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Account Assistant

Summary: Implementation of and/or assisting Account Management actives including: Client service and communication, client insurance policy administrative processes, renewals, new policy set-up, endorsements, invoicing, certificates & audit review.

Company Overview: Insurance Office of America is a privately held, full-service insurance agency founded in 1988 and is one of the fastest-growing independent insurance agencies in the U.S. We are Florida's largest privately-held insurance agency, currently the 8th largest privately-held agency by Insurance Journal, and the 27th largest U.S. broker according to Business Insurance magazine. Recently voted 5th in the Nation for Best Place to work in Insurance. We have offices coast-to-coast, stretching from Florida to California.

Key Responsibilities:

  • Under direction of Account Team leadership, assist in supporting an assigned book of business, meeting all performance requirements regarding production, quality, and service, and ensuring that no liability associated with errors and omissions occur.
  • Ensures all new and renewal insurance policies are processed accurately and within required timeframes.
  • Executes any policy cancellations and reinstatements accurately and within required timeframes.
  • Prepares summaries of insurance accurately and within required timeframes.
  • Prepares and issues client certificates of insurance and policies binders within required timeframe.
  • Orders and ensures timely receipt of loss runs and MVRs as directed.
  • Maintains agency management system, ensuring all data entered is complete, clearly presented, accurate and up-to-date.

Required Skills & Experience:

  • 1+ years of insurance industry experience
  • All Required active licensing a plus
  • Excellent administrative, multi-tasking, and organizational skills
  • Customer service skills
  • Outstanding verbal/written communication skills
  • PC proficiency
  • Exceptional personal character
  • High School Diploma( or equivalent)

IOA feels honored to have been recognized nationally for two years (2009 & 2010) by Business Insurance Magazine with the award for Best Places to Work Insurance. In 2010 & 2011 The Orlando Sentinel recognized IOA as one of Central Florida’s 100 Best Places to Work for Working Families. IOA also received recognition in 2009 & 2010 by Florida Trend Magazine as a Best Places to Work in Florida. We are proud of these awards and feel the recognition is a direct result of our dedicated team of professionals.

For more information, please visit our website at www.ioausa.com

IOA is an Equal Opportunity Employer and is in compliance with Title VII of the Civil Rights Act of 1964 as amended, Age Discrimination in Employment Act of 1967, and the Rehabilitation Act of 1973, and employs without regard to sex, race, color, national origin, religion, age, handicap or status as a disabled or Vietnam era veteran. IOA is a drug free workplace.

 

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