Job Description
Description Job Description: Title: Account Associate - Commercial Lines Hybrid: 1-2 days in office out of either the Aliso Viejo, Ontario, Pasadena, San Diego, or Santa Barbara, CA office locations OR Fully Remote: only for candidates in the Los Angeles County area, as this position will transition to hybrid (1-2 days in office) out of a future office in the Los Angeles County area at a later date Supporting: Glendale, CA | Book Focus: General, Entertainment Requirement: active P&C license, 2 years of commercial lines experience 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: Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues. Key Responsibilities: Team Support: Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant. Office Support: Assist with general office tasks and administration. Policy Processing: Handle endorsements, audits, cancellations,