At SimplyIOA, we're driven by our mission and core values. We work hard, but we have fun too. Workplace ideals like leading by serving, work/family life balance, and giving back to our community aren't just clichés here - they're a part of who we are. We believe in helping people grow, develop and achieve their professional goals, so when you join the SimplyIOA team you truly become a partner in our shared success.

About Us
We are SimplyIOA, a national insurance agency based in Lake Mary, FL, brought to you by
Insurance Office of America (IOA), the fourth largest privately held insurance brokerage in the
United States.

Driven by our mission to simplify insurance, we have partnered with over 70 trusted and
respected insurance providers, including Allstate, Progressive, Travelers, and Nationwide, to
create an omnichannel insurance quote comparison and purchase experience for customers.

We know how important family is, and we always put people first. We understand that life can
be challenging sometimes, so we assure you that we are here to support you in any way we
can. We don't just talk about a work-life balance, giving back, and leading by serving; they are a
part of who we are.

We care for our employees
We nurture expertise and invest in training to help employees thrive. You are more than just
policies and forms; you protect people's lives and dreams.

We serve our customers

We listen, understand, and provide exceptional service to simplify our customers' lives and save
them time, effort, and money when they shop for insurance.

We give to our communities

We are passionate about positively impacting the communities we serve and improving the
places we call home. We are committed to leaving a legacy of kindness.

SimplyIOA is an Equal Opportunity Employer.

Job Description:

JOB SUMMARY:

Handles a high volume of sales opportunities from various lead sources and partners. Counsel coverage and offer multiple product lines to clients in order to close business and meet or exceed monthly business goals and objectives. Diligently updates our CRM to stay current on leads and follow up.

ESSENTIAL FUNCTIONS:
• Responsible for devising creative solutions to meet client needs as to coverage and costs.
• Actively seeks to grow the SimplyIOA Personal Lines Direct Sales Division business.
• Owns the entire top of funnel pipeline, including identifying and acting on sales opportunities.
• Manages new business, including:
• Conducting client research and gathering all necessary information to ensure proper coverage.
• Perform any necessary or requested online rating.
• Preparing complete, accurate submission applications and submitting them to carriers.
• Evaluating coverage and pricing.
• Generating and presenting quote proposals.
• Binding coverages.
• Qualifies leads and converts them into sales opportunities.
• Maximizes opportunities by cross selling/bundling any available lines of business.
• Make necessary follow-ups to ensure no lost opportunities.
• Keeps CRM current with updated notes on sales progression.
• Contacts underwriter and submits forms when necessary to obtain Evidence of Insurance.
• Ensures that policy requirements are fulfilled, including the completion of appropriate forms.
• Selects a company that offers the type of coverage requested by the client to underwrite the policy.
• Attends in-house meetings, seminars, and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts. Participates in ongoing growth and professional development.
• Actively always promotes SimplyIOA culture and a positive work environment, including participation in team-building and other activities.
• Maintains frequent and transparent communication regarding individual performance and activities with supervisor, and seeks, accepts, and implements performance coaching.
• Customizes insurance programs to suit individual customers, often covering a variety of risks.
• Under the direction of a Personal Lines Direct Sales Supervisor, the employee will meet all performance requirements, including production, quality, service, and ensuring that no liability associated with errors and omissions occur.
• Delivers outstanding client service at all times, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to any sales related requests.
• Complies with all company work rules, standards, and policies and procedures.
• Maintains a high degree of technical competence and industry/market expertise.
• Ensures professional skills are continuously improved by actively participating in internal/external development opportunities.
• Develops and maintains positive, productive relationships with SimplyIOA leadership, peers, co-workers, teammates, and employees.
• Regular and consistent attendance is expected and is a necessary component of the job.
• Will be required to maintain Continuing Education Credits to maintain active status level of insurance licensure.
• Adhering to assigned work schedule to ensure availability for our clients.
• Perform other duties as assigned.

NON-ESSENTIAL FUNCTIONS:
• General office support/administration when requested or assigned
• Manages incoming mail, faxes, and other correspondence
• Back-up for teammates as needed, covering for others in their absence and ensuring overall team service excellence
• Participates in training, mentoring, and ongoing professional development of the administrative team, account assistant, and or new hire.
• Lifting and carrying large equipment/boxes over 5 lbs.
• Bending and stooping to utilize necessary office equipment
• Participating in team-building and other activities

QUALIFICATIONS AND EXPERIENCE:
• High School Diploma (or equivalent) required.
• Valid Property and Casualty license with the ability to obtain licensing in all 50 states
• Must possess outstanding verbal/written communication skills.
• Must possess strong presentation and negotiation skills.
• Must have office equipment experience and be PC and internet proficient.
• Must have exceptional customer service skills.
• Excellent multi-tasking, organizational, delegation, and decision-making skills.
• Ability to perform large work volumes with high degrees of accuracy.
• Ability to work independently and in a team environment.
• Ability to adapt to changing work environment.
• Be of exceptional personal character.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• Work is performed in a temperature-controlled office environment or travel via vehicle
• While performing the duties of this job, the employee is required to walk, sit, and stand at various intervals throughout the day.
• The employee will occasionally lift and or carry up to 25 lbs.
• Employee may use a computer, phone, copier, and other office equipment in the course of a day.
• While performing the duties of this job, the employee is occasionally required to use hand to handle, touch and use tools, reach with hands and arms, bend, stoop, twist, lift, reach, push, pull, grasp, balance, talk, hear, and ambulate during the course of employment.
• Specific vision ability required by the job include close vision, distance vision, peripheral vision, depth perception and an ability to adjust focus.
• Employee may be required to travel for business purposes.

WORK ENVIRONMENT:

Work environment characteristics described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. While performing this job, the employee is exposed to weather conditions prevalent at the time. This may include warm, hot, or cold temperatures. The noise level in the work environment should be moderate most of the time.

WORK SCHEDULE:

Employee will be required to work the agreed-upon hours presented in the offer letter. Schedule may vary based on business demands and may require a combination of office hours as well as work performed after hours and / or weekends.

https://www.simplyioa.com/