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Account Assistant - Shared Services

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DescriptionInsurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.Job Description:Title: Account Assistant - Shared Services(Fully Remote)About the Role: Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Specific responsibilities include data entry, word processing, reviewing policy forms for accuracy, handling transmittals to clients/insureds, and providing general office support.Key Responsibilities:• Office Support: Assist with general office tasks and administration.• Policy Processing: Assist with endorsements, audits, cancellations, reinstatements, and policy releases.• Task Management: Prepare check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.• Data Management: Maintain accurate and up-to-date data in agency systems.• Activity Monitoring: Ensure timely completion 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: Participate in team building and promote a positive work environment.• Continuous Improvement: Seek and adopt best practices.• Compliance: Adhere to company policies and procedures.• Professional Development: Enhance technical skills and industry knowledge.• Relationship Building: Foster positive relationships with colleagues and leadership.• Other Duties: Perform additional tasks as assigned.• Champion IOA Values: Demonstrate integrity and leadership.Ideal Candidate Qualifications:• 2+ years’ experience in customer service, industry experience preferred• Exceptional customer service, communication, multitasking, and organizational skills• Proficiency in 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• Employee stock plan participation• Professional growth and career progression opportunities• Respectful culture and work/family life balance• Community service commitment• Supportive teammates and a rewarding work environmentWhat to Expect (Application Process):• 30-Minute Phone Screen, Online Assessments, and Interview(s)Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.https://www.ioausa.com/

Insurance Office of America Glassdoor Company Review

3.5

Insurance Office of America DE&I Review

3.4

CEO of Insurance Office of America

Jeff Lagos

Approve of CEO

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$27 / HOURLY (est.)

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$18.39

$35.44

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What You Should Know About Account Assistant - Shared Services, Insurance Office of America

Are you ready to jumpstart your career as an Account Assistant in Shared Services with the Insurance Office of America (IOA)? This fully remote position is the perfect opportunity for someone who thrives in a dynamic environment and loves to support a stellar account team. At IOA, the fourth largest privately held insurance brokerage in the U.S., you will be vital in handling day-to-day administrative tasks and boosting our service excellence. Picture yourself juggling data entry, policy processing, and communication as you aim to exceed performance and quality benchmarks. Your responsibilities will include reviewing policy forms for accuracy, preparing critical documents like invoices and insurance binders, and maintaining precise data in our systems. You’ll also be instrumental in promoting a culture of respect and continuous improvement as you build positive relationships within your team. With a commitment to professional growth and a focus on work/life balance, IOA offers an environment where your skills will flourish. If you have at least two years of customer service experience, exceptional multitasking abilities, and proficiency in MS Office, we'd love for you to consider joining us and making an impact on our collaborative team. This is your chance to shine at IOA, where your contributions are valued, and your career journey is nurtured!

Frequently Asked Questions (FAQs) for Account Assistant - Shared Services Role at Insurance Office of America

What are the daily responsibilities of an Account Assistant at IOA?

As an Account Assistant at the Insurance Office of America (IOA), your daily responsibilities will include providing essential office support, processing policies, managing various tasks, and ensuring data accuracy. You'll engage in activities like handling endorsements and policy adjustments, preparing financial documents, and maintaining clear communication with the account team. Your proactive service is key to meeting production and quality standards.