Job Details

divh2Account Associate - Commercial Lines/h2pIn-Office | Location: Ocala, FL | Book Focus: General, Contractors/ppAbout 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. Responsibilities include resolving basic and routine administrative and customer service issues./ppKey Responsibilities:/pulliTeam Support: Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant./liliOffice Support: Assist with general office tasks and administration./liliPolicy Processing: Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders./liliTask Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows./liliData Management: Maintain accurate and up-to-date data in agency systems./liliActivity Monitoring: Ensure timely completion of tasks and activities./liliCommunication: Keep the account team informed of workload status and any issues./liliService Excellence: Provide proactive and responsive service./liliPerformance Monitoring: Ensure productivity and quality standards are met./liliPromote Culture: Participate in team building and promote a positive work environment./liliContinuous Improvement: Seek and adopt best practices./li/ululliCompliance: Stay updated on company policies and procedures./li/ululliProfessional Development: Enhance technical skills and industry knowledge./liliRelationship Building: Foster positive relationships with colleagues and leadership./liliChampion IOA Values: Demonstrate integrity and leadership./li/ulpIdeal Candidate Qualifications:/pulli2+ years of industry experience, or 5+ years of related experience in customer service/liliThorough knowledge of insurance brokerage and client needs/liliRequired active licensing/liliStrong analytical, problem-solving, and decision-making skills/liliExceptional customer service, multitasking, and organizational skills/liliExcellent communication skills/liliProficiency in MS Office (Outlook, Word, Excel)/liliHigh School Diploma (or equivalent)/li/ulpWhat We Offer:/pulliCompetitive salaries and bonus potential/liliCompany-paid health insurance/liliPaid holidays, vacations, and sick time/lili401K with employer match/liliEmployee stock plan participation/liliProfessional growth and career progression opportunities/liliRespectful culture and work/family life balance/liliCommunity service commitment/liliSupportive teammates and a rewarding work environment/li/ulpWhat to Expect (Application Process):/pulli30-Minute Phone Screen, Online Assessments, and Interview(s)/li/ulpInsurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees./p/div