Senior Account Associate – Commercial Insurance, Agriculture/Construction

This is a fully remote position, open to applicants in Florida.

📋 Description

• Provide administrative and customer service assistance to the account team, Producer, and/or designated group of accounts

• Operate under the general guidance of an Account Manager (AM), Account Executive (AE), or Producer

• Ensure adherence to production and quality standards while mitigating liability risks related to errors and omissions

• Independently resolve moderately complex customer service issues and manage smaller accounts or those with simpler requirements

• Support the daily operations and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate

• Monitor policy expirations for current clients, ensuring timely and accurate processing of renewals

• Manage policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing discrepancies, and Agent of Record letters

• Perform client research, gather underwriting information, conduct loss run analyses, prepare submissions, assess and negotiate coverages and pricing, create and present proposals, bind coverage, and follow up on policy issuance

• Aid in reviewing contracts to verify that appropriate coverages are included

• Monitor reports and take necessary actions on overdue accounts, collecting outstanding balances

• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness

• Oversee and maintain activity/suspense to guarantee timely completion

• Maintain regular, open communication with the account team regarding workload status and any challenges

• Deliver exceptional service, proactively anticipate needs, and respond swiftly to service requests

• Stay informed about company policies and procedures

• Pursue and implement best practices to enhance individual and team performance

• Exhibit integrity and leadership

⛳️ Requirements

• 3+ years of customer service experience within the insurance sector

• Comprehensive understanding of insurance brokerage and client requirements

• Active licensing required; professional designation (CISR) preferred

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

• Outstanding customer service, communication, multitasking, and organizational skills

• Proficient in MS Office (Outlook, Word, Excel)

• High School Diploma (or equivalent)

🏝️ Benefits

• Competitive salaries and bonus potential

• Company-funded health insurance

• Paid holidays, vacations, and sick time

• 401K with employer matching

• Opportunities for professional growth and career advancement

• Respectful culture promoting work/family life balance

• Commitment to community service

• Supportive colleagues and a fulfilling work environment