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Account Assistant

4 months ago

Aliso Viejo, United States Insurance Office of America Full time

Job Summary

Workingunder direct supervision of branch/team leadership andfollowingestablished industry and company guidelines;assists accountteamincompleting day-to-day administrative tasks;recurring,narrowlydefined customer service tasks;andmeeting all performance requirements regarding production, quality and ensuringthatnoliabilityassociatedwitherrorsoromissionsoccur.Specificresponsibilitiesincludeenteringdata relatedto clientand/orpolicies;wordprocessing;reviewingpolicy forms foraccuracy;handlingtransmittalstothe client/insured;andprovidinggeneraloffice 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 AgreementsPrepare Summaries of Insurance Prepares and processes the following tasks accurately and within required timeframes:Ordering Loss Runs and MVR’sIssue Auto ID CardsIssue Certificates of Insurance and Evidences of PropertyIssue 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:

InsuranceIndustryexperiencepreferred;or2+yearsofrelatedexperienceincustomerservice

Excellentadministrative,multi-tasking,andorganizationsskills

Excellentcustomerserviceskills

Outstandingverbal/writtencommunicationskills

PCproficiency,includingbasicknowledgeofMSOfficeproducts,includingOutlook,WordandExcel

Exceptionalpersonalcharacter

HighSchoolDiploma(orequivalent)

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 *Salary range variable depending on experience