- 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
- 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
- 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.
-
CRC Insurance Services, Inc. Woodland Hills, United StatesThe position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. · Need Help? · If you have a disability and need assistance with the application, you can reques ...
-
REMOTE/HYBRID Senior Associate Attorney
5 days ago
Clarkson Law Firm Malibu, United StatesJob Description · Job Description Clarkson has been certified as a Best Places to Work for 2024 to 2025 · Excellent Benefits and great firm atmosphere · Job Summary · We are seeking a highly skilled, motivated, and ambitious Senoir Associate with a passion for mission-driven work ...
-
Dentist - Associate, Hybrid
6 days ago
Dr. Zak Dental Care Downey, United States**About us**: · We are family owned dental practices serving our communities for over 30 years. Our practices are multi-specialty groups performing general dentistry and have several in house specialties. We believe patients should have the access to services such as oral surgery ...
-
Associate Financial Analyst HYBRID
2 weeks ago
Southern California Edison Rosemead, United States FreelanceJob DescriptionJoin the Clean Energy RevolutionBecome an Associate Financial Analyst [HYBRID] at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll be responsible for performing research and analyses to support the effective utilization and treatmen ...
-
Lexitas Legal Talent Outsourcing Los Angeles, United StatesOur client, a prominent regional law firm, is seeking a Medical Malpractice Associate for their Manhattan, New York office. · Candidates should be admitted to practice in New York. · This position is hybrid remote, with 2 remote days per week. · Candidate's should have 1+ years m ...
-
Tax Manager
1 week ago
Gursey | Schneider Encino, United StatesAbout us: Gursey | Schneider LLP is a Top 100 Firm and a 10-time recipient of Inside Public Accounting's Best of the Best Firms, with over 40 years of success in the market. Our firm consists of over 200 accounting professionals and our talented people consistently drive the succ ...
-
Tax Senior
1 week ago
Gursey Encino, United StatesJob Title: · Tax Senior · Department: · Tax · Location: · Remote/Hybrid · Successful candidates should have the following: · 2-3+ years of public accounting experience · Experience with high-net-worth individuals, partnerships, corporations, gift and estate tax, LLCs, and t ...
-
Human Resources Advisor
5 days ago
Symmetry HR Outsourcing Los Angeles, United StatesJob Description · Job DescriptionNOTE: This is a hybrid position but the candidate MUST reside in Southern California. · Here's an opportunity to continue working in human resources, with hours you choose, in a mostly work-from-home position · The HR Advisor serves as a human res ...
-
Data Engineer
1 week ago
AssetMark Encino, United StatesJob Description: · The Job/What You'll Do: · Design, develop, and maintain the corporate data, enterprise data warehouse and business intelligence solutions within AssetMark. Deliver timely, accurate and actionable data critical to the business decision-making process. Facilita ...
-
Payroll Specialist
1 week ago
Healthcare Staffing Professionals, Inc Los Angeles, United StatesJob Description · Job DescriptionWe are seeking a detail-oriented and motivated Payroll Specialist to join our payroll team. The Payroll Specialist will be responsible for processing payroll accurately and efficiently, ensuring compliance with all relevant regulations and company ...
-
BCBA Clinical Director
2 weeks ago
Developmental Pathways Inc. Los Angeles, United StatesJob Description · Job DescriptionThank you for considering Developmental Pathways · Developmental Pathways is seeking awesome, dedicated, Clinical Director to join our growing team. This is a full-time opportunity with flexible scheduling options. · Position ResponsibilitiesGoal ...
-
Pricing Specialist
1 week ago
Arrow Electronics Woodland Hills, United States OTHERPosition: · Pricing Specialist · Job Description: · What You'll Be Doing: · Responsible for the analysis of market trends, supplier performance, internal developments, and objectives to facilitate ongoing development of Arrow's adder and quoting strategy. · Facilitate interactio ...
-
WILSHIRE COUNSELING CENTER Encino, United StatesBenefits: · 401(k) · Competitive salary · Dental insurance · Paid time off · Benefits/Perks · Opportunity to earn extra $$ at your own pace · Flexible Scheduling · Competitive Compensation · Job Summary We are seeking Licensed or Associate Mental Health Therapists to join our tea ...
-
Business Development Executive
2 weeks ago
Withum Encino, United StatesLooking to work at a firm that encourages a work life balance? · Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today's modern business landscape.Withum empowers clients with innovative tools and ...
-
Classification and Compensation Manager
1 week ago
CSU Northridge Northridge, United StatesCompany Description · At CSUN we aspire to continually grow as an inclusive, cooperative community · CSUN strives to be a destination workplace, where everyone understands that they belong to a community that is vital in advancing student success and providing exemplary service ...
-
Manager, Supply Chain
1 week ago
Harman International Industries Northridge, United StatesA Career at HARMAN · As a technology leader that is rapidly on the move, HARMAN is filled with people who are focused on making life better. Innovation, inclusivity and teamwork are a part of our DNA. When you add that to the challenges we take on and solve together, you'll disc ...
-
Developmental Pathways Inc. Los Angeles, United StatesJob Description · Job DescriptionThank you for considering Developmental Pathways · Developmental Pathways is seeking awesome, dedicated, Board Certified Behavior Analysts (BCBAs) to join our growing team. This is a full-time opportunity with flexible scheduling options. · Positi ...
-
Bookkeeper
4 weeks ago
Gelfand Rennert & Feldman Los Angeles, United StatesJob Description · Job DescriptionAbout Gelfand, Rennert & Feldman · Founded in 1967, Gelfand, Rennert & Feldman ("GRF") is a leading full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partne ...
-
Associate Property Auditor Appraiser
3 weeks ago
Board of Equalization Los Angeles County, CA, United StatesUnder the general direction of a Business Taxes Administrator (BTA) II, the Associate Property Auditor Appraiser (APAA) in the Assessment Practices Survey Division (APSD) serves as a member of a survey team that reviews the assessment practices and procedures of County Assessors' ...
-
Personal Injury Associate Attorney
3 weeks ago
Jobot Woodland Hills, CA, United States*Hybrid Role* Personal Injury Attorney Needed for Growing Plaintiff Firm with Pathway to Partnership This Jobot Job is hosted by: Bryce Koelsch · Are you a fit? Easy Apply now by clicking the "Apply" button · and sending us your resume. · Salary: $80,000 - $170,000 per year A ...
Account Associate- Hybrid Encino, CA - Insurance Office of America
Description
Position at Insurance Office of America
**This is Hybrid (1-2 days in office) opportunity in our Encino, CA office. Will consider experienced remote candidates.**
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 clichs 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:
•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:
*Salary range variable depending on experience
Any unsolicited resumes or candidate profiles submitted to e-mail accounts of employees of Insurance Office of America, hereafter referred to as IOA, or any of its subsidiaries are considered property of IOA for recruiting purposes and are not subject to payment of agency fees. In order to be an authorized vendor for IOA, any such agency must have an existing formal written agreement signed by an authorized IOA HR leader and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged by IOA on the particular search by a member of our Talent Acquisition Team. Likewise, for our authorized Vendors, if the candidate submission process is not followed, no agency fees will be paid by IOA or our subsidiaries.
