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Insurance Office of America jobs - 172 jobs

  • Tax and Operations Support Specialist

    Insurance Office of America 4.3company rating

    Insurance Office of America job in Winter Haven, FL or remote

    Title: Tax & Operations Support Specialist Fully remote for Florida based candidates. Initial training will be 1-2 days hybrid out of Longwood, FL or Lakewood Ranch, FL office. | Location/Supporting: Lakewood Ranch, FL or Longwood, FL office | Experience: Payroll Service Bureau, Payroll Tax and/or Worker's Comp 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. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations About the Role: The Tax & Operations Support Specialist is responsible for managing all aspects of POA's Workers' Compensation Pay-As-You-Go (PAYGO) reporting program, supporting the Tax Department across all functional areas, and assisting with 401(k) reporting. This role requires a detail-oriented, client-focused professional who can collaborate across departments, ensure data accuracy, contribute to process improvements, and perform other duties as assigned by Management. Key Responsibilities: Client service excellence: Deliver outstanding service by proactively anticipating client needs, maintaining professional communication, and responding promptly to inquiries. Workers' Compensation (WC) program management: Oversee PAYGO setup, reporting, and renewals, ensuring accurate net rate calculations and timely carrier submissions. WC collaboration: Partner with IOA Producers, Sales, and internal teams to resolve WC issues and maintain accurate policy data. WC reporting automation: Collaborate with Software Development and Reporting teams to streamline WC file feeds and reporting processes. Tax setup quality control: Review new client setups for accuracy, including tax codes, account formats, and payroll schedules. Conversion data validation: Balance and verify conversion data against source documents such as tax returns and payroll records. Tax deposit monitoring: Manage daily tax deposits and ensure proper handling of conversion payrolls within MasterTax. Tax compliance support: Assist with tax registrations, notice resolution, and quarterly/annual reporting including W-2s and amendments. 401(k) reporting: Ensure accurate setup and timely submission of 401(k) reports to plan administrators, including off-cycle payrolls. Process improvement: Identify and communicate opportunities to enhance operational efficiency and data accuracy. Internal collaboration: Work closely with Implementation, Payroll, and HRIS teams to support cross-functional initiatives. Training and development: Participate in internal and external training to maintain technical competence and industry knowledge. Team support: Act as a backup for teammates and contribute to overall team service excellence. Positive relationships: Build and maintain productive relationships with clients, sales partners, and internal stakeholders. Professional development: Continuously improve professional skills by actively participating in internal and external development opportunities. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 2 to 5 years of Payroll Service Bureau experience (Required) 2 to 5 years of Payroll Tax and/or Workers' Compensation knowledge (Required) Accounting background (Preferred) Experience with MasterTax or similar tax software - Preferred High degree of Excel skills, including functions, formulas, pivot tables, and V-lookups Ability to work independently and in a team environment, and to multi-task, meet deadlines, and adapt to changing priorities Experience working with Sales teams and clients to gather and analyze information Excellent written and verbal communication skills Strong analytical, organizational and data validation skills 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 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 What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $23.00 - 29.00 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.
    $23-29 hourly Auto-Apply 8d ago
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  • Account Associate- Commercial Insurance (Remote)

    Insurance Office of America 4.3company rating

    Insurance Office of America job in Palm Bay, FL or remote

    Title: Account Associate - Commercial Lines Work Mode: Remote (Southeastern US Only) | Location/Supporting: Longwood, FL | Book Focus: General, Contractors, Construction 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: Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues. Key Responsibilities: Team Support: Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant. Office Support: Assist with general office tasks and administration. Policy Processing: Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders. Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows. Data Management: Maintain accurate and up-to-date data in agency systems. Activity Monitoring: Ensure timely completion of tasks and activities. Communication: Keep the account team informed of workload status and any issues. Service Excellence: Provide proactive and responsive service. Performance Monitoring: Ensure productivity and quality standards are met. Promote Culture: Participate in team building and promote a positive work environment. Continuous Improvement: Seek and adopt best practices. Compliance: Stay updated on company policies and procedures. Professional Development: Enhance technical skills and industry knowledge. Relationship Building: Foster positive relationships with colleagues and leadership. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 2+ years of industry experience, OR 5+ years of related experience in customer service Thorough knowledge of insurance brokerage and client needs Required active licensing Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communications. multitasking, and organizational 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 50-60K annually, 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.
    $35k-46k yearly est. Auto-Apply 11d ago
  • Account Executive

    Alliant Insurance Services 4.7company rating

    Boca Raton, FL job

    Acts as the broker on assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team. Responsible for managing and directing and participating in new business opportunities, all aspects of service including Claims, loss control and retention of clients and market facing representative to insurance carriers and vendors. ESSENTIAL DUTIES AND RESPONSIBILITIES Receives and develops new business leads from Producers or identifies and develops cross selling opportunities; Leads the effort for renewal strategy on an account or on approach for new business; Manages overall Account responsibility for all the Client and leads the coordination of all Broker services including Claims and Loss Control; Leads the delegating for the account team responsibilities for Client Renewal services - renewal strategy, submission, brokering, placing, presenting proposals; Handles market facing responsibilities including broad knowledge of insurance industry, carriers and major underwriting contacts in assigned territory; Provides day to day account servicing or guidance to account service team on more complex matters; Performs monthly review of account currency and Client statements, resolve outstanding payables in a timely fashion; Attends standard industry events, carrier events and keeps up to date on industry trends for assigned sector; Serves as technical expert in the office and assist and trains less experienced service team and employees; Provides a high degree of technical coverage expertise for all critical lines impacting assigned Clients; Provides mentoring, coaching and assistance for other offices around the country as needed; Ensures service team stays on task for their deliverables; Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates; Performs other duties as assigned. QUALIFICATIONS Bachelor's Degree equivalent combination of education and experience Twelve (12) or more years related work experience Encouraged to complete Career Path requirements as communicated by Supervisor Risk management, underwriting or other significant insurance related background Valid Insurance License Must continue to meet Continuing Education requirements for license renewal SKILLS Superior verbal and written communication skills Superior problem solving and time management skills Ability to lead and direct an assigned service team and to foster collaboration with cross functional team members Knowledge of broad business acumen to understand the Client's business vis a vis insurance issues High degree of technical insurance knowledge and ability to provide guidance to clients Highly detailed and organized as well as superior prioritization skills Proficient in Microsoft Office Suite #LI-KG1
    $55k-85k yearly est. 30d ago
  • Employee Benefits Producer

