Account Associate - Commercial Insurance
About the job
- At least 2 years of insurance industry experience, or at least 5 years of related customer service experience.
- Thorough knowledge of insurance brokerage and client needs.
- Required active licensing.
- Strong analytical, problem-solving, and decision-making skills.
- Exceptional customer service, multitasking, and organizational skills.
- Excellent communication skills.
- Proficiency in Microsoft Office, including Outlook, Word, and Excel.
- High School Diploma or equivalent.
- Assist in directing the day-to-day activities of Team Support/Receptionist and Account Assistant.
- Assist with general office tasks and administration.
- Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, motor vehicle records, identification cards, certificates, and binders.
- Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, perform online rating, prepare proposals and AOR letters, and support new and 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.
- Ensure productivity and quality standards are met.
- Participate in team building and promote a positive work environment.
- Seek and adopt best practices.
- Stay updated on company policies and procedures.
- Enhance technical skills and industry knowledge.
- Foster positive relationships with colleagues and leadership.
- Demonstrate integrity and leadership.
- Competitive salaries and bonus potential.
- Employee stock plan participation.
About the company
Insurance Office of America (IOA) is a large, privately held insurance broker offering property and casualty coverage, employee benefits, and personal lines, along with risk management services and insurtech solutions. It works by employing licensed brokers who assess clients’ risks, design customized insurance programs, and place coverage with a network of insurance carriers, often including ongoing risk management support and technology-enabled tools to monitor and optimize policies. IOA differentiates itself through its private ownership, scale with over 60 offices and 1,300 associates in the U.S. and U.K., and its emphasis on risk management and insurtech innovation, rather than relying on a single carrier or product. Its goal is to help clients protect assets, manage risk, and control costs through comprehensive coverage, expert guidance, and technology-enabled services.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Longwood, Florida
Founded
1988
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Simplify's Take
What believers are saying
- IOA closed All Risk Insurance Group in June 2026, adding South Florida distribution.
- IOA acquired Insurance Queen assets in March 2026, extending personal-lines scale.
- Paul Sullivan became first Chief Growth Officer, sharpening pipeline generation and M&A execution.
What critics are saying
- January 2026 breach exposed data for 12,913 people, fueling lawsuits and regulator scrutiny.
- September 2025 Simply IOA cut 66 roles, signaling integration pressure and margin discipline.
- IOA's 2020 defamation fight shows recurring partner conflict, threatening culture and retention.
What makes Insurance Office of America unique
- IOA launched IOA 2.0 in May 2025 with MDP and Navacord capital.
- IOA keeps founder leadership: Heath Ritenour, Jeff Lagos, and Rob Motley remain.
- IOA spans 60-plus offices nationally, strengthening local coverage and cross-selling.
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Benefits
- Health Insurance
- 401K with employer match
- Paid Holidays
- Paid Vacation
- Paid Sick Leave
- Remote Work Options
- Hybrid Work Options
- Community Service Commitment