Service Advisor

Insurance Office of America; Florida; Remote; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Personal Lines Service Advisor to manage client service activities and enhance sales opportunities. This fully remote role is ideal for a candidate with a strong background in personal lines insurance and exceptional customer service skills. You'll be responsible for maintaining client relationships, processing payments, and supporting claims, all while upholding the company's core values. Join a supportive team that values professional growth and work/life balance, and enjoy a competitive salary with comprehensive benefits.

Benefits

Company-paid health insurance

Paid holidays

401K with employer match

Stock plan participation

Opportunities for professional growth

Inclusive culture

Work/life balance

Community service involvement

Qualifications

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

Responsibilities

• Manage an assigned book of business, meeting performance standards.
• Identify opportunities to extend coverage during service tasks.

Skills

Customer Service

Organizational Skills

Multitasking

Decision-Making

Education

High School Diploma

College Degree

Tools

MS Office Suite

Job description

Join to apply for the Service Advisor role at Insurance Office of America.

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA specializes in property and casualty, employee benefits, personal lines insurance, and risk management solutions, along with insurtech innovation. Headquartered in Longwood, Florida, IOA has over 1,300 associates across more than 60 offices in the U.S. and the U.K. For more information, visit www.ioausa.com.

Job Description

Title: Personal Lines Service Advisor

Fully remote for Florida-based candidates.

About the Role:

The Personal Lines Service Advisor manages client service activities including communication, policy implementation, administrative processes, renewals, and data management, with a focus on sales and retention opportunities.

Key Responsibilities:

1. Book Management: Manage an assigned book of business, meeting performance standards.
2. Coverage Opportunities: Identify opportunities to extend coverage during service tasks.
3. Renewal Engagement: Actively participate in non-renewal and renewal processes.
4. Payment Processing: Handle payments, endorsements, policy reviews, and coverage counseling.
5. Claims Facilitation: Assist with client claims processes.
6. Communication: Maintain transparent communication with supervisors and seek performance coaching.
7. Team Support: Support teammates and ensure service excellence.
8. Service Excellence: Deliver proactive, professional, and prompt service.
9. Performance Improvement: Continuously seek to improve individual and team performance.
10. Core Values: Uphold IOA's core values with integrity and leadership.
11. Schedule Adherence: Follow assigned work schedules.
12. Data Management: Keep the agency system updated and follow up diligently.
13. Licensure Maintenance: Maintain required continuing education credits.

Ideal Candidate Qualifications:

• Insurance license or state-required Personal Lines license (20-44).
• Preferred 2+ years managing personal lines insurance books.
• Ability to obtain licensing in all 50 states.
• Strong decision-making, organizational, and multitasking skills.
• Excellent customer service and team collaboration skills.
• Proficiency in MS Office Suite.
• High School Diploma or equivalent; college degree preferred.

What We Offer:

• Competitive salary and bonuses.
• Company-paid health insurance.
• Paid holidays, vacations, and sick leave.
• 401K with employer match.
• Stock plan participation.
• Opportunities for professional growth.
• Inclusive culture and work/life balance.
• Community service involvement.
• Supportive team environment.

Application Process:

• 30-minute phone screen, online assessments, and interviews.

IOA is an equal opportunity employer committed to diversity and inclusion.