Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer ... insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of ...
Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer ... insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of ...
Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer ... insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of ...
Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer ... insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of ...
Senior Account Associate - Commercial Lines/Select Business Unit (SBU)
Louisville, KY · On-site
$23 - $27/hr
Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer ... insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of ...
Senior Account Associate - Commercial Lines/Select Business Unit (SBU)
Louisville, KY · On-site
$23 - $27/hr
Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer ... insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of ...
Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer ... insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of ...
Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer ... insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of ...
Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer ... insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of ...
Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer ... insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of ...
Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer ... insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of ...
Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer ... insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of ...
Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer ... insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of ...
Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer ... insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of ...
Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer ... insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of ...
Work under the general direction of an Account Manager (AM), Account Executive (AE), or Producer ... insurance, loss runs, MVRs, ID cards, certificates, binders, billing inaccuracies, and Agent of ...
Consumer Complaint Investigator II
Frankfort, KY · On-site
$3.60K - $5.40K/mo
... Type EXECUTIVE BRANCH FULL TIME ELIGIBLE FOR OVERTIME PAY 18A 37.5 HR/WK Click here for more ... insurance. The division also takescomplaints regarding the actions of an agent or agency. We are ...
Consumer Complaint Investigator II
Frankfort, KY · On-site
$3.60K - $5.40K/mo
... Type EXECUTIVE BRANCH FULL TIME ELIGIBLE FOR OVERTIME PAY 18A 37.5 HR/WK Click here for more ... insurance. The division also takescomplaints regarding the actions of an agent or agency. We are ...
... , or CEO. The Security/Disaster Preparedness Coordinator at Frankfort Regional Medical Center ... Change agent for hospital/department initiatives. * Assist the Director to operate within approved ...
... , or CEO. The Security/Disaster Preparedness Coordinator at Frankfort Regional Medical Center ... Change agent for hospital/department initiatives. * Assist the Director to operate within approved ...
Executive Insurance Agent information
What are the key skills and qualifications needed to thrive as an Executive Insurance Agent, and why are they important?
How do Executive Insurance Agents typically collaborate with underwriters and other team members to serve high-value clients?
What are Executive Insurance Agents?
What is the difference between Executive Insurance Agent vs Insurance Agent?
| Aspect | Executive Insurance Agent | Insurance Agent |
|---|---|---|
| Credentials | Licenses, certifications, possibly advanced insurance designations | Licenses required, basic certifications |
| Work Environment | Corporate offices, client meetings, sales presentations | Independent or agency-based, community settings |
| Employer & Industry Usage | Insurance companies, large agencies, corporate roles | Independent agencies, small firms, retail settings |
| Search & Comparison Intent | Higher-level roles, management, specialized sales | Entry to mid-level sales, general insurance services |
The main difference between an Executive Insurance Agent and an Insurance Agent lies in their roles, credentials, and work environment. Executive Insurance Agents often hold advanced certifications, work in corporate settings, and focus on high-level sales or management. Insurance Agents typically have basic licenses, work in community or retail environments, and handle general insurance sales. Understanding these distinctions helps job seekers identify the right career path and employers' expectations.
Senior Account Associate - Commercial Lines/Select Business Unit (SBU)
Insurance Office of AmericaLexington, KY
$23 - $27/hr
Full-time
Medical, Retirement
Posted 14 days ago
Insurance Office Of America rating
8.6
Based on 5 frontline employees who took The Breakroom Quiz
73rd of 258 rated insurance
Job description
Job Description:
Title:Senior AccountAssociate- Commercial Lines/ Select Business Unit
Work Mode: Fully Remote for candidates located in the Northeast US| Location/Supporting:Wilmington, DE office| Book Focus:Commercial Lines Select Business Unit (SBU)
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 propercoverages areincluded.
Accounts Receivable:Monitor reports andtake actionon 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 adoptbestpractices to improve individual and team performance.
Champion IOA Values:Demonstrate integrity and leadership.
Ideal CandidateQualifications:
3+ years ofcustomer service experiencein the insurance industry
Thorough knowledge of insurance brokerage and client needs
Required active licensing,professionaldesignation(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 $23.00 to $27.00 per hour, 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.
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