An Insurance Sales Agent sells insurance to customers, working on behalf of an insurance company or independent insurance agent. Evaluates the insurance coverage needed by a customer and proposes insurance packages and prices. May specialize in one line of insurance such as life insurance. May provide first point of contact for customers filing insurance claims.
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 :
The Rating & Marketing Support role is a mid-level position within IOA's Shared Services team. This role is responsible for providing high-quality rating and marketing support to agents and account teams across IOA locations. The ideal candidate is service-oriented, technically proficient, and thrives in a collaborative, fast-paced environment. The ideal candidate will have a commercial lines background. This position offers opportunities for professional development and career growth while contributing to IOA's mission and values.
Key Responsibilities:
Support Agents and Teams:
Deliver rating and marketing support to agents and account teams across IOA locations.
Quote and Bind Coverage:
Provide quotes and bind new business and endorsements through multiple carriers.
Carrier Communication:
Build and maintain strong relationships with carrier underwriters through frequent and professional communication.
Carrier Updates:
Stay informed on changes in carrier appetite, coverage options, billing procedures, and system enhancements.
Marketing Strategy:
Research and apply marketing solutions tailored to client and carrier needs.
Internal Guidance:
Assist internal teams with coverage, documentation, and procedures to ensure accurate business placement.
Rate and Remarket:
Accurately rate new business, remarket renewal accounts, and process endorsements.
Proposal Knowledge:
Maintain working knowledge of proposal formats and expectations.
Process Improvement:
Create and implement procedures to enhance rating and marketing efficiency.
Sales Support:
Identify and act on opportunities to support business growth.
Performance Monitoring:
Track individual productivity, quality, and service standards, and take corrective action when needed.
Team Collaboration:
Provide back-up support to teammates to ensure consistent service excellence.
Professional Development:
Participate in training, mentoring, and ongoing development opportunities.
Skill Enhancement:
Continuously improve professional skills through internal and external learning.
Champion IOA Values:
Demonstrate integrity and leadership.
Ideal Candidate Qualifications:
Excellent organization, multi-tasking, delegation, and decision-making skills Previous commercial lines experience Outstanding customer service and communication abilities Ability to manage high volumes of work with accuracy Proficiency with PC and Microsoft suite of applications High School diploma
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 $60,000 to $75,000 per year, 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.
