We're Insurance Office of America, one of the nation's largest privately held agencies. IOA was founded in 1988 with the idea that professional client service provided by knowledgeable, caring, and passionate people makes for a winning combination. Whether working at our home office in suburban Orlando, Florida, one of our branch offices across the US and London, or with one of our subsidiary companies, the continued growth of our nearly 1,000 employees is a testament to our belief that great things start with great people!
At IOA, we're driven by our mission and core values. We work hard, but we have fun too. Workplace ideals like leading by serving, work/family life balance, and giving back to our community aren't just clichs here - they're a part of who we are. We believe in helping people grow, develop and achieve their professional goals, so when you join the IOA team you truly become a partner in our shared success.
We're looking for a Commercial Lines Account Associate to join our Birmingham, AL Team!
This position would work to increase the overall service and support received during the initial transition of new producers and/or clients, in order to enhance the producer/client onboarding experience and secure new business for the organization. Working under the direction of an Account Manager (AM) and/or Account Executive (AE) and following established industry and company guidelines; provides administrative and customer service support to AM and/or AE; and meeting all performance requirements regarding production, quality and ensuring that no liability associated with errors or omissions occur. Resolves basic and routine administrative and customer service problems directly, and refers complex requests or inquiries to more senior staff.
Commercial Lines Account Associate essential functions include:
Performs a high volume and wide variety of insurance-related administrative tasks accurately and within required timeframes as directed/assigned by AM and/or AE including, but not limited to:
Processing Policy Endorsements and carrier Audits; identify errors and facilitate corrective actions
Issuing Auto ID Cards
Issuing Certificates of Insurance and Evidences of Property
Delivers excellent service at all times, including proactively anticipating needs, maintaining frequent and professional communication, and responding quickly to service requests
Lives and champions IOA core values at all times, demonstrating the highest level of personal character, integrity, and servant leadership
Other duties as assigned
Qualified candidates will have:
1-3 years of commercial lines insurance agency/brokerage experience
An active P&C License/4-40 or 2-20 license preferred
Exceptional customer service skills
Excellent multi-tasking, organizational, delegation and decision-making skills
Outstanding verbal/written communication skills
Ability to perform large work volumes with high degrees of accuracy
PC proficiency, including MS Office
Exceptional personal character, including a strong work ethic, positive attitude, and willingness to assist others at all times
Great Reasons to Work at IOA include:
Competitive salaries and bonus earning potential
Great benefits, including company paid health insurance
Paid time off for holidays, vacations, and sick time
401K with an employer match
Participation in our employee stock plan
Opportunities for professional growth and career progression
A culture that emphasizes respect for every individual
Company commitment to work/family life balance and community service
Teammates who share your drive for excellence
Knowing every day you are helping our clients protect their families and businesses
If you're ready to take a leap forward in your career, please click below to apply. Any candidates meeting the qualification requirements for the Commercial Lines Account Associate role will be contacted. We're looking forward to hearing from you!
IOA is an Equal Opportunity Employer, and has been recognized as a great place to work by Business Insurance magazine, Florida Trend, and the Orlando Sentinel.
Insurance Office Of America Inc.