    Brown & Brown, Inc. 4.6company rating

    Naples, FL job

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Producer to join our growing teams in Ft. Myers and Naples, Florida! Increase volume of sales through prospect and new client development; and client retention by managing relationships and collaborating with team members to deliver exceptional customer service, achieve client satisfaction, and drive new business opportunities. How You Will Contribute: * Build a network of professional relationships, identify new leads, and qualify opportunities that meet company standards as prospects. * Establish, cultivate, and manage customer relations with clients, as well as professional relationships with carrier partners and internal resources throughout the organization. * Conduct risk management surveys, determine insurance coverage needs, develop stewardship reporting and advise existing and prospective clients with insurance coverage options. * Provide continuous professional advice for improving the insurance and risk management programs of existing and prospective clients. * Secure and prepare documentation in the development of new business and renewal proposals and for the negotiation of quotes for placement of coverage by the marketing and service teams. * Present and sell new business and renewal proposals, including educational materials for value-add services, to prospective and existing client decision-makers, respectively. * Review and resolve client disputes regarding complex claims. * Follow agency guidelines, policies, and procedures, including but not limited to the Insurance Coverage Review form. * Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, technology, and continuing education required for valid licensing. * All other duties as assigned. Licenses and Certifications: * Valid Florida 2-15 license in good standing, within 90 days of hire. Skills & Experience to Be Successful: * College Degree in Business Administration, Insurance, Risk Management or related field or equivalent combination of education and experience. * Strong technical knowledge of Life and Health insurance coverage. * Familiarity of agency management system and as well as other applications related to insurance sales. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: * Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance * Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement * Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services * Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".
    $39k-58k yearly est. Auto-Apply 5d ago
  • HUB International Internship Program Summer 2026

    Hub International 4.8company rating

    Winter Park, FL job

    Hi - we're HUB, we're more than an insurance broker - we're a network of doers with diverse stories and a shared goal: to support our clients and communities. Great work happens when people come together, which is why we build teams where every voice is valued, ideas are encouraged, and growth is supported. Are you ready to launch your career in insurance brokerage? Join HUB International's U.S. award-winning Internship Program! As an intern at HUB, you'll be part of our collaborative culture where your contributions matter and your growth is supported. This internship is specifically designed to give you exposure to the many career opportunities within the fast-growing insurance brokerage industry. You'll gain hands-on experience working alongside our Commercial Lines, Personal Lines, Employee Benefits, or Retirement & Private Wealth teams, learning the ins and outs of our business while exploring areas like client service, sales, and more. Throughout the program, you'll learn directly from industry experts across risk, insurance, employee benefits, retirement, and wealth management, building both your professional skills and the foundation for a successful future career. Full-time, paid, June to August (10-week) internship working out of our Winter Park, FL office! Program Highlights · Full-Time Pathway: Our program is strategically designed to identify and nurture exceptional talent. Top-performing interns will have the opportunity to pursue full-time roles across HUB's United States branches nationwide, after graduation. · Network with Industry Leaders: Collaborate with seasoned professionals ready to share their knowledge and expertise. Through our Speaker Series, you'll hear directly from industry leaders while building connections with interns and professionals across the United States, gaining nationwide networking opportunities and a truly hands-on industry experience. · Meaningful Projects: Make an impact from day one by contributing your ideas to important projects. Collaborate with peers on research initiatives and present your recommendations to an Executive Panel. · Professional Development: Participate in workshops, seminars, and networking events designed to enhance your communication, problem-solving, and leadership skills. · Mentorship: Receive personalized guidance from mentors who will support your growth, answer your questions, and help you navigate the insurance industry. · Beyond the Office Experience: Enjoy field trips, volunteer initiatives, and social events that foster camaraderie. Experience how the industry applies to the world around us, give back to the community, and unwind with fellow interns during memorable activities. Day-to-Day Responsibilities May Include: · Client Engagement: Collaborate with our sales and service teams to work with clients and communities across the United States to understand unique regional needs. · Policy Administration: Gain hands-on experience in managing policies, endorsements, renewals, data management, and assisting in claims processing. · Market Research: Support analysis of United States insurance markets and regional trends. · Technical Training: Participate in workshops and training sessions to strengthen your skills and industry knowledge. · Reporting: Prepare reports and presentations to communicate project updates, findings, and recommendations to internal stakeholders. What you will bring to the role - College students with a Fall 2026 or Spring 2027 graduation. A positive attitude and enthusiasm to learn about the insurance industry. Excellent verbal & written communication skills Strong organizational skills, adept at prioritizing and handling multiple tasks. A collaborative team player with a desire to help others. Independent and self-motivated, capable of autonomous work Why Join HUB? What makes us different than all the rest? Our Vision: To be everywhere risk exists - today and tomorrow. Helping protect what matters most. Our Mission: To protect and support the aspirations of individuals, families, and businesses. To empower our employees to learn, grow and make a difference in their communities. Our Core Values: · Entrepreneurship: We encourage innovation and educated risk-taking. · Integrity: We do the right thing every time. · Teamwork: We work together to maximize results. · Accountability: We measure and take responsibility for outcomes. · Service: We serve clients, communities, and colleagues. Ready to kickstart your career? Join HUB's Internship Program and gain hands-on experience, mentorship, and professional development in one of the fastest-growing industries. Apply today and take the first step toward building your future with HUB! Culture and Belonging: Our Commitment At HUB International, we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings, creating an environment where all voices are welcomed and respected. If you require assistance or accommodation at any stage of the recruitment process, we encourage you to let us know-we're here to support you. At HUB, building an inclusive workplace isn't just part of what we do-it's at the heart of who we are. Department Account Management & ServiceRequired Experience: Less than 1 year of relevant experience Required Travel: NegligibleRequired Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
    $34k-45k yearly est. Auto-Apply 11d ago
  • Licensed Retention Specialist

