IO
Account Assistant - Personal Lines
full-time•Palm Bay, Oviedo, Florida, Espoo, Monticello•$0k - $0k
About this role
Job Description:
Title: Account Assistant - Personal Lines
Fully remote candidate able to work 8-5 EST shift
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. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations
About the Role: Works under the direct supervision of branch/team leadership, adhering to established industry and company guidelines. This role supports the account team by completing day-to-day administrative tasks and providing exceptional customer service. Responsibilities include data entry for clients and policies, reviewing policy forms, managing client communications and payments, issuing proofs of insurance, and other office support duties. The role requires strict adherence to performance standards to ensure accuracy and prevent errors or omissions.
Key Responsibilities:
Process Endorsements: Accurately update management systems as required.
Correspondence Management: Manage email and fax correspondence efficiently.
Policy Changes: Manage cancellations and reinstatements effectively.
Proofs of Insurance: Prepare proof of insurance promptly and accurately.
Report Monitoring: Monitor Suspense Reports diligently.
Payment Processing: Process client payments via various carrier portals.
Notification Distribution: Download and distribute carrier notifications to appropriate team members.
Team Assistance: Provide assistance to team members and department as required.
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:
Exceptional customer service and communication skills
Strong multi-tasking and organizational skills
High accuracy in handling large work volumes
Proficiency in MS Office (Outlook, Word, Excel)
High School diploma (or equivalent)
What We Offer:
Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Employee stock plan participation
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment
What to Expect (Application Process):
30-Minute Phone Screen, Online Assessments, and Interview(s)
Salary Range
The expected pay range for this position is $15.50 to $17.50 per hour, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
What you'll do
- The Account Assistant supports the account team by completing administrative tasks and providing customer service. Responsibilities include data entry, managing client communications, processing payments, and issuing proofs of insurance.
About Insurance Office of America
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. For more information, visit www.ioausa.com.
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Frequently Asked Questions
What does Insurance Office of America pay for a Account Assistant - Personal Lines?
Insurance Office of America offers a competitive compensation package for the Account Assistant - Personal Lines role. The salary range is USD 0k - 0k per year. Apply through Clera to learn more about the full compensation details.
What does a Account Assistant - Personal Lines do at Insurance Office of America?
As a Account Assistant - Personal Lines at Insurance Office of America, you will: the Account Assistant supports the account team by completing administrative tasks and providing customer service. Responsibilities include data entry, managing client communications, processing payments, and issuing proofs of insurance..
Is the Account Assistant - Personal Lines position at Insurance Office of America remote?
The Account Assistant - Personal Lines position at Insurance Office of America is based in Palm Bay, Florida, United States and Oviedo, Florida, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Account Assistant - Personal Lines position at Insurance Office of America?
You can apply for the Account Assistant - Personal Lines position at Insurance Office of Americadirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.