Account Associate - Shared Services

About This Role

This role will assist the account team with day-to-day administrative tasks and recurring customer service inquiries, ensuring production and quality requirements are met without error. The associate will be responsible for resolving basic and routine administrative and customer service issues.

Responsibilities

• Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant
• Assist with general office tasks and administration
• Handle policy processing including endorsements, audits, cancellations, reinstatements, and various requests
• Identify and reconcile billing inaccuracies and review policy forms
• Prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows
• Maintain accurate and up-to-date data in agency systems
• Ensure timely completion of tasks and activities
• Keep the account team informed of workload status and any issues
• Provide proactive and responsive service and ensure productivity and quality standards are met
• Participate in team building, promote a positive work environment, and seek best practices
• Stay updated on company policies and procedures and enhance technical skills and industry knowledge
• Foster positive relationships with colleagues and leadership and champion IOA Values

Requirements

• 3+ years of industry experience
• Thorough knowledge of insurance brokerage and client needs
• Required active licensing
• Strong analytical, problem-solving, and decision-making skills
• Exceptional customer service, communication, multitasking, and organizational skills
• Proficiency in MS Office (Outlook, Word, Excel)

Qualifications

• High School Diploma (or equivalent)
• 3+ years of industry experience

Skills

* Required skills

Benefits