    Alliant Insurance Services 4.7company rating

    West Palm Beach, FL job

    Responsible for providing a wide variety of support services to promote the company's product portfolio via the telephone and internet to support Medigap to increase company revenue and profit. ESSENTIAL DUTIES AND RESPONSIBILITIES Existing Client Support: Work with existing clients to discuss current policies and prices and determine if the client continues to have the best health care plan available; Renew and rewrite existing policies and cancellations for clients and cross sell exiting policies. Conduct exit interviews for disenrolled clients. Monitor compliance with program reporting rules and requirements; Update and maintain CRM in accordance with policies and procedures. Document each and every consumer contact with detailed notes; Special Projects: Work collaboratively with fellow staff to advance the values and mission of Medigap and Senior Market Sales by serving on relevant internal and external committees; Assists with special projects/assignments as requested by members of management; Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates; Performs other duties as assigned. QUALIFICATIONS EDUCATION / EXPERIENCE High School Diploma, or GED, or equivalent combination of education and experience Bachelor's Degree, in Marketing or a related field Two (2) or more years, Customer Service Life/Health Insurance License, within 30 Days, Required SKILLS Active Life and Health Insurance license in resident state. Working knowledge of insurance services industries and specific current knowledge of product lines assigned to the sales associate. Knowledge of the general industry procedures, practices and terminology. Skill in working effectively with inbound and outbound callers/customers. Skill in negotiating and problem solving to resolve internal and external conflicts. Skill in the use of office equipment including computer, fax, printer, telephone system, etc. Skill in the use of time management and organization skills. Skill in maintaining effective working relationships with all customers, employees and the general public. Skill in project management. Proficient computer skills (Microsoft/Word, Excel, PowerPoint, Adobe Acrobat, MS Outlook software preferred). Ability to communicate effectively, both orally and in writing, in a constructive manner. Ability to approach and communicate with a wide range of personalities in a professional and courteous manner. Ability to be patient under frustrating circumstances and demonstrate controlled emotional affect in difficult situations. Ability to engage in effective interpersonal interaction, verbal communication and written communication. Ability to persuade. Ability to run quotes for products. Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests. Ability to read, write and communicate English effectively. Ability to maintain all company policies, including all confidentiality and safety policies. Ability to actively contribute to team effort. Ability to work independently, exercise independent judgment, make and execute decisions. Ability to be a self starter, motivated and accomplish goals and tasks within a given time frame. Strong verbal and written proficiencies of the English language. Bilingual (Spanish and English) #LI-GS1
    $39k-53k yearly est. 7d ago
  • Licensed Agent

    Alliant Insurance Services 4.7company rating

    Tampa, FL job

    Alliant Insurance is hiring a Health Insurance Agent at Health Market Solutions! POSITION HIGHLIGHTS: Our Insurance Agent will be responsible for providing a wide variety of support services to promote the company's ACA/ Marketplace product portfolio via the telephone and internet to increase company revenue and profit. First months earnings of $1,000/ week plus commissions potential for full time employees Position has uncapped monthly earnings potential Top performers can earn up to $12,000 per month Full-time, benefits-eligible Onsite at our office in Plantation, FL Hours: Monday 9:00AM -7:00PM Tuesday - Thursday 9:00 AM - 6:00 PM; Friday 9:00 AM - 1:30 PM Compensation package is a combination of hourly rate plus commission Solid training program RESPONSIBILITIES: Promote the company's product portfolio and provide service assistance to consumers. Respond to consumer inquiries through inbound calls and internet inquiries. Deliver prepared sales scripts to educate, inform and provide solutions to potential customers. Describe solutions for individual sales situations. Communicate with consumers regularly regarding product information, rate changes and key benefits. Monitor compliance with program reporting rules and sales requirements. Document each and every consumer contact with detailed notes. Work collaboratively with fellow staff to advance the values and mission of Assured Health Group by serving on relevant internal and external committees. Assists with special projects/assignments as requested by members of management. QUALIFICATIONS: High School Diploma or GED Active Life and Health Insurance Agent License preferred Minimum of one year experience in insurance, phone sales, financial services, marketing, web-based business, business-to-business customer service or call center FFM certification preferred 1 Year selling ACA policies preferred PERKS AND BENEFITS: Health Insurance* Dental and vision insurance* 401(k) with company match* Paid time off Stable, friendly and professional environment that does not micromanage your work but rather rewards innovation *Benefits available the first of the month following date of hire Job Types: Full-time, Permanent Expected hours: 37.5 per week Benefits: 401(k) 401(k) matching Dental insurance Disability insurance Health insurance Paid time off Parental leave Tuition reimbursement Vision insurance Supplemental pay types: Bonus opportunities Commission pay Weekly day range: Monday to Friday Work setting: Call center In-person Office We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer. For immediate consideration for this position, please click on the “Apply Now" button. Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status. If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at ************** and let us know the nature of your request and contact information.For more information on Alliant Insurance Service's benefits, click here. #LI-GS1
    $40k-71k yearly est. 7d ago
  • Assistant Account Manager- Condominium Insurance

