Senior Account Associate (Hybrid)

***This is a hybrid role based out of our Pleasanton, CA branch.***

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 pla