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

BIND (Berkeley Internet Name Domain) DNS Server software

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

Performance Analysis

Procedure Development

Procedure Implementation

Process Improvement

Sales Support

Team Player

Underwriting

Work From Home

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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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