Senior Account Associate - Commercial Lines Hybrid: 1-2 days in office | Location: Pleasanton, California Book Focus: General, Professional Liability | Requirement: active property & casualty (P&C ...
Senior Account Associate - Commercial Lines Hybrid: 1-2 days in office | Location: Pleasanton, California Book Focus: General, Professional Liability | Requirement: active property & casualty (P&C ...
As Account Associate with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position. Your contributions as a motivated ...
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As Account Associate with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this versatile position. Your contributions as a motivated ...
Senior Account Associate - Commercial Lines/SBU
Livermore, CA · On-site
$22.50 - $26.50/hr
Senior Account Associate - Commercial Lines Work Mode: Fully remote for candidates in Pacific or Mountain time zone | Supporting: San Diego, CA office | Book Focus: Select Business | Required: Active ...
Senior Account Associate - Commercial Lines/SBU
Livermore, CA · On-site
$22.50 - $26.50/hr
Senior Account Associate - Commercial Lines Work Mode: Fully remote for candidates in Pacific or Mountain time zone | Supporting: San Diego, CA office | Book Focus: Select Business | Required: Active ...
As Account Associate - State Farm Agent Team Member for Kristen Eaton - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful ...
Quick apply
As Account Associate - State Farm Agent Team Member for Kristen Eaton - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful ...
Account Associate - State Farm Agent Team Member
Oakdale, CA · On-site
$60K - $80K/yr
As Account Associate - State Farm Agent Team Member for Kristen Eaton - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful ...
Account Associate - State Farm Agent Team Member
Oakdale, CA · On-site
$60K - $80K/yr
As Account Associate - State Farm Agent Team Member for Kristen Eaton - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful ...
HOW YOU MAKE AN IMPACT The Sales Associate - Strategic Account supports the growth, retention, and development of key strategic customer by serving as a critical liaison between customers and ...
HOW YOU MAKE AN IMPACT The Sales Associate - Strategic Account supports the growth, retention, and development of key strategic customer by serving as a critical liaison between customers and ...
Sales Associate - Strategic Account
Livermore, CA · On-site +1
$81K - $155K/yr
HOW YOU MAKE AN IMPACT The Sales Associate - Strategic Account supports the growth, retention, and development of key strategic customer by serving as a critical liaison between customers and ...
Sales Associate - Strategic Account
Livermore, CA · On-site +1
$81K - $155K/yr
HOW YOU MAKE AN IMPACT The Sales Associate - Strategic Account supports the growth, retention, and development of key strategic customer by serving as a critical liaison between customers and ...
Support Sales Managers in developing and executing account growth strategies. * Assist in preparing proposals, quotations, forecasts, and solution presentations. * Maintain strong customer ...
Support Sales Managers in developing and executing account growth strategies. * Assist in preparing proposals, quotations, forecasts, and solution presentations. * Maintain strong customer ...
Support Sales Managers in developing and executing account growth strategies. * Assist in preparing proposals, quotations, forecasts,and solution presentations. * Maintain strong customer ...
Support Sales Managers in developing and executing account growth strategies. * Assist in preparing proposals, quotations, forecasts,and solution presentations. * Maintain strong customer ...
Account Manager
Stockton, CA · On-site
$60K - $70K/yr
Projects changes in account activity and plans labor requirements accordingly. * Submits written ... Train new office associates. * Process shipments via customer portals. * Update and manage proof of ...
Account Manager
Stockton, CA · On-site
$60K - $70K/yr
Projects changes in account activity and plans labor requirements accordingly. * Submits written ... Train new office associates. * Process shipments via customer portals. * Update and manage proof of ...
Account Manager
$60K - $70K/yr
Projects changes in account activity and plans labor requirements accordingly. * Submits written ... Train new office associates. * Process shipments via customer portals. * Update and manage proof of ...
Account Manager
$60K - $70K/yr
Projects changes in account activity and plans labor requirements accordingly. * Submits written ... Train new office associates. * Process shipments via customer portals. * Update and manage proof of ...
Account Coordinator - Commercial Lines
$21 - $27.50/hr
The Account Coordinator must remain knowledgeable of advances in the insurance business as well as ... Associate in insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation ...
Account Coordinator - Commercial Lines
$21 - $27.50/hr
The Account Coordinator must remain knowledgeable of advances in the insurance business as well as ... Associate in insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation ...
Account Manager, Emerald
Livermore, CA · On-site +1
$68K - $80K/yr
The Account Manager is the primary contact for clients. This role builds long-term relationships ... Associate degree in a business-related field or equivalent experience. * Minimum of 3 years of ...
Account Manager, Emerald
Livermore, CA · On-site +1
$68K - $80K/yr
The Account Manager is the primary contact for clients. This role builds long-term relationships ... Associate degree in a business-related field or equivalent experience. * Minimum of 3 years of ...
National Account Director - Health System National Account Director Health System - CVR PURPOSE ... The role will collaborate with the Regional Associate Directors(RAD), Area General Managers(AGM ...
National Account Director - Health System National Account Director Health System - CVR PURPOSE ... The role will collaborate with the Regional Associate Directors(RAD), Area General Managers(AGM ...
National Account Director - Health System National Account Director Health System - CVR PURPOSE ... The role will collaborate with the Regional Associate Directors(RAD), Area General Managers(AGM ...
National Account Director - Health System National Account Director Health System - CVR PURPOSE ... The role will collaborate with the Regional Associate Directors(RAD), Area General Managers(AGM ...
Salida Sales Associate
Salida, CA · On-site
$18 - $20/hr
Storelocal Salida Self Storage - Sales Associate At Storelocal Salida, we understand that our ... Handle accounts receivable, including calling on delinquent accounts. * Some physical activity ...
