Service Advisor

Community Options, Inc.; Oldsmar (FL); Remote; USD 45,000 - 60,000; Full time

Job summary

A leading company in the insurance brokerage industry is seeking a Personal Lines Service Advisor, fully remote for Florida-based candidates. The role entails managing client service, policy implementation, and administrative tasks while focusing on customer satisfaction and identifying sales opportunities. Ideal candidates will have the necessary insurance licensure and experience in personal lines, offering strong decision-making and customer service skills.

Benefits

Competitive salary and bonuses

Company-paid health insurance

Paid holidays, vacations, sick leave

401K with employer match

Stock plan participation

Career growth opportunities

Respectful work environment

Qualifications

• Minimum insurance license or state-required Personal Lines license (20-44).
• Preferred 2+ years experience managing personal lines insurance books.
• Ability to obtain licensing in all 50 states.

Responsibilities

• Manage assigned book of business, meeting performance standards for production, quality, and service.
• Identify coverage extension opportunities.
• Assist with client claims processes.

Skills

Decision-making

Multitasking

Organizational skills

Customer service

Education

High School Diploma or equivalent

College degree preferred

Tools

MS Office

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

Title: Personal Lines Service Advisor

Fully remote for Florida based 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:

The Personal Lines Service Advisor handles client service activities including client communication, policy implementation, administrative processes, renewals, policy review, and data management, as well as identifying sales and retention opportunities.

Key Responsibilities

• Manage assigned book of business, meeting performance standards for production, quality, and service.
• Identify coverage extension opportunities during daily service tasks.
• Engage in the renewal process and non-renewal communication.
• Process payments, endorsements, and perform policy reviews and coverage counseling.
• Assist with client claims processes.
• Maintain transparent communication with supervisors and seek performance coaching when needed.
• Support team operations and cover for teammates as needed.
• Deliver excellent, proactive customer service aiming for first call resolution.
• Continuously seek performance improvements and adopt best practices.
• Uphold IOA core values with integrity and leadership.
• Adhere to work schedules and update management systems diligently.
• Maintain insurance licensure through continuing education.

Ideal Candidate Qualifications

• Minimum 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, multitasking, organizational, and customer service skills.
• Proficiency in MS Office.
• High School Diploma or equivalent; college degree preferred.

What We Offer

• Competitive salary and bonuses.
• Company-paid health insurance.
• Paid holidays, vacations, sick leave.
• 401K with employer match.
• Stock plan participation.
• Career growth opportunities.
• Respectful, balanced work environment and community involvement.

Application Process

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

Insurance Office of America is an equal opportunity employer committed to diversity and inclusion. For more information, visit https://www.ioausa.com/.