| Location | Tallahassee, FL (Remote) |
| Job Type | Full-time |
| Salary | $22–$25 Per Hour |
Description
Job Description:
Title: Personal Lines Account Coordinator
Work Mode: Remote | Location/Supporting: Longwood, FL office | Experience: Quoting & Binding Personal Lines Policies
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations
About the Role: Responsible for implementation of and/or assisting with the Account Team activities, including client service and communication; client insurance policy administrative processes, while maintaining individual productivity, quality, and service levels. Resolves basic and routine administrative and customer service problems directly and refers complex inquiries to more senior staff.
Key Responsibilities:
Task Processing: Accurately process tasks such as issuing Auto ID cards, proofs of insurance, policy endorsements, carrier audits, cancellations/reinstatements, and check requests.
Billing Reconciliation: Assist in identifying and reconciling inaccuracies in account billings.
New/Renewal Business Support: Support Account Managers in new and renewal business workflows.
Sales Opportunities: Actively seek to grow IOA business by identifying and acting on sales opportunities.
Data Management: Maintain agency automation system to ensure data accuracy and currency.
Policy Schedules: Prepare and maintain accurate schedules of policies and coverages.
Action Items: Monitor and maintain pending action items, ensuring timely completion.
Administrative Tasks: Participate in processing proofs of insurance, endorsements, cancellations, and reinstatements.
Communication: Maintain frequent, transparent communication with Producers, Account Executives, Account Managers, or Operations Team Leaders.
Claims Assistance: Assist with the facilitation of client claims processes as needed.
Carrier Relationships: Develop and maintain positive carrier relationships.
Prioritization: Prioritize, analyze, evaluate, and multi-task effectively.
Champion IOA core values and demonstrate integrity and leadership.
Ideal Candidate Qualifications:
Personal Lines insurance industry experience preferred, OR 2+ years of related experience in customer service
State required active licensing (PL 4-40 or Property & Casualty license)
Exceptional customer service and communication skills
Strong multi-tasking, organizational, and administrative skills
Proficiency in MS Office (Outlook, Word, Excel)
High School diploma (or equivalent)
What We Offer:
Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment
What to Expect (Application Process):
30-Minute Phone Screen, Online Assessments, and Interview(s)
Salary Range
The expected pay range for this position is $22.00 to $25.00 per hour, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.