[Remote] Account Associate (Wholesale P&C)

Note: The job is a remote job and is open to candidates in USA. Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market. The P&C Wholesale Account Associate will provide administrative and operational support to senior underwriting and broker staff, ensuring accurate and timely completion of all marketing, service, data entry, and bind/post-bind tasks.

Responsibilities

• Enter and update account, quote, and policy information in the agency management system with a high degree of accuracy
• Accurately enter data received on applications into carrier online rating portals
• Ensure data integrity by following established naming conventions, coding standards, and documentation requirements
• Prepare, review, and process bind orders in coordination with the brokers and underwriters
• Complete post-bind tasks, Including policy issuance, endorsements and cancellations
• Confirm all required forms, signatures and documentation are complete
• Manage inbound calls, connecting customers and team members to ensure a seamless and positive experience
• Process mid-term changes, cancellations, reinstatements, and renewal documentation
• Track and follow up on outstanding carrier requests to ensure timely resolution
• Manage assigned task queues to ensure brokers/underwriters receive timely support
• Assist in preparing quote proposals, summaries, and market comparison documents when needed
• Ensure compliance with carrier and regulatory documentation requirements
• Communicate with carrier and retail agent partners
• Respond to requests for missing or corrected information promptly
• Provide administrative support to the business unit as needed

Skills

• Bachelor's degree preferred
• Minimum of 1 year of underwriting or related insurance experience required
• Must have Property & Casualty Brokers License
• Strong customer service experience
• Proficiency in Microsoft Office Suite and ability to quickly learn industry-specific software
• Ability to work collaboratively with team members and other departments
• Strong desire to learn, explore new ideas, and seek out new knowledge
• Ability to be flexible, embrace change, and quickly pivot in response to shifting priorities
• CPCU, CIC, CRIS, etc. a plus

Benefits

• Comprehensive medical, dental and vision insurance
• 401(k) plan with match
• Paid time off
• Employee Ownership Program - every eligible employee shares in the financial rewards that grow when the company grows
• Professional development opportunities
• Owner Referral Program
• Work from home reimbursement for remote/hybrid roles
• Canary emergency financial assistance program
• Comprehensive medical, dental, vision
• Life/AD&D Insurance
• Confidential, Employee Assistance Program
• Health Savings Account, includes company contribution
• Short-term disability
• Voluntary benefits - supplemental accident, critical illness, hospital insurance
• Employee discounts
• Addition Wealth Financial Wellness Program
• Various Time Off Programs
• 11 company paid holidays

Company Overview