Account Assistant

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.

Job Description:

Title: Account Assistant - Commercial Lines 

Hybrid: 1-2 of days in office | Location/based out of Longwood, FL | Book Focus: General Lines- SBU
 

About the Role: Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Specific responsibilities include data entry, word processing, reviewing policy forms for accuracy, handling transmittals to clients/insureds, and providing general office support. 

 
Key Responsibilities: 

• Office Support: Assist with general office tasks and administration. 

• Policy Processing: Assist with endorsements, audits, cancellations, reinstatements, and policy releases. 

• Task Management: Prepare check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders. 

• Data Management: Maintain accurate and up-to-date data in agency systems. 

• Activity Monitoring: Ensure timely completion of tasks and activities. 

• Communication: Keep the account team informed of workload status and any issues. 

• Service Excellence: Provide proactive and responsive service. 

• Performance Monitoring: Ensure productivity and quality standards are met. 

• Promote Culture: Participate in team building and promote a positive work environment. 

• Continuous Improvement: Seek and adopt best practices. 

• Compliance: Adhere to company policies and procedures. 

• Professional Development: Enhance technical skills and industry knowledge. 

• Relationship Building: Foster positive relationships with colleagues and leadership. 

• Other Duties: Perform additional tasks as assigned. 

• Champion IOA Values: Demonstrate integrity and leadership. 

 
Ideal Candidate Qualifications: 

• 2+ years’ experience in customer service, industry experience preferred 

• Exceptional customer service, communication, multitasking, and organizational skills<