Commercial Account Associate - Remote/Hybrid Work Model

Company: insurance office of america
Location: San Jose
Posted on: May 15, 2022

Job Description:

Were Insurance Office of America, one of the nations largest privately held agencies. IOA was founded in 1988 with the idea that professional client service provided by knowledgeable, caring, and passionate people makes for a winning combination. Whether working at our home office in suburban Orlando, Florida, one of our branch offices across the US and Northern Ireland, or with one of our subsidiary companies, the continued growth of our over 1,300 employees is a testament to our belief that great things start with great people At IOA, were driven by our mission and core values. We work hard, but we have fun too. Workplace ideals like leading by serving, work/family life balance, and giving back to our community arent just clichs here theyre a part of who we are. We believe in helping people grow, develop and achieve their professional goals, so when you join the IOA team you truly become a partner in our shared success. This position would work to increase the overall service and support received during the initial transition of new producers and/or clients, in order to enhance the producer/client onboarding experience and secure new business for the organization. Working under the direction of an Account Manager (AM) and/or Account Executive (AE) and following established industry and company guidelines; provides administrative and customer service support to AM and/or AE; and meeting all performance requirements regarding production, quality and ensuring that no liability associated with errors or omissions occur. Resolves basic and routine administrative and customer service problems directly, and refers complex requests or inquiries to more senior staff. This role is open to both REMOTE and HYBRID work model for applicants residing in the state of Florida with an active 2-20 License. Commercial Lines Account Associate essential functions include: Performs a high volume and wide variety of insurance-related administrative tasks accurately and within required timeframes as directed/assigned by AM and/or AE including, but not limited to: Processing Policy Endorsements and carrier Audits; identify errors and facilitate corrective actions Issuing Auto ID Cards Issuing Certificates of Insurance and Evidences of Property Issuing Auto ID Cards Issuing Certificates of Insurance and Evidences of Property Delivers excellent service at all times, including proactively anticipating needs, maintaining frequent and professional communication, and responding quickly to service requests Lives and champions IOA core values at all times, demonstrating the highest level of personal character, integrity, and servant leadership Other duties as assigned Qualified candidates will have: 2 years of commercial lines insurance agency/brokerage experience An active P&C License (2-20) Exceptional customer service skills Excellent multi-tasking, organizational, delegation and decision-making skills Outstanding verbal/written communication skills Ability to perform large work volumes with high degrees of accuracy PC proficiency, including MS Office Exceptional personal character, including a strong work ethic, positive attitude, and willingness to assist others at all times Great Reasons to Work at IOA include: 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 If you're ready to take a leap forward in your career, please click below to apply. Any candidates meeting the qualification requirements for the Commercial Lines Account Associate role will be contacted. Were looking forward to hearing from you IOA is an Equal Opportunity Employer, and has been recognized as a great place to work by Business Insurance magazine, Florida Trend, and the Orlando Sentinel.

Keywords: insurance office of america, San Jose , Commercial Account Associate - Remote/Hybrid Work Model, Other , San Jose, California