    Alliant Insurance Services 4.7company rating

    Fort Myers, FL job

    Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. This position includes independent responsibility for servicing and retention of assigned customers/policies. ESSENTIAL DUTIES AND RESPONSIBILITIES Packages and markets applications to various carriers to obtain quotes; Negotiates prices, commissions, and/or coverages with carriers; Reviews policies, identifies deficiencies and determines appropriate level of coverage; Manages renewal process for expiring policies; Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts; May participate in client meetings to review coverage; Gathers information for applications; Prepares presentations and proposals for clients; Researches requests for information from underwriters; Composes correspondence to insured and/or underwriters; Discusses and assists in setting renewal and/or new business marketing strategy with producer or supervisor; Prepares draft certificate templates for review and approval; Analyzes certificate requests and ensures clients needs are met; Inputs applications and creates letters, and other forms of correspondence; Binds insurance coverage and prepares insurance binders; Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); Other duties as assigned. QUALIFICATIONS EDUCATION / EXPERIENCE Associate's Degree or equivalent combination of education and experience Four (4) or more years related work experience Encouraged to complete Career Path requirements as communicated by supervisor Valid Insurance License Must continue to meet Continuing Education requirements for license renewal SKILLS Excellent verbal and written communication skills Excellent customer service skills, including telephone and listening skills Good problem solving and time management skills Intermediate typing skills (30-35 wpm) Ability to work within a team and to foster teamwork Proficient in Microsoft Office Suite#LI-RF1
    $35k-46k yearly est. 6d ago
  • Associate Underwriter

    Brown & Brown 4.6company rating

    Orlando, FL job

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Braishfield Associates, a division of Hull & Company, LLC, is a member of Bridge Specialty Group, and we are seeking an Associate Underwriter/Underwriter In Training to join our team in Orlando, FL. The primary responsibility of this role is to review new and renewal insurance applications to evaluate, classify, and rate risks for insurance and accept or rejects applications. We have “teammates”, not “employees”, and our teammates make all the difference in our success. Who We Are: Since 1984, Braishfield has provided a wide variety of commercial and personal products from the top specialty carriers in our business. Thanks to our successful relationships with many of the finest retail agents & brokers in America, we have grown into one of the largest companies of our kind. We are guided by strong ethics, honesty & professionalism. Our goal is to deliver specialty insurance products that retail agencies need at the most competitive terms, with financially sound carriers, on a timely basis. Who You Are: You believe in working as a team and thrive in fun and collaborative environments. You have a client-focused attitude and value the importance of relationships, professionalism, and trust. You set goals high and aim higher. You have solid communication skills. You are detail oriented and organized. You enjoy learning new skills, systems, processes, and procedures. You are a great listener and are not afraid to ask questions. You believe that learning is vital to success. You want to win! How You Will Contribute Build, expand and solidify relationships with clients and lead appropriate resources to address client needs, including risk and resolution of underwriting or policy issues. Develop and successfully acquire new business revenue from new and existing clients. Obtain prospects and actively pursue and create interest by telephone calls or making agency visits. Examines such documents as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property. Work with Underwriter, ensuring that all required information is obtained, proper applications are completed, quotes, and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and taxes paid in accordance with appropriate state laws. Work with Underwriter when reviewing risks submitted by agents, rate submissions for premium and terms, issue written binders. Review indications, quotes, binders, submissions and policies for completeness and high degree of accuracy. Careful review of inspections used to obtain underwriting information, quote rates, or adherence to company underwriting guidelines. Work with the Underwriter to be sure the forms on the policies are the current edition dates used by each Company. Telephone assistance. This duty involves the ability to answer basic questions an agent may have. Performs other duties as assigned. Licenses and Certifications: 2-20 License (within 90 days of employment) Skills & Experience to Be Successful Bachelor's degree from Four-Year College or University (preferred) Sales & Production driven mentality Proficient with MS Office Suite Exceptional telephone demeanor Ability to maintain a high level of confidentiality Must be detail oriented and possess the ability to multi-task Commitment to excellent customer service Ability to effectively work well with others Be a Team Player with a Positive Attitude #LI-AK1 Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
    $36k-57k yearly est. Auto-Apply 5d ago
  • Senior Data Privacy & Governance Analyst

