Job Description:
Title: Rating Marketing Support – Shared Services
Work Mode: Fully Remote| Location/Supporting: Longwood, FL office | Experience: Previous commercial lines experience. Previous commercial rating experience. License highly preferred.
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: 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.
Founded in 1988 with the idea that professional client service provided by knowledgeable, caring, and passionate people makes for a winning combination, IOA has grown into a family of companies anchored by one of the largest privately held insurance brokerages in America. Whether working at our home office in suburban Orlando, FL, or one of our 60 offices in the U.S. and United Kingdom, or in one of our subsidiaries, the growth of IOA to over 1,300 associates—and we’re still growing—is a testament to our belief that great things start with great people.
Here at IOA, we are driven by our mission and core values. We work hard, but we have fun too. Workplace ideals like leading by serving, work-life balance, and giving back to our community aren’t just like clichés here; they are a part of who we are. We believe in helping people grow and develop so they can achieve their professional goals. When you join the IOA team, you truly become a partner in our shared success.
If being part of a team that’s committed to world-class service sounds exciting to you, please check out our current job openings or drop an email to one of our company recruiters. You also can keep in touch by signing up for our Talent Community or by following us on Twitter. No matter how you choose to connect, we hope to hear from you.