Insurance Office of America
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Job Description:
Work Mode: Remote with Occasional Travel/ Southeastern US only | Location/Supporting: Longwood, FL | Book Focus: Construction, Hospitality
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations
About the Role: Responsible for the strategic coordination and execution of client marketing, servicing, risk management, and/or sales activities. Manage a book of business, increase account retention, and resolve complex customer service problems. Actively seek to grow IOA business by identifying and acting on sales opportunities, and serve as a resource to the account team and Producers.
Team Leadership: Direct daily activities and workflow of the account team.
Technical Competence: Maintain high technical competence and industry expertise.
Discretion and Judgment: Ensure beneficial outcomes using discretion and judgment.
Client Relationship Management: Manage client relationships, conduct meetings, and close business.
Communication: Act as a communication conduit between Producers and the account team.
Customer Service and Account Management: Manage account activities, policy administration, billing, claims, and more.
Policy Management: Manage policy expirations and renewals.
New Business and Renewal Process: Conduct research, gather information, prepare submissions, and bind coverage.
Accounts Receivable: Monitor reports and collect outstanding balances.
System Maintenance: Maintain data accuracy in agency management systems.
Activity Monitoring: Ensure timely completion of activities.
Service Excellence: Deliver excellent service, anticipate needs, and respond quickly to requests.
Policy Compliance: Stay updated on company policies and procedures.
Continuous Improvement: Seek and adopt best practices to improve individual and team performance.
Champion IOA Values: Demonstrate integrity and leadership.
5+ years of industry experience, or 7 years of sales, marketing, or relationship management experience
Thorough knowledge of insurance brokerage and client needs
Experience to service and support large, complex accounts
Required active licensing; professional designation (CIC or equivalent) preferred
Strong analytical, problem-solving, and decision-making skills
Exceptional customer service, communication, multitasking, and organizational skills
Proficiency in MS Office (Outlook, Word, Excel)
Competitive salaries and bonus potential
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Supportive teammates and a rewarding work environment
30-Minute Phone Screen, Online Assessments, and Interview(s)
Salary Range
The expected pay range for this position is 95-115K annually, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Originally posted on Himalayas