Account Manager - Rating

Title: Rating & Marketing Specialist

Welcome to Insurance Office of America – one of the nation’s largest and premier privately held insurance agencies! Recognized as a Top Workplaces USA Award winner, IOA’s commitment to both a rewarding culture and employee satisfaction is unwavering. Prioritizing a strong work/life balance, personal and professional growth, competitive benefits, and giving back to our community aren’t just clichés here – they’re a part of who we are. With a growing workforce and over 60 office locations across the US and Northern Ireland, we can confidently serve our clients with an unmatched standard of excellence.

Want to learn more? Complete the application below and one of our talented recruiters will be ready to answer any other questions you may have.

Job Summary

Responsible for IOA National Operations rating and support activities including: Service and communication; marketing; carrier underwriter knowledge and relationships; marketing solutions research; process improvement; new business rating, renewal business remarketing, and endorsement processing; proposal knowledge; individual productivity, quality, and service levels; data management/entry; Producer/account team communication; individual professional development; identification of sales opportunities; IOA core values.

What You’ll Do:

• Live and champion IOA core values at all times, demonstrating the highest levels of personal character, integrity, and servant leadership.
• Meet all performance requirements regarding production, quality, and service.
• Deliver outstanding service at all times, including proactively anticipating needs, maintaining frequent and professional communication, and responding quickly to any service requests.
• Demonstrate a strong work ethic, positive attitude, and willingness to assist others at all times.
• Actively seek to grow IOA business, including identifying and acting on sales opportunities.
• Support to Agents and Account Teams at all IOA locations, providing quotes and binding orders and endorsements through multiple carriers.
• Develop strong working relationships and maintain extensive communication with underwriters from multiple carriers.
• Effectively market with multiple carriers based on appetite.
• Stay abreast of any changes in carrier coverage options, billing, product availability, and system enhancements.
• Assist internal business partners on coverages, procedures, and required documentation needed to place business appropriately.
• Research and apply marketing solutions.
• Create and implement procedures to improve process efficiency.
• Effectively rate new business, remarket renewal business, and process endorsements.
• Develop and maintain working knowledge of proposals.
• Act as back-up for teammates as needed, covering for others in their absence and ensuring overall team service excellence.
• Constantly look for, recommend, and implement process improvements and best practices to improve individual, team, and organizational effectiveness.
• Monitor Individual performance to ensure productivity, efficiency, quality, and service standards are met, taking corrective actions when required.
• Assist with initial/new hire and ongoing training support within team as requested.
• Actively promote IOA culture and a positive work environment at all times, including participation in team building and other activities.
• Maintain frequent and transparent communication regarding individual performance and activities with supervisor, and seeks, accepts, and implements performance coaching.
• Work effectively with Producers and account team personnel, seeking input and developing win-win solutions to any claims related process, service, quality, or productivity issues.
• Comply with all company work rules, standards, and policies and procedures at all times.
• Maintain high degree of technical competence and industry/market expertise.
• Ensure professional skills are continuously improved by actively participating in internal/external development opportunities.
• Develop and maintain positive, productive relationships with IOA leadership, peers, co-workers, teammates, and employees.
• Perform other duties as assigned.

What We’re Looking For:

• 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
• Excellent technical/PC skills
• Exceptional personal character

What We Offer:

• 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

Still wondering if IOA is the right fit for you?

• If you want to feel the significance of knowing your efforts have been both recognized, appreciated and rewarded, then IOA is right for you.
• If you want to feel valued and have a real influence towards the continued success of your organization, then IOA is right for you.
• If you want to feel the peace of knowing that you’ve made the best decision of your professional life, then IOA is right for you.

Job Type: Full-time

Pay: $70,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid remote

Ability to commute/relocate:

• Longwood, FL 32750: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Account Manager: 2 years (Preferred)

License/Certification:

• 2-20 License (Preferred)

Work Location: Hybrid remote in Longwood, FL 32750

Salary : $70,000 - $85,000