Commercial associate

Job Summary

Working under the direction of an Account Manager (AM) and / or Account Executive (AE) and following established industry and company guidelines;

provides administrative and customer service support to account team andProducer;andmeetingallperformancerequirementsregardingproduction,qualityandensuringthatno liability associated with errors or omissions occur.

Resolves basic and routine administrative and customer service problems directly, and refers complex requests or inquiries to more senior staff.

What You’ll Do :

• Assist in directing day-to-day activities and work flow assigned to Team Support / Receptionist and Account Assistant
• Process the following tasks accurately and within required timeframes : Process Policy Endorsements and carrier Audits;

identify errors and facilitate corrective actionsProcess Policy Cancellations, Reinstatements and Lost Policy Releases (LPR)Prepare Check requests, Invoices and Premium Finance AgreementsPrepare Summaries of InsuranceOrder Loss Runs and MVR’sIssue Auto ID CardsIssue Certificates of Insurance and Evidences of PropertyIssue Binders of InsurancePrepare Check Requests, Invoicing and Premium Finance Agreements

• Assist with the following tasks accurately and within required timeframes : Identify and reconcile any inaccuracies in Account billingsPreliminary review of policy forms, identifying discrepancies and making any necessary changes as directed by AM, AE or ProducerPrepare complete and accurate submissions including Acord applications and / or supplemental formsOnline RatingPrepare ProposalsPrepare Agent of Record letters (AOR)Provide support in the New Business or Renewal Business Workflow
• Data entry and maintain agency management system, other agency supported systems and carrier / vendor online platforms, ensuring all data entered is complete, clearly presented and well-documented, accurate, and up to date.
• Monitor and maintain activity / suspense, taking required action to ensure completion within required time frame.
• Maintain frequent, transparent communication with account team regarding individual and team client service and policy administration activities, ensuring that the account team is fully informed of workload status, questions and / or any errors, discrepancies or changes related to assigned duties and tasks.
• Always deliver excellent service, including proactively anticipating needs, maintaining frequent and professional communication, and responding quickly to service requests.
• Continually stay abreast of all company policies and procedures to ensure good knowledge, execution and compliance of standard operating procedures.
• Continually seek to improve individual and team performance, including identifying, communicating and adopting best practices.
• Live and champion IOA core values at all times, demonstrating the highest level of personal character, integrity, and servant leadership
• Regular and consistent attendance is expected and a necessary component to the job
• Perform other duties as assigned

What We’re Looking For :

2 years of industry experience; or 5 of related experience in customer service

Has good understanding of what an insurance brokerage is and does

All required active licensing

Excellent administrative, multi-tasking, and organizational skills

Excellent customer service skills

PC proficiency, including basic knowledge of MS Office products, including Outlook, Word and Excel

Exceptional personal character

High School Diploma (or equivalent)

What We Offer :

• Competitive salaries and bonus earning potential
• Great benefits, including company paid health insurance
• Paid time off for holidays, vacations, and sick time
• 401K with an employer match
• Participation in our employee stock plan
• Opportunities for professional growth and career progression
• A culture that emphasizes respect for every individual
• Company commitment to work / family life balance and community service
• Teammates who share your drive for excellence
• Knowing every day you are helping our clients protect their families and businesses

Still wondering if IOA is the right fit for you?

• If you want to feel the significance of knowing your efforts have been both recognized, appreciated and rewarded, then IOA is right for you.
• If you want to feel valued and have a real influence towards the continued success of your organization, then IOA is right for you.
• If you want to feel the peace of knowing that you’ve made the best decision of your professional life, then IOA is right for you.

Last updated : 2024-11-08