- Salary
- $22 – $26
- Location
- CA-SanDiego-006, United States of America · Monroe, Washington · Lake Stevens, Washington · Omaha, Nebraska · Everett, Washington · Snohomish, Washington · Lincoln, Nebraska · Mukilteo, Washington · Lynnwood, Washington · Edmonds, Washington · Grand Island, Nebraska · Poway, California · Oceanside, California · La Jolla, California · Mill Creek, Washington · Marysville, Washington · Bothell, Washington · Escondido, California · Carlsbad, California · Universal City, California · Toluca Lake, California · Sherman Oaks, California · Walnut Creek, California · Castro Valley, California · San Fernando, California · North Hollywood, California · Sunnyvale, California · Fargo, North Dakota · Highland, Utah · Studio City, California · Beverly Hills, California · Pleasant Grove, Utah · Cedar Hills, Utah · Alpine, Utah · Summerlin, Nevada · Boulder City, Nevada · West Hollywood, California · Van Nuys, California · Hollywood, California · Santa Clara, California · Brookings, South Dakota · Concord, California · Saratoga Springs, Utah · Bellevue, Nebraska · Spring Valley, Nevada · Lindon, Utah · American Fork, Utah · Upland, California · San Dimas, California · Eagle Mountain, Utah · Bismarck, North Dakota · Draper, Utah · Sunrise Manor, Nevada · Paradise, Nevada · Aberdeen, South Dakota · Norco, California · Pahrump, Nevada · Diamond Bar, California · Chino, California · Charter Oak, California · Winchester, Nevada · Rancho Cucamonga, California · Pocatello, Idaho · Washington, Utah · Idaho Falls, Idaho · Caldwell, Idaho · Butte-Silver Bow, Montana · Pomona, California · Billings, Montana · Pedley, California · Sheridian, Wyoming · Glen Avon. California · Rock Springs, Wyoming · Claremont, California · Apple Valley, California · Casper, Wyoming · Nampa, Idaho · Farmington, New Mexico · Las Cruces, New Mexico · Saint George, Utah · Montclair, California · La Verne, California · Chino Hills, California · Mission Viejo, California · Gilette, Wyoming · Rio Rancho, New Mexico · Bozeman, Montana · Great Falls, Montana · Mira Loma, California · Missoula, Montana · Laramie, Wyoming · Glendale, California · Meridian, Idaho · Roswell, New Mexico · Albuquerque, New Mexico · Washington (Remote) · Utah (Remote) · Lake Havasu City, Arizona · Hurricane, Utah · South Dakota (Remote) · Bullhead City, Arizona · New Mexico (Remote) · Kingman, Arizona · Nebraska (Remote) · Montana (Remote) · Idaho (Remote) · Oregon (Remote) · North Dakota (Remote) · Barstow, California · Arizona (Remote) · Nevada (Remote) · Temple City, California · Taft, California · Simi Valley, California · Thousand Oaks, California · Spring Valley, California · San Marino, California · Reno, Nevada · Tustin Foothills, California · Tustin, California · South El Monte, California · Sierra Madre, California · Santa Maria, California · San Juan Capistrano, California · Enterprise, Nevada · Henderson, Nevada · Westlake Village, California · South Pasadena, California · Santa Paula, California · San Gabriel, California · San Clemente, California · Rancho San Diego, California · Oxnard, California · Scottsdale, Arizona · Lemon Grove, California · Gilbert, Arizona · Lake Forest, California · Laguna Hills, California · Laguna Beach, California · La Canada Flintridge, California · Mesa, Arizona · Imperial Beach, California · Fillmore, California · Camarillo, California · Rosemead, California · Newport Beach, California · North Las Vegas, Nevada · Monrovia, California · Lompoc, California · Laguna Woods, California · Spokane, Washington · La Presa, California · Dana Point, California · Costa Mesa, California · Chula Vista, California · Hillsboro, Oregon · Bostonia, California · Bellevue, Washington · Rancho Santa Margarita, California · Eugene, Oregon · Port Hueneme, California · National City, California · Tucson, Arizona · Monterey Park, California · Laguna Niguel, California · La Mesa, California · El Cajon, California · Coronado, California · Tacoma, Washington · Bonita, California · Altadena, California · Santee, California · Seattle, Washington · Moorpark, California · Lakeside, California · Isla Vista, California · Westminster, California · Goleta, California · El Monte, California · Portland, Oregon · Carpinteria, California · Arcadia, California · Alhambra, California · Chandler, Arizona · Washington, D.C. · Burbank, California · Wyoming (Remote) · Santa Ana, California · Lehi, Utah · Irvine, California · Anaheim, California · Salt Lake City, Utah · Provo, Utah · Los Angeles, California · Torrence, California · Vancouver, Washington · Santa Barbara, California · San Diego, California · Sacramento, California · San Jose, California · Long Beach, California · Fresno, California · San Francisco, California · Bakersfield, California · Pleasanton, California · Pasadena, California · Ontario, California · Las Vegas, Nevada · Glendale, Arizona · Redmond, Oregon · Gresham, Oregon · Grants Pass, Oregon · Union City, California · Bend, Oregon · Encino, California · San Lorenzo, California · Tualatin, Oregon · Springfield, Oregon · Oregon City, Oregon · Lake Oswego, Oregon · Milpitas, California · Keizer, Oregon · Livermore, California · Beaverton, Oregon · Hayward, California · Aliso Viejo, California · West Linn, Oregon · San Ramon, California · Medford, Oregon · Fremont, California · Albany, Oregon · Fairview, California · Ashland, California · Newark, California · Dublin, California · Tigard, Oregon · Danville, California · McMinnville, Oregon · Cherryland, California · Corvallis, Oregon · Alamo, California · Sun City West, Arizona · Peoria, Arizona · Paradise Valley, Arizona · Goodyear, Arizona · El Mirage, Arizona · Apache Junction, Arizona · Three Points, Arizona · Picture Rocks, Arizona · Flowing Wells, Arizona · Tempe, Arizona · Surprise, Arizona · Summit, Arizona · South Tucson, Arizona · Sahuarita, Arizona · Catalina Foothills, Arizona · Sun City, Arizona · Queen Creek, Arizona · Florence, Arizona · Casa Grande, Arizona · Tortolita, Arizona · East Sahuarita, Arizona · Drexel Heights, Arizona · Corona de Tucson, Arizona · Watertown, South Dakota · Catalina, Arizona · Buckeye, Arizona · Avondale, Arizona · Anthem, Arizona · Tanque Verde, Arizona · Oro Valley, Arizona · Marana, Arizona · West Fargo, North Dakota · Green Valley, Arizona · Casas Adobes, Arizona · Sioux Falls, South Dakota · Rapid City, South Dakota · Minot, North Dakota · Kearney, Nebraska · Grand Forks, North Dakota · West Lake Stevens, Washington
- Workplace
- Remote
- Type
- Full-time
- Department
- Sales
- Seniority
- Entry
- Education
- High School
- Source
- Workday
Description
Job Description:
Title: Senior Account Associate - Commercial Lines
Work Mode: Fully remote for candidates in Pacific or Mountain time zone | Supporting: San Diego, CA office | Book Focus: Select Business | Required: Active P&C license. 3+ years of commercial experience
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: Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage small-sized accounts or those with the least complex needs.
Key Responsibilities:
Team Leadership: Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
Policy Management: Track policy expirations for existing clients, ensuring renewals are processed accurately and on time.
Task Processing: Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters.
New and Renewal Business Support: Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.
Contract Review: Assist in reviewing contracts to ensure proper coverages are included.
Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances.
System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.
Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.
Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
Policy Compliance: Stay updated on company policies and procedures.
Continuous Improvement: Seek and adopt best practices to improve individual and team performance.
Champion IOA Values: Demonstrate integrity and leadership.
Ideal Candidate Qualifications:
3+ years of customer service experience in the insurance industry
Thorough knowledge of insurance brokerage and client needs
Required active licensing, professional designation (CISR) preferred
Strong analytical, problem-solving, and decision-making skills
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)
Salary Range
The expected pay range for this position is $22.50 to $26.50 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.
