Account Coordinator - Personal Lines

Title: Personal Lines Account Coordinator 

Work Mode: Remote | Location/Supporting: Longwood, FL office | Experience: Quoting & Binding Personal Lines Policies 
 
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 implementation of and/or assisting with the Account Team activities, including client service and communication; client insurance policy administrative processes, while maintaining individual productivity, quality, and service levels. Resolves basic and routine administrative and customer service problems directly and refers complex inquiries to more senior staff. 

 
Key Responsibilities: 

• Task Processing: Accurately process tasks such as issuing Auto ID cards, proofs of insurance, policy endorsements, carrier audits, cancellations/reinstatements, and check requests. 

• Billing Reconciliation: Assist in identifying and reconciling inaccuracies in account billings. 

• New/Renewal Business Support: Support Account Managers in new and renewal business workflows. 

• Sales Opportunities: Actively seek to grow IOA business by identifying and acting on sales opportunities. 

• Data Management: Maintain agency automation system to ensure data accuracy and currency. 

• Policy Schedules: Prepare and maintain accurate schedules of policies and coverages. 

• Action Items: Monitor and maintain pending action items, ensuring timely completion. 

• Administrative Tasks: Participate in processing proofs of insurance, endorsements, cancellations, and reinstatements. 

• Communication: Maintain frequent, transparent communication with Producers, Account Executives, Account Managers, or Operations Team Leaders. 

• Claims Assistance: Assist with the facilitation of client claims processes as needed. 

• Carrier Relationships: Develop and maintain positive carrier relationships. 

• Prioritization: Prioritize, analyze, evaluate, and multi-task effectively. 

• Champion IOA core values and demonstrate integrity and leadership. 

 
Ideal Candidate Qualifications: 

• Personal Lines insurance industry experience preferred, OR 2+ years of related experience in customer service 

• State required active licensing (PL 4-40 or Property & Casualty license) 

• Exceptional customer service and communication skills 

• Strong multi-tasking, organizational, and administrative skills 

• Proficiency in MS Office (Outlook, Word, Excel) 

• High School diploma (or equivalent) 

 
What We Offer: 

• Competitive salaries and bonus potential 

• Company-paid health insurance 

• Paid holidays, vacations, and sick time 

• 401K with employer match 

• Professional growth and career progression opportunities 

• Respectful culture and work/family life balance 

• Community service commitment 

• Supportive teammates and a rewarding work environment 

 
What to Expect (Application Process): 

• 30-Minute Phone Screen, Online Assessments, and Interview(s)