Job Summary
Workingunder direct supervision of branch / team leadership andfollowingestablished industry and company guidelines;assists accountteamincompleting day-to-day administrative tasks;
recurring,narrowlydefined customer service tasks;andmeeting all performance requirements regarding production, quality and ensuringthatnoliabilityassociatedwitherrorsoromissionsoccur.
Specificresponsibilitiesincludeenteringdata relatedto clientand / orpolicies;wordprocessing;reviewingpolicy forms foraccuracy;
handlingtransmittalstothe client / insured;andprovidinggeneraloffice support.
What You’ll Do :
- 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 AgreementsPrepare Summaries of Insurance
- Prepares and processes the following tasks accurately and within required timeframes : Ordering Loss Runs and MVR’sIssue Auto ID CardsIssue Certificates of Insurance and Evidences of PropertyIssue 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.
What We’re Looking For :
InsuranceIndustryexperiencepreferred;or2+yearsofrelatedexperienceincustomerservice
Excellentadministrative,multi-tasking,andorganizationsskills
Excellentcustomerserviceskills
Outstandingverbal / writtencommunicationskills
PCproficiency,includingbasicknowledgeofMSOfficeproducts,includingOutlook,WordandExcel
Exceptionalpersonalcharacter
HighSchoolDiploma(orequivalent)
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.
Salary Range : $45K to $55K
Salary Range variable based on experience.
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