FULL_TIME

FEED

UNKNOWN

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. This role is responsible for providing high-quality rating and marketing support to agents and account teams across IOA locations.

YEAR

<p><b>Description</b></p><p style="text-align:left"><u><b>Job Description:</b></u></p><p style="text-align:inherit"/><div><div><p><b>Title: Rating Marketing Support – Shared Services</b> </p><p/></div><div><p><b>Work Mode: </b>Fully Remote<b>| Location/Supporting: </b>Longwood, FL office<b> | Experience:</b> Previous commercial lines experience. Previous commercial rating experience. License highly preferred. <br/> <br/><i>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</i> <br/> <br/><b>About the Role:</b> The Rating & Marketing Support role is a mid-level position within IOA’s Shared Services team. This role is responsible for providing high-quality rating and marketing support to agents and account teams across IOA locations. The ideal candidate is service-oriented, technically proficient, and thrives in a collaborative, fast-paced environment. The ideal candidate will have a commercial lines background. This position offers opportunities for professional development and career growth while contributing to IOA’s mission and values. <br/> <br/><b>Key Responsibilities:</b> </p></div><div><ul><li><p><b>Support Agents and Teams: </b>Deliver rating and marketing support to agents and account teams across IOA locations. </p></li></ul></div><div><ul><li><p><b>Quote and Bind Coverage: </b>Provide quotes and bind new business and endorsements through multiple carriers. </p></li></ul></div><div><ul><li><p><b>Carrier Communication: </b>Build and maintain strong relationships with carrier underwriters through frequent and professional communication. </p></li></ul></div><div><ul><li><p><b>Carrier Updates: </b>Stay informed on changes in carrier appetite, coverage options, billing procedures, and system enhancements. </p></li></ul></div><div><ul><li><p><b>Marketing Strategy: </b>Research and apply marketing solutions tailored to client and carrier needs. </p></li></ul></div><div><ul><li><p><b>Internal Guidance: </b>Assist internal teams with coverage, documentation, and procedures to ensure accurate business placement. </p></li></ul></div><div><ul><li><p><b>Rate and Remarket: </b>Accurately rate new business, remarket renewal accounts, and process endorsements. </p></li></ul></div><div><ul><li><p><b>Proposal Knowledge: </b>Maintain working knowledge of proposal formats and expectations. </p></li></ul></div><div><ul><li><p><b>Process Improvement: </b>Create and implement procedures to enhance rating and marketing efficiency. </p></li></ul></div><div><ul><li><p><b>Sales Support: </b>Identify and act on opportunities to support business growth. </p></li></ul></div><div><ul><li><p><b>Performance Monitoring: </b>Track individual productivity, quality, and service standards, and take corrective action when needed. </p></li></ul></div><div><ul><li><p><b>Team Collaboration: </b>Provide back-up support to teammates to ensure consistent service excellence. </p></li></ul></div><div><ul><li><p><b>Professional Development: </b>Participate in training, mentoring, and ongoing development opportunities. </p></li></ul></div><div><ul><li><p><b>Skill Enhancement: </b>Continuously improve professional skills through internal and external learning. </p></li></ul></div><div><ul><li><p><b>Champion IOA Values:</b> Demonstrate integrity and leadership. </p></li></ul></div><div><p> <br/><b>Ideal Candidate Qualifications:</b> </p></div><div><ul><li><p>Excellent organization, multi-tasking, delegation, and decision-making skills </p></li><li><p>Previous commercial lines experience</p></li></ul></div><div><ul><li><p>Outstanding customer service and communication abilities </p></li></ul></div></div><div><div><ul><li><p>Ability to manage high volumes of work with accuracy </p></li></ul></div><div><ul><li><p>Proficiency with PC and Microsoft suite of applications </p></li></ul></div><div><ul><li><p>High School diploma </p></li></ul></div><div><p> <br/><b>What We Offer:</b> </p></div><div><ul><li><p>Competitive salaries and bonus potential </p></li></ul></div><div><ul><li><p>Company-paid health insurance </p></li></ul></div><div><ul><li><p>Paid holidays, vacations, and sick time </p></li></ul></div><div><ul><li><p>401K with employer match </p></li></ul></div><div><ul><li><p>Professional growth and career progression opportunities </p></li></ul></div><div><ul><li><p>Respectful culture and work/family life balance </p></li></ul></div><div><ul><li><p>Community service commitment </p></li></ul></div><div><ul><li><p>Supportive teammates and a rewarding work environment </p></li></ul></div><div><p> <br/><b>What to Expect (Application Process):</b> </p></div><div><ul><li><p>30-Minute Phone Screen, Online Assessments, and Interview(s) </p></li></ul></div></div><p style="text-align:inherit"/><p style="text-align:left"><u><b>Salary Range</b></u></p><p>The expected pay range for this position is $60,000 to $75,000 per year, depending on experience, relevant skills, and geographic location.</p><p style="text-align:inherit"/><p style="text-align:left">Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</p>

Insurance Office of America

Rating & Marketing Support - Commercial Lines

Aged Care

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Business Growth

Business Support

Childcare

Communication Skills

Corporate Policies

Corrective Action

Customer Retention/Renewal

Customer Support/Service

Diversity

Health Insurance

High School Diploma

Leadership

Marketing

Marketing Software

Marketing Strategy

Mentoring

Multitasking

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Procedure Implementation

Process Improvement

Sales Support

Team Player

Underwriting

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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. Actively seek to grow IOA business by identifying and acting on sales opportunities, and serve as a resource to the account team and Producers.

