Service Advisor

Insurance Office of America; Boca Raton (FL); Remote; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Personal Lines Service Advisor to enhance client service activities. This fully remote role is ideal for Florida-based candidates and involves managing client communications, implementing insurance policies, and identifying sales opportunities. The ideal candidate will have a strong background in personal lines insurance, exceptional customer service skills, and proficiency in MS Office. Join a supportive team dedicated to delivering excellence and fostering a respectful culture that values work-life balance and professional growth.

Benefits

Company-paid health insurance

Paid holidays and vacations

401K with employer match

Employee stock plan participation

Professional growth opportunities

Work/family life balance

Community service commitment

Qualifications

• Minimum insurance license or state required Personal Lines license (20-44).
• Preferred 2+ years of personal lines insurance experience managing books of business.

Responsibilities

• Manages an assigned book of business, ensuring quality service and performance.
• Processes payments, completes endorsements, and facilitates policy reviews.

Skills

Personal Lines Insurance

Customer Service

MS Office Proficiency

Decision-Making Skills

Organizational Skills

Education

High School Diploma

College Degree

Tools

Agency Management System

MS Outlook

MS Word

MS Excel

Job 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:

Fully remote for Florida based candidates.

About the Role : Personal Lines Service Advisor is responsible for SimplyIOA client service activities including overall client service and communications; implementation of client insurance policies, related administrative processes, tracking renewals, new policy set-up, policy review, and policy data management/entry; identification for sales and retention opportunities.

Key Responsibilities:

Book Management: Manages an assigned book of business, meeting all performance requirements regarding production, quality, and service.

Coverage Opportunities: Seeks to extend SimplyIOA coverage opportunities related to daily service tasks.

Renewal Engagement: Remains actively engaged in the client’s non-renewal and policy renewal process.

Payment Processing: Processes payments, completes endorsements, facilitates thorough policy reviews, and fulfills fiduciary duties when providing coverage counseling.

Claims Facilitation: Assists with the facilitation of client claims processes as needed.

Communication: Maintains frequent and transparent communication with the supervisor regarding any obstacles and issues affecting the ability to meet performance expectations and seeks , accepts, and implements performance coaching.

Team Support: Acts as a backup for teammates as needed, covering for others in their absence and ensuring overall team service excellence.

Service Excellence: Delivers excellent service, including proactively anticipating needs, maintaining frequent and professional communication, and responding quickly to service requests, striving towards a first call resolution outcome.

Performance Improvement: Continually seeks to improve individual and team performance, including identifying , communicating, and adopting best practices.

Core Values: Lives and champions SIMPLYIOA/IOA core values, demonstrating the highest level of personal character, integrity, and servant leadership.

Schedule Adherence: Adheres to assigned work schedule to ensure availability for clients.

Data Management: Diligently updates the Agency Management system and stays up to date with follow-ups.

Licensure Maintenance: Maintains Continuing Education Credits to keep insurance licensure active.

Ideal Candidate Qualifications:

Minimum insurance license OR state required Personal Lines license (20-44)

Preferred 2 + years of personal lines insurance experience managing books of business

Ability to obtain licensing in all 50 states

Exceptional decision-making, delegation , multi - tasking, and organizational skills

Outstanding team player and customer service skills

Ability to perform large work volumes with accuracy

Proficiency in MS Office (Outlook, Word, Excel)

High School Diploma (or equivalent) ; College Degree desirable

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.