Broker Assistant

Community Options, Inc.; Charleston (SC); Remote; USD 40,000 - 60,000; Full time

Job summary

Community Options, Inc. seeks a Broker Assistant for their USA Telecom Insurance division. The role requires supporting accounts, managing insurance processes, and maintaining high service levels. Ideal candidates will have strong customer service skills and knowledge of insurance brokerage. Join an empowering team dedicated to quality service.

Benefits

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 opportunities

Community service commitment

Qualifications

• 1+ years industry experience or 2+ years in customer service.
• Strong analytical and decision-making skills.
• Ability to handle high work volumes with accuracy.

Responsibilities

• Support accounts and maintain service levels while preventing errors.
• Manage policy transactions and conduct data entry accurately.
• Deliver exceptional customer service with timely responses.

Skills

Customer service

Problem-solving

Communication

Multitasking

Organizational skills

Education

High School Diploma or equivalent

Tools

MS Office

Job description

3 days ago Be among the first 25 applicants

Description

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.

Description

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.

Job Description

Title: Broker Assistant – USA Telecom Insurance (USAT)

Work Mode: Fully Remote for those residing in the Eastern Time Zone | Location/based out of Gainesville, GA

About the Role: USA Telecom Insurance (USAT), a subsidiary of Insurance Office of America (IOA), is an MGA program selling and servicing telecom-related accounts through retail agents and brokers. The Broker Assistant works under the direction of the USAT Broker, resolving non-complex customer service issues and escalating complex ones. Responsibilities include client/agent service, maintaining productivity, quality, and service levels, managing insurance policy processes, data entry, correspondence management, account team communication, professional development, and general office support.

Key Responsibilities

• Support Accounts: Assists in supporting accounts, meeting performance requirements for production, quality, and service, ensuring no liability from errors and omissions.
• Customer Service: Delivers outstanding customer service, maintaining frequent and professional communication, and responding quickly to service requests.
• Work Ethic: Demonstrates a strong work ethic, positive attitude, and willingness to assist others.
• Agent Appointment: Assists in appointing new retail agents and brokers as directed by Broker.
• New Business Submissions: Manages intake of new business submissions, setting up accounts in Epic, qualifying submissions, and ensuring timely receipt of loss runs.
• Pipeline Management: Maintains new business pipeline spreadsheet with Broker.
• Renewal Process: Assists Broker with renewal process, gathering necessary information, sending renewal letters, and setting up renewal activities based on SOP timeframes.
• Policy Transactions: Processes policy transactions accurately and within required timeframes, including new and renewal policies, midterm changes, audits, cancellations, reinstatements, and Agent of Record changes.
• Email Management: Manages USAT email inboxes, forwarding emails to appropriate individuals and logging submissions timely.
• Marketing Support: Provides administrative support for marketing efforts, preparing and issuing policy binders, and processing policy invoicing accurately.
• Correspondence Management: Manages incoming mail, faxes, and other correspondence.
• Data Management: Maintains agency management system, ensuring data is complete, clearly presented, accurate, and up-to-date.
• Action Items: Monitors and maintains pending action items (Epic activities), ensuring completion within required timeframes.
• Billing Issues: Identifies and rectifies simple policy billing issues, referring complex issues to Broker.
• Performance Monitoring: Monitors individual performance to ensure productivity, efficiency, quality, and service standards are met, taking corrective actions when required.
• Compliance and Development: Ensures compliance with USAT program guidelines and standard operating procedures and grows technical competence and industry knowledge through training and professional development.
  
  

Ideal Candidate Qualifications

• 1+ years of industry experience or equivalent education; or 2+ years of related experience in customer service
• Thorough knowledge of insurance brokerage and client needs
• Required active licensing or ability to obtain
• Strong analytical, problem-solving, and decision-making skills
• Exceptional customer service, communication, multitasking, and organizational skills
• Ability to perform large work volumes with high degree of accuracy
• 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)
  
  

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

https://www.ioausa.com/

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Insurance

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