    Alliant Insurance Services 4.7company rating

    Florida job

    Alliant Insurance is hiring a Senior Data Privacy & Governance Analyst! SUMMARYResponsible for working with leadership to develop, implement, and administer Alliant's global data privacy and governance strategies and compliance program while enabling the use of data to foster innovation, growth, achievement of Alliant's strategic goals, and the ability to do business anywhere and anytime. Establish goals, create policies and implement procedures (including enforcement measures), and enterprise-wide staff education at all levels. Collaborate with Alliant's internal and external legal teams and consultants to ensure that practices are in accordance with all applicable laws. Join Alliant's Data Privacy and Security Governance Committee, including its annual committee summit and desk-top drills, and company-wide annual data privacy and security awareness week. Works on oversight and compliance of all data privacy frameworks with regard to applicable laws and regulations such as GDPR, HIPAA, CCPA, or any other similar statutory scheme. This is a remote role with traveling up to 3xs a year. ESSENTIAL DUTIES AND RESPONSIBILITIES Handles Incident response and investigations to meet all regulatory requirements and reduce risk to Alliant and its partners.Works with Alliant's leadership and business stakeholders, including Marketing, Legal, Risk Management, and divisional operations groups to support Alliant's commitment to ensuring the privacy of its customers and employees.Partners with Alliant's IT department executive leadership to ensure data protection measures meet regulatory requirements.Creates internal compliance controls and monitor adherence to them.Delivers guidance to ensure internal data collections are consistent with Alliant's data privacy policies as well as applicable laws.Performs regular compliance audits, identifies data use, storage, and/or transmission issues and risks, recommends solutions, and manages investigations of data security incidents or events, including any remediation.Works on Privacy and Security services and functions, such as Incident Response, Enterprise Training, Data Privacy Impact Assessments, and Data Subject Access Requests.Helps to delivery enterprise-wide training on relevant data privacy regulations and Alliant's policies and procedures, including administration of Alliant's annual Data Privacy & Security Awareness Week.Attends and helps plan Alliant's annual data privacy and security summit, to include a desk-top drill to test Alliant's data security incident responses for a variety of situations, training on new or changed requirements, and reviews of relevant data privacy and security policies/processes.Works with Alliant's Vendor Management team to identify and develop streamlined processes to assess risk for the use of any vendor or outsourced service under Alliant's Vendor Management Policy.Participates in meetings with managers to ensure privacy by design at all levels.Serves as Alliant's DPO, HIPAA Privacy Officer, or other similar statutorily-required position, and communicate with country, federal, and state regulators/supervisor authorities, as needed.Serves as primary point of contact for any internal or external requests pertaining to data privacy.Works with Alliant's IT team to develop a streamlined process to respond to data privacy and security questions from clients, prospective clients, and other organizations requesting this information.Acts as subject matter expert for all data privacy related tools and applications.QUALIFICATIONS EDUCATION / EXPERIENCEBachelor's Degree in computer science, law, information technology, business administration or related field, or equivalent combination of education and experience Five (5) or more years of progressive work experience leading a data privacy and governance function within a large organization SKILLSKnowledge of current domestic and international data protection and privacy legislation such as CAN-SPAM, CCPA, HIPAA, GDPR, PIPEDA, etc.Excellent verbal and written communication skills, including ability to message the importance of data privacy as a business differentiator and core value, in addition to a legal requirement Excellent problem solving, analytical, research, time management skills, and adapt to changing legal landscape or business needs Strong interpersonal skills to maintain good working relationships Understanding of the role that privacy has in supporting commercial and marketing activities in a larger enterprise Ability to build relationships across large and complex organizations Ability to develop and adjust policies and procedures based on risks, regulatory requirements, and business needs Ability to create high quality presentations and communicate complex subjects to all levels of the organization Ability to remain impartial and report all issues of non-compliance Proficient in Microsoft Office Products#LI-MH1
    $71k-91k yearly est. 7d ago
  • Senior Account Manager- Commercial Insurance (Remote)

    Insurance Office of America 4.3company rating

    Insurance Office of America job in Palm Bay, FL or remote

    Title: Senior Account Manager - Commercial Lines Work Mode: Remote (Eastern and Central Time Zones Only) | Location/Supporting: Longwood, FL| Book Focus: Contractors, Property/ Mid Market to Large Accounts. 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: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Serve as a subject matter expert for the account management team. Key Responsibilities: Technical Competence: Maintain a high degree of technical competence and industry expertise. Team Leadership: Direct daily activities and workflow of the account management team. Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. Policy Management: Manage policy expirations and renewals. Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance: Stay updated on company policies and procedures. Continuous Improvement: Seek and adopt best practices to improve individual and team performance. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 5+ years of account management experience, or 7+ years in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active licensing; professional designation (CIC or equivalent) preferred Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communication, multitasking, and organizational 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 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 What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is 80-105K annually, 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.
    $43k-67k yearly est. Auto-Apply 60d+ ago
  • Condo - Technical Assistant

    Brown & Brown 4.6company rating

    Fort Lauderdale, FL job

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Technical Assistant to join our growing team in Fort Lauderdale, FL! The Technical Assistant will work closely with the Commercial Account Manager, Commercial Producers and Commercial Lines Marketing Representatives to service new and existing accounts to achieve Agency sales goals and service standards. How You Will Contribute: Build and maintain strong customer relationships to support account retention and client satisfaction. Collect updated client information annually to assist with policy renewals and marketing efforts. Provide day-to-day client service including handling endorsements, cancellations, certificates, and other policy changes. Assist in analyzing client exposures and recommending appropriate coverage adjustments. Review and verify the accuracy of policies, endorsements, quotes, and audits provided by carriers. Prepare and compile marketing and underwriting data such as loss runs and MVRs. Gain and apply knowledge of Commercial Lines procedures, carrier systems, underwriting guidelines, and agency automation tools. Issue key documents including binders, certificates of insurance, ID cards, and invoices. Collaborate with account managers to resolve service issues and discrepancies, such as omitted items and commissions. Maintain attendance, follow agency procedures, and engage in ongoing professional development. Licenses and Certifications: 440 or 220 License (preferred) (must be obtained within a year of employment) Skills & Experience to Be Successful: High School Degree required. At least two years of insurance experience (preferred) Completion and evidence of skills as outlined by Commercial Management. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
    $23k-40k yearly est. Auto-Apply 7d ago
  • Underwriter/Broker

