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Insurance Office of America Account Representative - Select Business Unit in Oldsmar, Florida

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 clich├ęs 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 an Account Representative to join our Select Business Unit in Oldsmar, FL!

Account Representative essential functions include:

  • Manages an assigned book of business, meeting all performance requirements regarding production, quality, and service and ensuring that no liability associated with errors and omissions occur.

  • Actively seeks to grow IOA business, including identifying and actin on sales opportunities, including cross selling current book.

  • Tracks policy expirations for existing clients, and works proactively to ensure appropriate actions are taken to facilitate renewals, working with Account Coordinators and Account Manager to make sure policies are renewed in a timely manner.

  • Participates in managing Accounts Receivables reports and take action on any delinquent accounts.

  • Participates in new business and policy renewal process in conjunction with Producer, AE, AM or Ops Team Leader including:

  • Conducing client research and gather all necessary information to ensure proper coverages

  • Performing any necessary or requested online rating and send it to Rating

  • Conducting loss-run analysis

  • Preparing complete, accurate submission applications and submitting them to carriers

  • Evaluating and negotiating coverages and pricing with guidance from AM/Producer.

  • Presenting client proposals

  • Binding coverages, including securing signed mandatory forms, and applications per IOA procedures

  • Maintains agency automation system to ensure accuracy and integrity of data.

  • Prepares and maintains accurate schedules of policies and coverages.

  • Monitors and maintains pending action items (suspense), taking any necessary action to ensure completion with required time frames.

  • Participates in reviewing contracts to ensure proper coverages are included.

  • Participates in a variety of administrative tasks, including timely and accurate process of endorsements, cancellations, reinstatements and other related items. Direct Account Coordinator in these tasks.

  • Maintains frequent, transparent communication with Producer(s), AE, AM or Ops Team Leader regarding individual and team client service and policy administration activities, ensuring he/she is fully informed.

  • Assists with facilitation of client claims processes as needed.

  • Develops and maintains positive carrier relationships.

  • Quickly and responsibly alerts Operations Management to any individual or team performance/professionalism issue, collaborates as needed regarding any corrective actions to be taken and support and participates in implementation when requested.

Qualified candidates will have:

  • Previous insurance industry experience as a CSR (or equivalent)

  • All required active licensing

  • Exceptional customer service skills

  • Excellent administrative, organizational and multi-tasking skills

  • Outstanding verbal/written communication skills

  • Ability to multi-task and perform large work volumes with high degrees of accuracy and efficiency

  • PC proficient

  • Exceptional personal character

  • High school diploma or equivalent

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 Account Representative 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.