Commercial Lines - Rating Specialist

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.

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