Select Business Account Assistant - Longwood, Florida

Working under direct supervision of branch/team leadership and following established industry and company guidelines; assists account team in completing day-to-day administrative tasks; recurring, narrowly defined customer service tasks; and meeting all performance requirements regarding production, quality and ensuring that no liability associated with errors or omissions occur. Specific responsibilities include entering data related to client and/or policies; word processing; reviewing policy forms for accuracy; handling transmittals to the client/insured; and providing general office support.

• Live and champion IOA core values at all times, demonstrating the highest level of personal character, integrity, and servant leadership
• Assist in any general office support/administration when requested or assigned.
• Assist with the following tasks accurately and within required timeframes:
  • Process Policy Endorsements and carrier Audits; identify errors and facilitate corrective actions Processing Policy Cancellations, Reinstatements and Lost Policy Releases (LPR)
  • Prepare Check requests, Invoices and Premium Finance Agreements
  • Prepare Summaries of Insurance
• Prepares and processes the following tasks accurately and within required timeframes:
  • Ordering Loss Runs and MVR’s
  • Issue Auto ID Cards
  • Issue Certificates of Insurance and Evidences of Property
  • Issue Binders of Insurance
• Data entry and maintains agency management system, other agency supported systems and carrier/vendor online platforms, ensuring all data entered is complete, clearly presented and well-documented, accurate, and up-to-date
• Monitor and maintain activity/suspense, taking appropriate action to ensure completion within required time frame
• Maintain frequent, transparent communication with account team regarding individual and team client service and policy administration activities, ensuring that the account team is fully informed of workload status, questions and/or any errors, discrepancies or changes related to assigned duties and tasks
• Deliver excellent service at all times, including proactively anticipating needs, maintaining frequent and professional communication, and responding quickly to service requests
• Monitor Individual performance to ensure productivity, efficiency, quality, and service standards are met, taking corrective actions when required.
• 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.
• Continually seek to improve individual and team performance, including identifying, communicating and adopting best practices.
• Comply with all company work rules, standards, and policies and procedures at all times.
• Grow and maintain technical competence and industry/market knowledge.
• 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.

 Insurance Industry experience preferred; or 2 years of related experience in customer service

• 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 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.