Account Assistant – Shared Services

Insurance Office of America

. Assist the account team with day-to-day administrative tasks and recurring customer service tasks .

Posted 9/17/2026full-timeLongwood • Florida • United StatesJuniorMid-Level💰 $19 - $22 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills and proficiency in MS Office, while effectively managing administrative tasks and maintaining accurate data in agency systems. Capable of fostering positive relationships and promoting a collaborative work environment.

Highest-signal resume keywords

Customer Service ExperienceMS Office ProficiencyData Entry SkillsOrganizational SkillsCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data EntryWord ProcessingPolicy ReviewInvoice PreparationCheck RequestsLoss RunsMVRsID CardsCertificatesBinders

Soft Skills

MultitaskingOrganizational SkillsProactive ServiceTeam BuildingIntegrity

Tools & Technologies

MS OfficeAgency Systems

Certifications & Qualifications

High School Diploma

Industry Keywords

Customer ServiceAdministrative SupportPolicy EndorsementsAuditsCancellationsReinstatementsProductivity StandardsBest Practices

About the role

Key responsibilities & impact

Assist the account team with day-to-day administrative tasks and recurring customer service tasks
Complete data entry and word processing
Review policy forms for accuracy
Handle transmittals to clients and insureds
Provide general office support and administration
Assist with endorsements, audits, cancellations, reinstatements, and policy releases
Prepare check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders
Maintain accurate and up-to-date data in agency systems
Monitor timely completion of tasks and activities
Keep the account team informed of workload status and issues
Provide proactive and responsive service
Ensure productivity and quality standards are met
Participate in team building and promote a positive work environment
Seek and adopt best practices
Adhere to company policies and procedures
Enhance technical skills and industry knowledge
Foster positive relationships with colleagues and leadership
Perform additional assigned tasks
Demonstrate integrity and leadership in support of IOA values

Requirements

What you’ll need

2+ years’ experience in customer service; industry experience preferred
Exceptional customer service, communication, multitasking, and organizational skills
Proficiency in MS Office (Outlook, Word, Excel)
High School Diploma (or equivalent)
Ability to work hybrid, 3–4 days in the Longwood, Florida office

Benefits

Comp & perks

Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Employee stock plan participation
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment