Broker Assistant

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Logo of Insurance Office of America

Insurance Office of America

1001 - 5000 employees

Founded 1988

💼 Consulting

🏥 Healthcare

🛡️ Insurance

Consulting • Healthcare • Insurance

Insurance Office of America is a comprehensive insurance agency providing a wide range of insurance services to businesses and individuals. The company offers business insurance coverages such as casualty, commercial auto, construction, cyber liability, and many more. They also provide personal insurance options including vehicle insurance, property insurance, and life and disability insurance. Additionally, IOA specializes in risk management and offers various employee benefits and retirement planning services. Their mission is to focus on clients' risks so they can pursue their dreams with peace of mind. With more than 60 locations and 72,000 clients, Insurance Office of America is one of the largest privately held independent agencies in the US.

📋 Description

• Support accounts and meet performance requirements for production, quality, and service • Deliver customer service and respond to service requests • Assist in appointing new retail agents and brokers • Manage intake of new business submissions, set up accounts in Epic, qualify submissions, and obtain loss runs • Maintain the new business pipeline spreadsheet with the Broker • Assist with renewals, gather information, send renewal letters, and set up renewal activities • Process new, renewal, and other policy transactions, including midterm changes, audits, cancellations, reinstatements, and Agent of Record changes • Manage USAT email inboxes and log submissions • Provide marketing and administrative support, including policy binders and invoicing • Manage incoming mail, faxes, and correspondence • Maintain accurate and up-to-date agency management system data • Monitor and complete pending Epic activities • Identify and rectify simple policy billing issues and refer complex issues to the Broker • Monitor performance and take corrective actions when required • Ensure compliance with USAT guidelines and SOPs and develop technical and industry knowledge through training

🎯 Requirements

• 1+ years of industry experience or equivalent education; or 2+ years of related experience in customer service • Thorough knowledge of insurance brokerage and client needs • Required active licensing or ability to obtain • Strong analytical, problem-solving, and decision-making skills • Exceptional customer service, communication, multitasking, and organizational skills • Ability to perform large work volumes with high degree of accuracy • Proficiency in MS Office (Outlook, Word, Excel) • High School Diploma (or equivalent)

🏖️ Benefits

• 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

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