Account Associate- Hybrid Work Model Pleasanton, CA

 *** This is a Hybrid Work Model opportunity based out of our Pleasanton, CA location***

Title: Account Associate- Commercial Lines

Welcome to Insurance Office of America – one of the nation’s largest and premier privately held insurance agencies! Recognized as a Top Workplaces USA Award winner, IOA’s commitment to both a rewarding culture and employee satisfaction is unwavering. Prioritizing a strong work/life balance, personal and professional growth, competitive benefits, and giving back to our community aren’t just clichés here – they’re a part of who we are. With a growing workforce and over 60 office locations across the US and Northern Ireland, we can confidently serve our clients with an unmatched standard of excellence.

Want to learn more? Complete the application below and one of our talented recruiters will be ready to answer any other questions you may have.

Job Summary

Working under the direction of an Account Manager (AM) and/or Account Executive (AE) and following established industry and company guidelines; provides administrative and customer service support to account team and Producer; and meeting all performance requirements regarding production, quality and ensuring that no liability associated with errors or omissions occur. Resolves basic and routine administrative and customer service problems directly, and refers complex requests or inquiries to more senior staff.

What You’ll Do:

• Assist in directing day-to-day activities and work flow assigned to Team Support/Receptionist and Account Assistant
• Process the following tasks accurately and within required timeframes:
  • Process Policy Endorsements and carrier Audits; identify errors and facilitate corrective actions
  • Process Policy Cancellations, Reinstatements and Lost Policy Releases (LPR)
  • Prepare Check requests, Invoices and Premium Finance Agreements
  • Prepare Summaries of Insurance
  • Order Loss Runs and MVR’s
  • Issue Auto ID Cards
  • Issue Certificates of Insurance and Evidences of Property
  • Issue Binders of Insurance
  • Prepare Check Requests, Invoicing and Premium Finance Agreements
• Assist with the following tasks accurately and within required timeframes:
  • Identify and reconcile any inaccuracies in Account billings
  • Preliminary review of policy forms, identifying discrepancies and making any necessary changes as directed by AM, AE or Producer
  • Prepare complete and accurate submissions including Acord applications and/or supplemental forms
  • Online Rating
  • Prepare Proposals
  • Prepare Agent of Record letters (AOR)
  • Provide support in the New Business or Renewal Business Workflow
• Data entry and maintain agency management system, other agency supported systems and carrier/vendor online platforms, ensuring all data entered is complete, clearly presented and well-documented, accurate, and up to date.
• Monitor and maintain activity/suspense, taking required action to ensure completion within required time frame.
• Maintain frequent, transparent communication with account team regarding individual and team client service and policy administration activities, ensuring that the account team is fully informed of workload status, questions and/or any errors, discrepancies or changes related to assigned duties and tasks.
• Always deliver excellent service, including proactively anticipating needs, maintaining frequent and professional communication, and responding quickly to service requests.
• Continually stay abreast of all company policies and procedures to ensure good knowledge, execution and compliance of standard operating procedures.
• Continually seek to improve individual and team performance, including identifying, communicating and adopting best practices.
• Live and champion IOA core values at all times, demonstrating the highest level of personal character, integrity, and servant leadership
• Regular and consistent attendance is expected and a necessary component to the job
• Perform other duties as assigned

What We’re Looking For:

      2+ years of industry experience; or 5+ of related experience in customer service

      Has good understanding of what an insurance brokerage is and does

      All required active licensing

      Excellent administrative, multi-tasking, and organizational skills

      Excellent customer service skills

      Outstanding verbal/written communication skills

      PC proficiency, including basic knowledge of MS Office products, including Outlook, Word and Excel

      Exceptional personal character

      High School Diploma (or equivalent)

What We Offer:

• Competitive salaries and bonus earning potential
• Great benefits, including company paid health insurance
• Paid time off for holidays, vacations, and sick time
• 401K with an employer match
• Participation in our employee stock plan
• Opportunities for professional growth and career progression
• A culture that emphasizes respect for every individual
• Company commitment to work/family life balance and community service
• Teammates who share your drive for excellence
• Knowing every day you are helping our clients protect their families and businesses

Still wondering if IOA is the right fit for you?

• If you want to feel the significance of knowing your efforts have been both recognized, appreciated and rewarded, then IOA is right for you.
• If you want to feel valued and have a real influence towards the continued success of your organization, then IOA is right for you.
• If you want to feel the peace of knowing that you’ve made the best decision of your professional life, then IOA is right for you.

Salary Range $24.05 and hr. - $26.45 an hr.