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Account Associate Ii information

What is an Account Associate II?

An Account Associate II is a mid-level professional responsible for supporting account managers and handling client accounts within a company. They typically manage communication with clients, help resolve issues, assist with account setup and maintenance, and ensure that client needs are met efficiently. This role often requires strong organizational and communication skills, as well as familiarity with the company's products or services. Account Associate IIs may also generate reports, process orders, and collaborate with internal teams to deliver excellent customer service.

What are the key skills and qualifications needed to thrive as an Account Associate II?

To thrive as an Account Associate II, you need a solid background in account management, customer service, and data analysis, often supported by a relevant bachelor's degree or equivalent experience. Familiarity with CRM software, Microsoft Excel, and other financial tracking systems is typically required. Strong interpersonal skills, attention to detail, and effective communication set top performers apart. These skills and qualities are crucial for building client relationships, ensuring accuracy, and supporting business growth in a competitive environment.

What are some typical challenges Account Associate II professionals face when managing multiple client accounts simultaneously?

Account Associate II professionals often juggle several client accounts at once, which can pose challenges in prioritizing tasks and maintaining consistent communication. Balancing competing deadlines and adapting to the unique needs of each client requires strong organizational skills and attention to detail. Effective collaboration with internal teams, such as sales and customer support, is key to ensuring all client expectations are met smoothly. Proactively addressing issues and keeping clients informed helps build trust and long-term relationships.

What is the difference between Account Associate Ii vs Account Coordinator?

AspectAccount Associate IIAccount Coordinator
Required CredentialsTypically requires a bachelor's degree in business, marketing, or related field; some roles may prefer certifications in account management or CRM toolsUsually requires a bachelor's degree; certifications in customer service or project management are a plus
Work EnvironmentOffice setting, interacting with clients and internal teams, managing accountsOffice or remote, supporting account teams, coordinating client communications
Employer & Industry UsageCommon in finance, marketing, advertising, and sales industriesWidely used in marketing, advertising, and corporate services sectors

The Account Associate II and Account Coordinator roles share similar educational backgrounds and work environments, often overlapping in industries like marketing and finance. The main difference lies in scope: Account Associate II typically handles more complex account management tasks, while Account Coordinator focuses on supporting and coordinating activities within accounts.

What are the most commonly searched types of Account Ii jobs in Georgia?

The most popular types of Account Ii jobs in Georgia are:

What cities in Georgia are hiring for Account Associate Ii jobs?

Cities in Georgia with the most Account Associate Ii job openings:

Account Associate Ii jobs near you

Account Manager- Commercial Insurance

Insurance Office of America

Lilburn, GA

Full-time

Medical, Retirement

Re-posted 6 days ago

Insurance Office Of America rating

8.8

Company rating: 8.8 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

56th of 311 rated insurance

Job description

Job Description:

Commercial Insurance Account Manager
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:

We are seeking insurance professionals with 2 to 5 years of commercial insurance experience and an active P&C license, for current and future opportunities within our Account Management career path based on experience and licensing. Multiple experience levels considered, including Account Associate, Senior Account Associate and Account Manager Associate opportunities.

Provide administrative, technical, and customer service support to the account team and assigned clients. This role ensures accurate policy processing, supports new and renewal business, and maintains high service standards while minimizing risk exposure.

The scope, autonomy, and complexity of responsibilities increase by level, ranging from task execution (Account Associate) to independent account management and technical advisory (Account Manager Associate).

Core Responsibilities (All Levels)

Client Service & Support

  • Deliver proactive, responsive service to clients and internal teams
  • Communicate workload status and resolve service requests efficiently
  • Support strong client and team relationships

Policy Administration

  • Process endorsements, audits, cancellations, reinstatements
  • Manage certificates, ID cards, binders, invoices, and related documents
  • Support policy issuance and documentation accuracy

Business & Renewal Support

  • Assist or lead new and renewal business processes
  • Prepare submissions and proposals
  • Gather underwriting information and documentation

Systems & Workflow Management

  • Maintain accurate client and policy data in systems
  • Monitor activities and ensure timely task completion

Billing & Compliance

  • Resolve billing discrepancies and support collections
  • Ensure adherence to policies and minimize errors & omissions exposure

Level Differentiation

Account Associate (AA) (Non-Exempt)- Foundational

  • Executes transactional and administrative tasks
  • Supports workflows under close supervision
  • Assists with submissions and policy processing
  • Focused on accuracy, timeliness, and task completion

Senior Account Associate (SAA) (Non-Exempt)- Intermediate

  • Independently manage small or low-complexity accounts
  • Tracks renewals and ensures timely processing
  • Performs underwriting preparation and loss run analysis
  • Evaluates and negotiates coverage/pricing
  • Prepares proposals and binds coverage
  • Provides guidance to junior staff

Account Manager Associate (AMA) (Exempt) - Advanced

  • Operates with minimal supervision and increased autonomy
  • Manages full customer service lifecycle (billing, claims, coverage)
  • Leads renewal strategy, negotiation, and execution
  • Performs in-depth coverage analysis and advisory support
  • Handles more complex accounts and escalations
  • Demonstrates advanced technical expertise and leadership

Differences Summary

  • Account Associate: Task-driven, execution-focused, entry-level support
  • Senior Account Associate: Independent contributor, analytical, manages smaller accounts
  • Account Manager Associate: Advanced expertise, owns client experience, near Account Manager level

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


What to Expect(Application Process):

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

Salary Range

The expected pay range for this position is 45-75K annually, depending on role, experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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