

    Job DescriptionJob DescriptionTheSenior Accountantis responsible for preparing monthly journal entries, reconciling accounts, documenting business transactions, and maintaining month end financials.SENIOR ACCOUNTANT JOB RESPONSIBILITIES:Maintain financial records by analyzing balance sheets and general ledger accounts.Reconcile bank statement and cash...

  • Tax Senior Associate

    4 weeks ago

    Jacksonville, United States FORVIS, LLP Full time

    Tax Senior Associate Location: Jacksonville, FL, USA Apply Company Profile: At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages...

  • Accounts Receivable Associate

    7 days ago

    Jacksonville, United States HD Supply Full time

    Job Summary Responsible for the routine maintenance of accounts receivable calculations and records, including cash receipts, claims, overdue invoices, interest charges, refunds, and related items. Maintains vendor compliance and acceptable customer service levels. Major Tasks, Responsibilities, and Key Accountabilities Computes and records interest...

  • Senior Accountant

    4 weeks ago

    Jacksonville, United States Mac Papers and Packaging, Full time

    Job DescriptionJob DescriptionThe Senior Accountant is an integral role within the accounting department with a focus on period end closings, reconciliations, cash reporting, process improvements, etc. The role will support the integrity of accounting records by ensuring the organization accounting policies and procedures are followed. (This is meant to be a...

  • Senior Accountant

    4 weeks ago

    Jacksonville, United States Mac Papers and Packaging, Full time

    Job DescriptionJob DescriptionThe Senior Accountant is an integral role within the accounting department with a focus on period end closings, reconciliations, cash reporting, process improvements, etc. The role will support the integrity of accounting records by ensuring the organization accounting policies and procedures are followed. (This is meant to be a...

  • Senior Tax Accountant

    4 weeks ago

    Jacksonville, United States Pinnacle Professional Services Full time

    The Senior Tax Accountant will assist the Corporate Tax Manager with the monthly, quarterly & annual closing process, complete monthly sales tax filings, coordinate IRA Tax Credit activities and provide support to the Tax Manager. In addition, this person will aid in the preparation of forecasts, annual preparation of a budget, assist in the preparation of...

  • Senior Accountant

    4 days ago

    Jacksonville, United States The Ladders Full time

    The Senior Accountant is an integral role within the accounting department with a focus on day-to-day general ledger accounting. Key responsibilities include producing periodic and timely financial reports, maintenance of adequate accounting records, establishing and maintaining a comprehensive set of internal controls, enhancing the accuracy of the...