Account Assistant

Title: Account Assistant- Commercial Lines

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 direct supervision of branch/team leadership and following established industry and company guidelines; assists account team in completing day-to-day administrative tasks; recurring, narrowly defined customer service tasks; and meeting all performance requirements regarding production, quality and ensuring that no liability associated with errors or omissions occur. Specific responsibilities include entering data related to client and/or policies; word processing; reviewing policy forms for accuracy; handling transmittals to the client/insured; and providing general office 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 Agreements
  • Prepare Summaries of Insurance
• Prepares and processes the following tasks accurately and within required timeframes:
  • Ordering Loss Runs and MVR’s
  • Issue Auto ID Cards
  • Issue Certificates of Insurance and Evidences of Property
  • Issue 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