Account Assistant - Personal Lines

About This Role

This remote role supports the account team by performing administrative tasks and providing exceptional customer service. Responsibilities include data entry, policy review, client communication, payment management, and issuing proofs of insurance.

Responsibilities

• Accurately process endorsements and update management systems
• Efficiently manage email and fax correspondence
• Effectively manage cancellations and reinstatements for policy changes
• Promptly and accurately prepare proofs of insurance
• Diligently monitor Suspense Reports
• Process client payments via various carrier portals
• Download and distribute carrier notifications to appropriate team members
• Provide assistance to team members and department as required
• Maintain frequent and transparent communication with supervisor regarding obstacles and issues
• Champion IOA core values and demonstrate integrity and leadership

Requirements

• 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)

Qualifications

• High School diploma (or equivalent)

Skills

* Required skills

Benefits