Team Support

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.

Job Description

Title: Team Support – Personal Lines

(Fully Remote): (Location/based out of Longwood, FL)

About the Role: Responsibilities for IOA Team Support in the Personal Lines department include providing administrative support to all branch/team personnel, meeting performance requirements, production, quality, and service while maintaining established industry and company guidelines. The role involves managing incoming phone calls, processing payments and cancellations, handling non-premium/coverage bearing endorsements, scheduling conference rooms, and performing clerical duties. The specialist assists the assigned team in handling recurring, narrowly defined customer service tasks.

Key Responsibilities

• Front Desk Receptionist: Serve as front desk receptionist as required, including professionally greeting and announcing visitors.
• Manage Phone Calls: Manage incoming phone calls for the organization, answering calls professionally and quickly routing them to the appropriate person or accurately recording and relaying messages.
• Administrative Duties: Perform administrative and general office duties, including processing/distributing incoming and outgoing mail.
• Monitor Email boxes: Monitor general branch e-mail boxes and forward emails to the appropriate recipient.
• Carrier Reports: Pull carrier reports for UW memos, cancellations, reinstatements, etc.
• Claims Support: Support the claims entry functions and process.
• Document Scanning: Scan account/policy documents as directed.
• File and Scan Documents: File and scan documents as needed in the office.
• Assist with Payments: Assist in walk-ins or over-the-phone payments.
• Download Policy Documents: Download policy documents from carrier websites.
• Order Office Supplies: Monitor and order office supplies.
• Mail Policy Packets: Mail out policy packets for clients.
• Review Policy Checklists: Review new policy checklists and follow through to completion.
• Send Renewal Notices: Assist with sending out renewal notices.
• Generate ID Cards: Generate client auto ID cards, evidence of insurance, or binder requests.
• Process Endorsements: Process endorsements to update effective dates, change mortgagees, update addresses, or any personal contact information.
• Handle Cancellations: Handle all cancellation requests initiated by the insured and notices of cancellations due to non-payment.
  
  

Ideal Candidate Qualifications

• High School Diploma (or equivalent)
• Exceptional administrative, multitasking, and organizational skills
• Outstanding communication and customer service skills
• PC Proficiency including basic MS Office knowledge (Outlook, Word, Excel)
  
  

What We Offer

• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and 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
  
  

What To Expect (Application Process)

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

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

https://www.ioausa.com/