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:

Title: Sales Support - Personal Lines

Fully remote for Florida based candidates.

About the Role: Responsibilities for IOA Sales Support in the Personal Lines department include providing administrative support to all branch/team personnel, meeting performance requirements, production, quality, and service while maintaining established industry and company guidelines. The role involves managing incoming phone calls, processing payments and cancellations, handling non-premium/coverage bearing endorsements, scheduling conference rooms, and performing clerical duties. The specialist assists the assigned team in handling recurring, narrowly defined customer service tasks.

Key Responsibilities:

• Client Service: Deliver outstanding client service at all times, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to any service requests.
• Administrative Support: Provide administrative support to all branch/team personnel, including processing cancellations, reinstatements, payment processing, and administrative endorsement requests (in situations where no license is required).
• Phone Management: Answer questions, provide support, or triage incoming calls.
• Carrier Reporting: Monitor daily carrier reporting and activities.
• Team Backup: Act as back-up for teammates as needed, covering for others in their absence and ensuring overall team service excellence.
• Process Improvement: Constantly look for, recommend, and implement process improvements and best practices to improve individual, team, and organizational effectiveness.
• Performance Communication: Maintain frequent and transparent communication regarding individual performance and activities with supervisor, and seek, accept, and implement performance coaching.
• Claims Support: Work effectively with personal lines teams, seeking input and developing win-win solutions to any claims-related process, service, quality, or productivity issues; this includes identifying and understanding insurance-related forms of communication.
• Compliance: Comply with all company work rules, standards, and policies and procedures at all times.
• Technical Competence: Establish an understanding of technical competence and industry/market terms and programs.
• Policy Management: Download policy documents from carrier websites, review new policy checklists, and follow through to completion.
• Renewal Notices: Assist with sending out renewal notices.
• ID Cards: Generate client auto ID cards, evidence of insurance, or binder requests.
• Endorsements: Process endorsements to update effective dates, change mortgagees, update addresses, or any personal contact information.
• Cancellations: Handle all cancellation requests initiated by the insured and notices of cancellations due to non-payment.
• Office Supplies: Monitor and order office supplies.
• Mail Management: Perform administrative and general office duties, including processing/distributing incoming and outgoing mail and mailing out policy packets for clients.

Ideal Candidate Qualifications:

• High School Diploma (or equivalent)
• Exceptional administrative, multitasking, and organizational skills
• Outstanding communication and customer service skills
• PC Proficiency including basic MS Office knowledge (Outlook, Word, Excel)

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)

https://www.simplyioa.com/