<p><b>Description</b></p><p style="text-align:left"><u><b>Job Description:</b></u></p><p style="text-align:inherit"/><p><b>Title: Account Executive - Commercial Lines</b> </p><p><b>Work Mode: </b>Remote with Occasional Travel/ Southeastern US only <b>| Location/Supporting: </b>Longwood, FL<b> | Book Focus: </b>Construction, Hospitality<br/> <br/><i>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</i> </p><p> <br/><b>About the Role:</b> 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. </p><p> <br/><b>Key Responsibilities:</b> </p><ul><li><p><b>Team Leadership</b>: Direct daily activities and workflow of the account team. </p></li></ul><ul><li><p><b>Technical Competence</b>: Maintain high technical competence and industry expertise. </p></li></ul><ul><li><p><b>Discretion and Judgment</b>: Ensure beneficial outcomes using discretion and judgment. </p></li></ul><ul><li><p><b>Client Relationship Management</b>: Manage client relationships, conduct meetings, and close business. </p></li></ul><ul><li><p><b>Communication</b>: Act as a communication conduit between Producers and the account team. </p></li></ul><ul><li><p><b>Customer Service and Account Management</b>: Manage account activities, policy administration, billing, claims, and more. </p></li></ul><ul><li><p><b>Policy Management</b>: Manage policy expirations and renewals. </p></li></ul><ul><li><p><b>New Business and Renewal Process</b>: Conduct research, gather information, prepare submissions, and bind coverage. </p></li></ul><ul><li><p><b>Accounts Receivable</b>: Monitor reports and collect outstanding balances. </p></li></ul><ul><li><p><b>System Maintenance</b>: Maintain data accuracy in agency management systems. </p></li></ul><ul><li><p><b>Activity Monitoring</b>: Ensure timely completion of activities. </p></li></ul><ul><li><p><b>Service Excellence</b>: Deliver excellent service, anticipate needs, and respond quickly to requests. </p></li></ul><ul><li><p><b>Policy Compliance:</b> Stay updated on company policies and procedures. </p></li></ul><ul><li><p><b>Continuous Improvement:</b> Seek and adopt best practices to improve individual and team performance. </p></li></ul><ul><li><p><b>Champion IOA Values:</b> Demonstrate integrity and leadership. </p></li></ul><p> <br/><b>Ideal Candidate Qualifications:</b> </p><ul><li><p>5+ years of industry experience, or 7 years of sales, marketing, or relationship management experience </p></li></ul><ul><li><p>Thorough knowledge of insurance brokerage and client needs </p></li></ul><ul><li><p>Experience to service and support large, complex accounts </p></li></ul><ul><li><p>Required active licensing; professional designation (CIC or equivalent) preferred </p></li></ul><ul><li><p>Strong analytical, problem-solving, and decision-making skills </p></li></ul><ul><li><p>Exceptional customer service, communication, multitasking, and organizational skills </p></li></ul><ul><li><p>Proficiency in MS Office (Outlook, Word, Excel) </p></li></ul><ul><li><p>High School Diploma (or equivalent) </p></li></ul><p> <br/><b>What We Offer:</b> </p><ul><li><p>Competitive salaries and bonus potential </p></li></ul><ul><li><p>Company-paid health insurance </p></li></ul><ul><li><p>Paid holidays, vacations, and sick time </p></li></ul><ul><li><p>401K with employer match </p></li></ul><ul><li><p>Professional growth and career progression opportunities </p></li></ul><ul><li><p>Respectful culture and work/family life balance </p></li></ul><ul><li><p>Community service commitment </p></li></ul><ul><li><p>Supportive teammates and a rewarding work environment </p></li></ul><p> <br/><b>What to Expect (Application Process):</b> </p><ul><li><p>30-Minute Phone Screen, Online Assessments, and Interview(s) </p></li></ul><p style="text-align:inherit"/><p style="text-align:left"><u><b>Salary Range</b></u></p><p><i>The expected pay range for this position is 110-130K annually, depending on experience, relevant skills, and geographic location.</i></p><p style="text-align:inherit"/><p style="text-align:left">Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</p>

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Rating & Marketing Support - Commercial Lines Insurance Office of America

Account Executive- Commercial Insurance (Remote) Insurance Office of America

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