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
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 national insurance brokerage firm specializing in a wide range of insurance products and services aimed at meeting the diverse needs of clients across the United States. As a reputable company in the insurance industry, IOA prides itself on its commitment to providing exceptional customer service, innovative solutions, and fostering strong relationships with clients, partners, and employees. With a focus on delivering personalized insurance strategies, the company supports commercial and personal insurance clients with expertise and integrity. IOA operates with a core philosophy centered on respect, professional growth, and community service, creating a... Show More
Job Requirements
- 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 & 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 Qualifications
- 2+ years of industry experience or 5+ years of related customer service experience
- thorough knowledge of insurance brokerage and client needs
- required active Property & 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 and 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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