Job Overview
Employment Type
Full-time
Compensation
Type:
Salary
Rate:
Range $35,000.00 - $60,000.00
Benefits
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
Job Description
Insurance Office of America (IOA) is a leading insurance brokerage firm specializing in providing comprehensive commercial lines coverage to diverse industries and clients. Established with a commitment to excellence and customer-centric service, IOA has grown to become a trusted name in insurance across the United States. The company prides itself on fostering a positive work environment, promoting professional growth, and upholding strong values of integrity and leadership. Operating fully remote for specific roles within Eastern and Central Time Zones, IOA supports flexibility while maintaining productivity standards to serve its clients better. IOA's extensive experience includes servicing industries such as general... Show More
Job Requirements
- 2+ years of industry experience or 5+ years of related experience in customer service
- active property and casualty (P&C) license is required
- strong analytical and problem-solving abilities
- exceptional customer service and communication skills
- proficiency in MS Office applications
- high school diploma or equivalent
- ability to multitask and organize effectively
Job Qualifications
- 2+ years of industry experience or 5+ years of related experience in customer service
- thorough knowledge of insurance brokerage and client needs
- required active property and casualty (P&C) license
- strong analytical, problem-solving, and decision-making skills
- exceptional customer service, communications, multitasking, and organizational skills
- proficiency in MS Office (Outlook, Word, Excel)
- high school diploma or equivalent
Job Duties
- assist in directing day-to-day activities of Team Support and account assistant
- assist with general office tasks and administration
- handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders
- identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows
- maintain accurate and up-to-date data in agency systems
- ensure timely completion of tasks and activities
- keep the account team informed of workload status and any 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
- stay updated on company policies and procedures
- enhance technical skills and industry knowledge
- foster positive relationships with colleagues and leadership
- demonstrate integrity and leadership
Job Location
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