    Brown & Brown 4.6company rating

    Saint Petersburg, FL job

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Hull and Company is seeking an Underwriter/ Broker to join team in St. Petersburg, FL. How You Will Contribute: Build agent and broker relationships Manage current book of business Provide excellent customer service Seek opportunities to access and cultivate new markets Effectively manage carrier relationships Provide guidance and training to Assistant Broker Review and analyze risks, ensuring all required information is obtained Foster and seek relationships with teammates across all levels of Hull & Company and Brown & Brown Ensure compliance with government agencies and corporate policies and procedures Attend training sessions, courses, etc. to maintain up-to-date skills Always conduct the highest level of confidentiality Other duties as needed Skills and Experience to be Successful: 2 - 5 years' experience in Commercial Multi-Line Insurance Sales and production driven mentality Experience working in a paperless environment preferred Must be detail-oriented and possess the ability to multi-task Proficiency in Microsoft Office 365 Exceptional customer service and interpersonal skills Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
    $33k-53k yearly est. Auto-Apply 13d ago
  • Director of Carrier Relations

    Hub International 4.8company rating

    Jacksonville, FL job

    HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. **WHAT WE OFFER YOU:** At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: + Competitive salaries and benefits offerings + Medical/dental/vision insurance and voluntary insurance options + Health Savings Account funding + 401k matching program + Company paid Life and Short-Term Disability Plans + Supplemental Life and Long-Term Disability Options + Comprehensive Wellness Program + Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off + Great work/life balance, because that's important for all of us! + Focus on creating a meaningful environment through employee engagement events + The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! + Growth potential - HUB is constantly growing and so can your career! + A rewarding career that helps local businesses in the community + Strong community support and involvement through HUB Gives **SUMMARY:** This position is responsible for fostering relationships with our carrier partners by driving results through monthly pipeline calls, maintaining knowledge of markets necessary to place business, exploring new markets for the agency, and assists with the carrier selection process. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Manage relationship with Ancillary Marketing team to drive results through our 3C Partnerships to include account rounding, revenue standardization, and 3C migration. + Provides expertise to agency staff concerning markets and specific accounts + Maintains carrier relationships, explores new markets, and assists in evaluation of carrier relationships and introduction of new carriers + Works closely with producers, account executives and account managers on marketing strategies _To perform this job successfully, the incumbent must be able to perform each essential duty in a satisfactory manner. The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements._ **REQUIREMENTS:** + 5+ years of employee benefits experience preferred + 5+ years of carrier experience preferred + Excellent analytical, problem solving and conflict resolution skills + Must be a self-starter with excellent written and verbal English communications skills + Ability or adaptability to work in fast-paced, multi-tasking environment + Knowledge of agency management systems (Epic experience a plus) + Computer skills (Word, Excel, Outlook) **EDUCATION, LICENSING OR CERTIFICATION REQUIREMENTS** + Bachelor's Degree in Business, Risk Management and Insurance, Accounting, or Finance preferred but not required + Florida Life, Health and Annuities License (2-15) or willingness to obtain license **PHYSICAL DEMANDS** _The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job._ _While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus._ Department Account Management & Service Required Experience: 5-7 years of relevant experience Required Travel: Up to 25% Required Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program (**************************************** We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team ********************************** . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
    $65k-86k yearly est. 12d ago
  • Employee Benefits Sales Producer

    Hub International 4.8company rating

    Coral Gables, FL job

    HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability Options Comprehensive Wellness Program Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off Great work/life balance, because that's important for all of us! Focus on creating a meaningful environment through employee engagement events The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! Growth potential - HUB is constantly growing and so can your career! A rewarding career that helps local businesses in the community Strong community support and involvement through HUB Gives SUMMARY: As a HUB Employee Benefits Producer, you will prospect for business based on your local networks, connections, and communities. This role is vital to our success in all our product lines - from personal, commercial, employee benefits, and other coverages. As a HUB Producer, you will be supported by the HUB International corporate office and regional offices with the opportunity to create your own entrepreneurial journey. You will be the cornerstone of our superior customer service and will be charged with ensuring client satisfaction. ESSENTIAL DUTIES AND RESPONSIBILITIES: Conducting sales, service, and solicitation of all forms of insurance business Maximizing growth and client retention through superior customer service Developing accounts and cross selling available products and services Generating and pursuing new client opportunities Presenting our services and solutions at prospect meetings Bringing new business prospects to closure Retaining clients by maintaining solid business-to-business relationships REQUIREMENTS: 3+ years of previous business-to-business sales experience Employee Benefits sales experience highly preferred Bachelor's degree preferred Florida 2-15 Life and Health License preferred or required to obtain within 90 days of hire Ability to work under pressure and within deadlines Good listening skills and ability to determine clients' needs efficiently Department SalesRequired Experience: 2-5 years of relevant experience Required Travel: NegligibleRequired Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
    $59k-109k yearly est. Auto-Apply 4d ago
  • Director, Agency Development

