Account Associate - SBU New Business

Work Mode:Fully remote for candidates in EST/CST time zone| Supporting:Longwood, FL office| Book Focus: Select Business Unit -New Business Team

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: Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirementsregardingproduction and quality. Ensure no liability associated with errors or omissions occurs.Responsibilities includeresolving basic and routine administrativeand customer service issues.

Key Responsibilities:

• Team Support: Assistin directing day-to-day activities of Team Support/Receptionist and Account Assistant.

• Office Support: Assistwith general office tasks and administration.

• Policy Processing: Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.

• Task Management: Identifyand reconcile billing inaccuracies, review policy forms, prepare submissions, onlinerating, proposals, AOR letters, and support new/renewal business workflows.

• Data Management: Maintainaccurateand up-to-date data in agency systems.

• Activity Monitoring: Ensuretimelycompletion of tasks and activities.

• Communication: Keep the account team informed of workload status and any issues.

• Service Excellence: Provide proactive and responsive service.

• Performance Monitoring: Ensure productivity and quality standards are met.

• Promote Culture: Participatein team building and promote a positive work environment.

• Continuous Improvement: Seekand adopt best practices.

• Compliance: Stay updated on company policies and procedures.

• Professional Development: Enhance technical skills and industry knowledge.

• Relationship Building: Foster positive relationships with colleagues and leadership.

• Champion IOA Values: Demonstrateintegrity and leadership.

Ideal CandidateQualifications:

• 2+ years ofindustry experience,OR5+ years ofrelatedexperiencein customer service

• Thorough knowledge of insurance brokerage and client needs

• Required active licensing

• Strong analytical, problem-solving, and decision-making skills

• Exceptional customerservice,communications.multitasking, and organizational skills

• Proficiencyin 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

Whatto Expect(Application Process):

• 30-Minute Phone Screen, Online Assessments, and Interview(s)