Account Associate - Personal Lines

Job Description:

Title:  Account Associate - Personal Lines

Work Mode: Fully remote for candidates able to work EST schedule | Location/Supporting: Longwood, FL | Experience: Quoting & Binding Personal Lines Policies. 2-20 or 20-44 license 
 
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations 
 
About the Role: Plays a crucial role in managing client accounts and providing exceptional customer service. Working closely with the account manager, the responsibilities will include processing endorsements, handling client inquiries, managing cancellations, addressing return mail, and responding to underwriter memos. Beyond these tasks, a key focus of the role will be to collaborate with the account manager in nurturing client and agency relationships. Their ability to deliver outstanding customer service and contribute to the growth of these relationships will be essential to their team's success. 
 
Key Responsibilities: 

• Process Endorsements: Accurately update management systems as required. 

• Customer Service: Deliver excellent customer service by promptly addressing customer inquiries. 

• Correspondence Management: Manage email and fax correspondence efficiently. 

• Policy Changes: Handle cancellations, reinstatements, and address any changes needed. 

• Return Mail: Manage return mail and update address/policy details as necessary. 

• Communication: Communicate effectively with insurance companies and customers to fulfill underwriting requirements. 

• Proofs of Insurance: Prepare proof of insurance promptly and accurately. 

• Team Collaboration: Collaborate closely with Account Managers to support servicing of books of business. 

• Supervisor Communication: Maintain frequent and transparent communication with supervisor regarding any obstacles and issues affecting ability to meet performance expectations; seek, accept, and implement performance coaching. 

• Champion IOA core values and demonstrate integrity and leadership. 

 
Ideal Candidate Qualifications: 

• 2 years of personal lines experience 

• State required active licensing (2-20, 20-44 or equivalent)

• Exceptional customer service and communication skills 

• Strong multi-tasking, organizational, and decision-making skills 

• High accuracy in handling large work volumes 

• Proficiency in MS Office (Outlook, Word, Excel)