    Brown & Brown, Inc. 4.6company rating

    Tampa, FL job

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Orchid Insurance, an Arrowhead Intermediaries company, is seeking a Director of Agency Development to join our growing team. The Director of Agency Development is responsible for the achievement of goals and objectives, including new business policy acquisition, customer retention, agent satisfaction and direct reports. Manages continuous improvement in distribution productivity, ensuring the delivery of quality training and development programs. The job functions include recruiting, training, and supervision of agency development managers. To be successful in this position, you should be able to build instant rapport with people and be a good listener. How You Will Contribute: * Under the direction of Distribution Management, responsible for the performance of the agency development team and is expected to achieve results through consistent recruitment, training, and supervising activities. * Ensure proper staffing goals are met, and manage activities associated with the selection and performance of new agency development managers. * Support the training and education of products across the team, including Personal Lines E&S and Digital partnerships. * Support ADMs in managing territory operation and implementing action plans to meet or exceed goals and objectives. * Generate new premium growth through coaching interactions with ADMs (calls, emails, f2f visits, etc.). * Cultivate relationships with new and existing assigned agents to direct qualified risk selection. * Implement proactive efforts including activities that keep agents informed on systems, products, and underwriting guidelines as well as prospecting new agencies and general account management. * Provide general account management for agencies and maintain accurate records of all sales activities via Salesforce - enforce usage of Salesforce by ADMs. * Proactively monitor key performance indicators outlier, shares best practices and be solutions oriented. * Monitor and report newly appointed agency metrics such as quote volume and written premium. * Monitor incomplete quote activity to identify training opportunities * Submit accurate and timely reports as required or requested. * Conduct business inspections in the field and by phone to ensure that company policies and procedures are being adhered to. * This is a hybrid position and will require frequent travel for in-person agency visits, trade shows and/or conferences and presence at the Tampa office. * Assist with the implementation of marketing strategies and activities to ensure sufficient penetration of existing agencies and their production levels. * Work proactively with product management to communicate competitive information and to convey necessary product modifications or new opportunities. * Be a subject matter expert on our product offerings and core systems. Skills & Experience to Be Successful: Requirements: * Minimum of 7 plus years P&C industry experience. * Minimum of 5 plus years of experience in account management, agency development, outside sales experience, or similar role. * Demonstrates strong leadership qualities such as the ability to inspire and motivate others, effective decision-making, and a proactive approach to problem-solving. * Passion to remove obstacles and get the job done. * Possess a professional demeanor in a fast-paced production environment. * Be willing to always represent the company with the utmost professionalism. * Must be team-oriented and able to meet team deadlines. * Must be results-oriented and thrive in high volume environments. * Proficiency in MS Office Suite and CRM software such as Salesforce. * Positive attitude and friendly demeanor. * Passionate and knowledgeable about the services and products we provide. * Coachable and willing to embrace learning new skills and ideas. * Ability to adapt to various situations or problem-solve for new solutions. * Ability to build relationships both internally and externally. * Ability to communicate effectively both written and verbal. * Able to multitask, prioritize, and manage time efficiently. * Willingness to travel frequently for in-person agency visits, trade shows, conferences, occasional overnight travel, and presence at the Tampa office. * This position requires routine travel which may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position. Preferred: * Bachelor's degree in business administration, or a related field. * 10+ years P&C industry experience. * P&C insurance license (4-40 or 2-20). * Previous Personal Lines Excess & Surplus experience a plus. * Strong familiarity with Salesforce CRM. * Strong interpersonal skills with the ability to build relationships with customers at all levels. * Polished presentation skills to conduct virtual and in-person product training. * Comfortable talking to new people daily via telephone or virtual meeting. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: * Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance * Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement * Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services * Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".
    $95k-136k yearly est. Auto-Apply 60d+ ago
  • Account Manager- Commercial Lines - Remote (General Book)

    Insurance Office of America 4.3company rating

    Insurance Office of America job in Jacksonville, FL or remote

    Title: Account Manager - Commercial Lines Work Mode: Remote (Florida, Georgia, Alabama, Mississippi, Louisiana) Book Focus: General, Construction, Contractors, Real Estate Requirement: Florida Insurance Experience 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: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Key Responsibilities: Technical Competence: Maintain technical competence and industry expertise. Team Leadership: Direct daily activities of the account management team. Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. Policy Management: Manage policy expirations and renewals. Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance: Stay updated on company policies and procedures. Continuous Improvement: Seek and adopt best practices to improve individual and team performance. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 3+ years of account management experience, or 5+ years in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active licensing; professional designation (CIC or equivalent) preferred Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communication, multitasking, and organizational 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 65-90K annually, 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.
    $36k-45k yearly est. Auto-Apply 4d ago
  • Employee Benefits Account Manager

    Hub International 4.8company rating

    Tampa, FL job

    HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability Options Comprehensive Wellness Program Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off Great work/life balance, because that's important for all of us! Focus on creating a meaningful environment through employee engagement events The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! Growth potential - HUB is constantly growing and so can your career! A rewarding career that helps local businesses in the community Strong community support and involvement through HUB Gives SUMMARY: The Employee Benefits Account Manager (AM) services and maintains accounts while providing professional and prompt support to our clients, carrier representatives, vendor partners, and HUB colleagues. The AM also works independently, as well as cooperatively, with Producers and the entire client team to deliver all HUB services to assigned clients throughout the policy cycle. This role plays a key part in positively impacting customer satisfaction and will support the organic growth goals of the organization - whether through account rounding, cross-selling, or support in the development of new business. ESSENTIAL DUTIES AND RESPONSIBILITIES: While acting as main, day to day point of contact for clients, responds both professionally and promptly to all inquiries. Supports the Account Executive in executing strategies, facilitating the renewal process, preparing materials/reports, ensuring internal systems are up to date (Benefit Point and BUS) and managing/ coordinating client work across the account team. Acts as liaison between clients and insurance carriers to resolve any service needs or marketing initiatives, for example eligibility, billing, policy interpretation, and contract review. Manages, organizes, and conducts client meetings when necessary. Manage carrier changes with the client and ensures all necessary documentation (paper or electronic) is completed accurately and timely. Key contributor of the critical path work for clients: Identify opportunities for cross-sell and up-sell of other HUB products and services. Oversees open enrollment assistance and communications. Manage new client or new line of coverage implementation. Stays abreast of changes in the insurance industry and other external conditions that may impact clients. Manage open items log - ensure outstanding items closed in timely manner. May travel for client meetings up to 25% of the time. REQUIREMENTS: Work Experience: 2 - 5 years of applicable Employee Benefits experience. Strong ability to listen, discern, and prioritize with clients, colleagues and carrier representatives based on a thorough understanding of relevant issues. Adapt to situations requiring the precise attainment of set limits, tolerances, or standards; respond appropriately to changes in the work setting Strong written and oral communication skills Proficiency with Microsoft Office Suite (Word, Excel, Outlook) Ability to utilize and be proficient in broker management systems Strong organizational, problem solving and time management skills Education: Four-year college degree preferred Licensing or certification Requirements Relevant Employee Benefits licenses per state/regional statutes Advanced professional designation highly desirable (e.g. CEBS, GBA, HIA, RHU, REBC) Qualifications: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements. Department Account Management & ServiceRequired Experience: 2-5 years of relevant experience Required Travel: NegligibleRequired Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
    $45k-69k yearly est. Auto-Apply 28d ago
  • Condo - Technical Assistant

