Account Assistant- Commercial Insurance (Entry Level)

Title: Account Assistant - Commercial Lines 

Work Mode: In-Office (Hybrid 1-2 days a week, with appropriate licensing) | Location/Supporting: Longwood, FL | Book Focus: General, Select Business 
 
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: 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 

• 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 

• 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)