Salida Sales Associate
Salida, CA · On-site
$18 - $20/hr
Storelocal Salida Self Storage - Sales Associate At Storelocal Salida, we understand that our ... Handle accounts receivable, including calling on delinquent accounts. * Some physical activity ...
Salida Sales Associate
$18 - $20/hr
Storelocal Salida Self Storage - Sales Associate At Storelocal Salida, we understand that our ... Handle accounts receivable, including calling on delinquent accounts. * Some physical activity ...
Salida Sales Associate
$18 - $20/hr
Storelocal Salida Self Storage - Sales Associate At Storelocal Salida, we understand that our ... Handle accounts receivable, including calling on delinquent accounts. * Some physical activity ...
Account Coordinator - Employee Benefits
$21 - $27.50/hr
The Account Coordinator works to ensure client retention goals are met by responding promptly to requests from clients, prospects and members of the production and account management staff. The ...
Account Coordinator - Employee Benefits
$21 - $27.50/hr
The Account Coordinator works to ensure client retention goals are met by responding promptly to requests from clients, prospects and members of the production and account management staff. The ...
Account Coordinator - Employee Benefits
$21 - $27.50/hr
The Account Coordinator works to ensure client retention goals are met by responding promptly to requests from clients, prospects and members of the production and account management staff. The ...
Account Coordinator - Employee Benefits
$21 - $27.50/hr
The Account Coordinator works to ensure client retention goals are met by responding promptly to requests from clients, prospects and members of the production and account management staff. The ...
Accounts Receivable (AR) Support Specialist
Stockton, CA · On-site
$21.25 - $28.25/hr
Accounts Receivable (AR) Support Specialist Job Duties: The Accounts Receivable (AR) Support ... Associate degree preferred. Crestwood Offers Comprehensive Benefits Packages to Full-Time Employees ...
Accounts Receivable (AR) Support Specialist
Stockton, CA · On-site
$21.25 - $28.25/hr
Accounts Receivable (AR) Support Specialist Job Duties: The Accounts Receivable (AR) Support ... Associate degree preferred. Crestwood Offers Comprehensive Benefits Packages to Full-Time Employees ...
Account Associate information
See Modesto, CA salary details
$31.1K - $35.8K
1% of jobs
$35.8K - $40.4K
2% of jobs
$40.4K - $45.1K
7% of jobs
$45.1K - $49.7K
13% of jobs
$50.3K is the 25th percentile. Wages below this are outliers.
$49.7K - $54.4K
15% of jobs
The median wage is $57.9K / yr.
$54.4K - $59K
16% of jobs
$59K - $63.7K
15% of jobs
$66.3K is the 75th percentile. Wages above this are outliers.
$63.7K - $68.3K
12% of jobs
$68.3K - $73K
8% of jobs
$73K - $77.6K
7% of jobs
$77.6K - $82.3K
4% of jobs
$31.1K
$59.9K
$82.3K
How much do account associate jobs pay per year?
How does an Account Associate typically collaborate with sales and client service teams?
Can you make $500,000 a year as an accountant?
What is the work of account associate?
What Is an Account Associate?
As an account associate, you provide sales, marketing, logistical, or financial support to individuals or teams within your company. Your job duties may include maintaining documentation and schedules for ad campaigns or payments and invoices, coordinating with clerks and other colleagues in the office, processing records, and providing clerical support. The career qualifications for an account associate vary depending on the exact nature of your work. However, you typically need at least a bachelor’s degree in business administration, accounting, marketing, or another relevant field and prior experience in a similar role. You also need excellent communication, computer, and organizational skills, as well as the ability to work in a team-oriented environment.
What do account associates do?
What are the key skills and qualifications needed to thrive as an Account Associate, and why are they important?
What job makes $10,000 a month without a degree?
What does an Account Associate do?
$45K - $60K/yr
Full-time
Medical, Retirement
Posted 24 days ago
Insurance Office Of America rating
8.8
Based on 16 frontline employees who took The Breakroom Quiz
48th of 277 rated insurance
Job description
Description
Job Description:
Title: Senior Account Associate - Commercial Lines
Hybrid: 1-2 days in office | Location: Pleasanton, California
Book Focus: General, Professional Liability | Requirement: active property & casualty (P&C) license
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: Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage small-sized accounts or those with the least complex needs.
Key Responsibilities:
Team Leadership: Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
Policy Management: Track policy expirations for existing clients, ensuring renewals are processed accurately and on time.
Task Processing: Handle policy endorsements, audits, cancellations, reinstatements, lost policy releases, check requests, invoices, finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of Record letters.
New and Renewal Business Support: Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.
Contract Review: Assist in reviewing contracts to ensure proper coverages are included.
Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances.
System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.
Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.
Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
Policy Compliance: Stay updated on company policies and procedures.
Continuous Improvement: Seek and adopt best practices to improve individual and team performance.
Champion IOA Values: Demonstrate integrity and leadership.
Ideal Candidate Qualifications:
3+ years of customer service experience in the insurance industry
Thorough knowledge of insurance brokerage and client needs
Required active property & casualty (P&C) licensing, professional designation (CISR) preferred
Strong analytical, problem-solving, and decision-making skills
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
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 $45,000.00 - $60,000.00 annually depending on 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.
What Insurance Office Of America employees say
Pay
Benefits
Hours and flexibility
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About Insurance Office of America
Sourced by ZipRecruiter
Industry
Insurance services
Company size
1,001 - 5,000 Employees
Headquarters location
Longwood, FL, US
Year founded
1988