    Brown & Brown, Inc. 4.6company rating

    Fort Lauderdale, FL job

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Technical Assistant to join our growing team in Fort Lauderdale, FL! The Technical Assistant will work closely with the Commercial Account Manager, Commercial Producers and Commercial Lines Marketing Representatives to service new and existing accounts to achieve Agency sales goals and service standards. How You Will Contribute: * Build and maintain strong customer relationships to support account retention and client satisfaction. * Collect updated client information annually to assist with policy renewals and marketing efforts. * Provide day-to-day client service including handling endorsements, cancellations, certificates, and other policy changes. * Assist in analyzing client exposures and recommending appropriate coverage adjustments. * Review and verify the accuracy of policies, endorsements, quotes, and audits provided by carriers. * Prepare and compile marketing and underwriting data such as loss runs and MVRs. * Gain and apply knowledge of Commercial Lines procedures, carrier systems, underwriting guidelines, and agency automation tools. * Issue key documents including binders, certificates of insurance, ID cards, and invoices. * Collaborate with account managers to resolve service issues and discrepancies, such as omitted items and commissions. * Maintain attendance, follow agency procedures, and engage in ongoing professional development. Licenses and Certifications: * 440 or 220 License (preferred) (must be obtained within a year of employment) Skills & Experience to Be Successful: * High School Degree required. * At least two years of insurance experience (preferred) * Completion and evidence of skills as outlined by Commercial Management. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: * Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance * Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement * Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services * Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".
    $23k-40k yearly est. Auto-Apply 7d ago
  • Associate Underwriter

    Brown & Brown, Inc. 4.6company rating

    Orlando, FL job

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Braishfield Associates, a division of Hull & Company, LLC, is a member of Bridge Specialty Group, and we are seeking an Associate Underwriter/Underwriter In Training to join our team in Orlando, FL. The primary responsibility of this role is to review new and renewal insurance applications to evaluate, classify, and rate risks for insurance and accept or rejects applications. We have "teammates", not "employees", and our teammates make all the difference in our success. Who We Are: Since 1984, Braishfield has provided a wide variety of commercial and personal products from the top specialty carriers in our business. Thanks to our successful relationships with many of the finest retail agents & brokers in America, we have grown into one of the largest companies of our kind. We are guided by strong ethics, honesty & professionalism. Our goal is to deliver specialty insurance products that retail agencies need at the most competitive terms, with financially sound carriers, on a timely basis. Who You Are: You believe in working as a team and thrive in fun and collaborative environments. You have a client-focused attitude and value the importance of relationships, professionalism, and trust. You set goals high and aim higher. You have solid communication skills. You are detail oriented and organized. You enjoy learning new skills, systems, processes, and procedures. You are a great listener and are not afraid to ask questions. You believe that learning is vital to success. You want to win! How You Will Contribute * Build, expand and solidify relationships with clients and lead appropriate resources to address client needs, including risk and resolution of underwriting or policy issues. * Develop and successfully acquire new business revenue from new and existing clients. * Obtain prospects and actively pursue and create interest by telephone calls or making agency visits. * Examines such documents as application forms, inspection reports, insurance maps, and medical reports to determine degree of risk from such factors as applicant financial standing, age, occupation, accident experience, and value and condition of property. * Work with Underwriter, ensuring that all required information is obtained, proper applications are completed, quotes, and binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made, and taxes paid in accordance with appropriate state laws. * Work with Underwriter when reviewing risks submitted by agents, rate submissions for premium and terms, issue written binders. * Review indications, quotes, binders, submissions and policies for completeness and high degree of accuracy. * Careful review of inspections used to obtain underwriting information, quote rates, or adherence to company underwriting guidelines. * Work with the Underwriter to be sure the forms on the policies are the current edition dates used by each Company. * Telephone assistance. This duty involves the ability to answer basic questions an agent may have. * Performs other duties as assigned. Licenses and Certifications: * 2-20 License (within 90 days of employment) Skills & Experience to Be Successful * Bachelor's degree from Four-Year College or University (preferred) * Sales & Production driven mentality * Proficient with MS Office Suite * Exceptional telephone demeanor * Ability to maintain a high level of confidentiality * Must be detail oriented and possess the ability to multi-task * Commitment to excellent customer service * Ability to effectively work well with others * Be a Team Player with a Positive Attitude #LI-AK1 Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: * Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance * Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement * Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services * Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".
    $36k-57k yearly est. Auto-Apply 4d ago

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