Account Associate – New Business (Remote)

About the role

The Account Associate will support the New Business team by handling day‑to‑day administrative and customer‑service tasks. This fully remote position serves the Longwood, FL office and helps ensure smooth policy processing and client satisfaction.

Key responsibilities

• Assist the account team with routine administrative duties, including reception and office support.
• Process policy endorsements, audits, cancellations, reinstatements, releases, invoices, and related documentation.
• Identify and reconcile billing inaccuracies, prepare submissions, online ratings, proposals, and AOR letters.
• Maintain accurate data in agency systems and monitor task completion timelines.
• Communicate workload status and issues to the account team promptly.
• Provide proactive, responsive service while meeting productivity and quality standards.
• Participate in team‑building activities and promote a positive work environment.

Required profile

• 2+ years of experience in the insurance brokerage industry or 5+ years in a related customer‑service role.
• Active insurance licensing.
• Strong analytical, problem‑solving, and decision‑making abilities.
• Exceptional communication, multitasking, and organizational skills.
• High School Diploma or equivalent.

Required skills

• Microsoft Outlook
• Microsoft Word
• Microsoft Excel

What we offer

• Competitive salary