Account Assistant - Personal Lines
Posted 2025-08-23
Remote, USA
Full Time
Immediate Start
<p style="text-align:left"><u><b>Job Description:</b></u></p><p style="text-align:inherit"></p><p><b><span>Title: </span><span>Personal Lines</span><span> Account </span><span>Assistant</span></b><span> </span></p><p></p><p><b><span>Fully remote</span></b><b><span> </span></b><br><span><span> </span></span></p><div><div><p><i><span>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. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: </span></i><a href="https://ioausa.com/locations/" target="_blank" rel="noopener noreferrer"><u><span>ioausa.com/locations</span></u></a><span><span> </span></span><br><span><span> </span></span><br><b><span>About the Role</span><span>:</span></b><span><span> </span><span>Works</span><span> under the direct supervision of branch/team leadership, adhering to </span><span>established</span><span> industry and company guidelines. This role supports the </span><span>account</span><span> team by completing day-to-day administrative tasks and providing exceptional customer service. Responsibilities include data entry for clients and policies, reviewing policy forms, managing client communications and payments, issuing </span><span>proofs</span><span> of insurance, and other office support duties. The role requires strict adherence to performance </span><span>standards to ensure accuracy and prevent errors or omissions.</span></span><span><span> </span></span><br><span><span> </span></span><br><b><span>Key Responsibilities:</span></b><span> </span></p></div><div><ul><li><p><b><span>Process Endorsements:</span></b><span><span> Accurately update management systems as </span><span>required</span><span>.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Correspondence Management:</span></b><span><span> Manage email and fax correspondence efficiently.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Policy Changes:</span></b><span><span> Manage cancellations and reinstatements effectively.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Proofs of Insurance:</span></b><span><span> Prepare proof of insurance promptly and accurately.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Report Monitoring:</span></b><span><span> </span><span>Monitor</span><span> Suspense Reports diligently.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Payment Processing:</span></b><span><span> Process client payments via various carrier portals.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Notification Distribution:</span></b><span><span> Download and distribute carrier notifications to </span><span>appropriate team</span><span> members.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Team Assistance:</span></b><span><span> </span><span>Provide assistance to</span><span> team members and </span><span>department</span><span> as </span><span>required</span><span>.</span></span><span> </span></p></li></ul></div><div><ul><li><p><b><span>Communication:</span></b><span><span> </span><span>Maintain</span><span> frequent and transparent communication with </span><span>supervisor</span><span> </span><span>regarding</span><span> any obstacles and issues affecting ability to meet performance expectations; </span><span>seek</span><span>, accept, and implement performance coaching.</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Champion IOA core values and </span><span>demonstrate</span><span> integrity and leadership.</span></span><span> </span></p></li></ul></div><div><p><span><span> </span></span><br><b><span>Ideal Candidate </span><span>Qualifications:</span></b><span> </span></p></div><div><ul><li><p><span><span>Exceptional customer service and communication skills</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Strong </span><span>multi-tasking</span><span> and</span><span> </span><span>organizational</span><span> </span><span>skills</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>High accuracy in handling large work volumes</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Proficiency</span><span> in MS Office (Outlook, Word, Excel)</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>High School diploma (or equivalent)</span></span><span> </span></p></li></ul></div></div><div><div><p><span><span> </span></span><br><b><span>What We Offer:</span></b><span> </span></p></div><div><ul><li><p><span><span>Competitive salaries and bonus potential</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Company-paid health insurance</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Paid holidays, vacations, and sick time</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>401K with employer match</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Employee stock plan participation</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Professional growth and career progression opportunities</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Respectful culture and work/family life balance</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Community service commitment</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Supportive teammates and a rewarding work environment</span></span><span> </span></p></li></ul></div><div><p><span><span> </span></span><br><b><span>What to Expect</span><span> (Application Process)</span><span>:</span></b><span> </span></p></div><div><ul><li><p><span><span>30-Minute Phone Screen, Online Assessments, and Interview(s)</span></span><span> </span></p></li></ul></div></div><p style="text-align:inherit"></p><p style="text-align:left"><u><b>Salary Range</b></u></p><p><span><span><span>The expected pay range for this position is $15 - 16.50 per hour, depending on experience, relevant skills, and geographic location.</span></span></span></p><p style="text-align:inherit"></p><p style="text-align:left"><span>Simply IO is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</span></p>