Retention Specialist - Personal Lines (Remote)

Community Options, Inc.; Florida; Remote; USD 50,000 - 80,000; Full time

Job summary

Community Options, Inc. is seeking a Personal Lines Retention Specialist to manage client service and communication in Longwood, FL. The ideal candidate will oversee insurance policy renewals, client claims, and team development, ensuring excellence in client interactions and service delivery while maintaining compliance with state regulations.

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 and career progression opportunities

Supportive teammates and a rewarding work environment

Qualifications

• 5+ years of personal lines experience managing books of business.
• State required active licensing toward insurance.
• Exceptional customer service and communication skills.

Responsibilities

• Manage administrative processes for client insurance policies.
• Mentor and train team members for professional growth.
• Work collaboratively with underwriters to address customer needs.

Skills

Customer service

Communication

Multi-tasking

Organizational

Decision-making

Attention to detail

Education

High School diploma or equivalent

Tools

MS Office

Job description

Retention Specialist - Personal Lines (Remote)

Retention Specialist - Personal Lines (Remote)

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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: Personal Lines Retention Specialist

Remote (Florida candidates)

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. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations

About the Role:Responsible for overseeing client service and communication, ensuring excellence in every interaction. Duties include managing administrative processes for client insurance policies such as renewals, invoicing, policy reviews, and claims assistance. The role also involves mentoring and training team members, fostering their professional growth and development.

Key Responsibilities

• Book of Business Management: Maintain records, review and bind renewals, remarket, quote, and bind additional lines of business.
• Client Protection: Ensure clients' assets are protected through comprehensive insurance products and eliminate coverage gaps.
• Underwriter Collaboration: Work with underwriters to find creative solutions for customer needs.
• Report Monitoring: Track expiration, past due renewals, and A/R reports to ensure timely servicing.
• Invoicing: Create and distribute client invoicing for new business, renewals, and premium-bearing endorsements; collect outstanding balances.
• Claims Assistance: Facilitate client claims processes as needed.
• Performance Monitoring: Ensure productivity, efficiency, quality, and service standards are met; recommend corrective actions when appropriate.
• Supervisor Communication: Maintain transparent communication with supervisor regarding obstacles and performance expectations; seek and implement performance coaching.
• Sales Collaboration: Work with commercial sales personnel to develop solutions for mutual clients.
• Carrier Relationships: Develop and maintain positive carrier relationships.
• Training Support: Assist with initial/new hire and ongoing training within the team.
• Policy Review: Review all policies, identify discrepancies, and direct necessary changes.
• Team Communication: Maintain frequent, transparent communication with team members regarding client service and policy administration activities.
• Professional Development: Encourage and participate in ongoing growth and professional development of all operations personnel within the team.
• Automation System Maintenance: Maintain agency automation system to ensure accuracy and currency of data.
• Champion IOA core values and demonstrate integrity and leadership.
  
  

Ideal Candidate Qualifications

• 5+ years of personal lines experience managing books of business
• State required active licensing
• Exceptional customer service and communication skills
• Strong multi-tasking, organizational, delegation, and decision-making skills
• High accuracy in handling large work volumes
• 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

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Insurance

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