Senior Account Associate – Commercial Insurance

This is a fully remote position, open to applicants in Florida, +1 more state.

📋 Description

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

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

• Resolve moderately complex customer service issues independently and manage small accounts.

• Aid in overseeing the daily activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.

• Monitor policy expirations for current clients, ensuring that renewals are processed accurately and punctually.

• 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.

• Conduct client research, gather underwriting data, perform loss run analysis, prepare submissions, assess and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.

• Assist in reviewing contracts to confirm that appropriate coverages are included.

• Monitor reports and take action on delinquent accounts, collecting outstanding balances as necessary.

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

• Keep open, transparent communication with the account team regarding workload status and any concerns.

• Provide exceptional service, proactively anticipate client needs, and respond promptly to service requests.

• Stay informed about company policies and procedures.

• Seek and implement best practices to enhance individual and team performance.

• Exhibit integrity and leadership qualities.

⛳️ Requirements

• A minimum of 3 years of customer service experience within the insurance sector.

• Comprehensive understanding of insurance brokerage and client requirements.

• Active licensing is required; professional designation (CISR) is 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) is required.

🏝️ Benefits

• Company-sponsored health insurance.

• Paid holidays, vacation time, and sick leave.

• 401K plan with employer matching.

• Opportunities for professional growth and career advancement.

• A respectful culture that promotes work/family life balance.

• Commitment to community service.

• Supportive colleagues and a fulfilling work environment.