Remote Broker Assistant: Insurance Ops & Client Support

Insurance Office Of America; Gainesville (GA); Hybride; USD 29 000 - 33 000; Plein temps

Avantages offerts par ce poste

Company-paid health insurance

401K with employer match

Paid holidays, vacations, and sicktime

Employee stock plan participation

Professional growth opportunities

Résumé du poste

Insurance Office of America (IOA)–USA Telecom Insurance (USAT) seeks a Broker Assistant to support broker teams, manage policy processes, and handle client service tasks. This role is fully remote for those in the Eastern Time Zone and based out of Gainesville, GA, with responsibilities spanning data entry, pipeline management, and correspondence handling.

The ideal candidate has 1+ years of insurance experience or 2+ years in customer service, solid MS Office skills, and strong organizational

Qualifications

• 1+ years industry experience or 2+ years customer service.
• Thorough knowledge of insurance brokerage and client needs.
• Active licensing or ability to obtain license.
• Strong analytical, problem-solving and decision-making skills.
• Exceptional customer service, communication, multitasking and organizational skills.
• Proficiency in MS Office (Outlook, Word, Excel).

Responsabilités

• Support accounts to meet production, quality and service expectations.
• Deliver outstanding customer service with professional communication.
• Assist in appointing new retail agents and brokers as directed.
• Manage intake of new business submissions and set up accounts in Epic.
• Maintain new business pipeline spreadsheet with Broker.
• Assist renewal process, send renewal letters and schedule activities.
• Process policy transactions including new/renewals and midterm changes.
• Manage USAT email inboxes and log submissions timely.
• Provide marketing support and process policy invoicing accurately.
• Data management in agency management system; ensure accuracy.
• Monitor action items and Epic activities for timely completion.
• Identify and rectify simple billing issues; escalate complex ones.
• Ensure compliance with USAT guidelines and pursue training.

Connaissances

Customer service

Analytical skills

Problem solving

Communication

Multitasking

Organizational skills

Formation

High School Diploma

Active insurance license

Outils

MS Office

Outlook

Word

Excel

Description du poste

Insurance Office of America (IOA)–USA Telecom Insurance (USAT) seeks a Broker Assistant to support broker teams, manage policy processes, and handle client service tasks. This role is fully remote for those in the Eastern Time Zone and based out of Gainesville, GA, with responsibilities spanning data entry, pipeline management, and correspondence handling.

The ideal candidate has 1+ years of insurance experience or 2+ years in customer service, solid MS Office skills, and strong organizational