Account Coordinator - Personal Lines

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 Account Coordinator 

(Hybrid 1-2 days preferred, but open to fully remote for Florida residents) | (Location/Based out of Longwood, FL) | Experience: Quoting and Binding Personal Lines Policies 
 
About the Role: Responsible for implementation of and/or assisting with the Account Team activities, including client service and communication; client insurance policy administrative processes, while maintaining individual productivity, quality, and service levels. Resolves basic and routine administrative and customer service problems directly and refers complex inquiries to more senior staff. 

 
Key Responsibilities: 

• Task Processing: Accurately process tasks such as issuing Auto ID cards, proofs of insurance, policy endorsements, carrier audits, cancellations/reinstatements, and check requests. 

• Billing Reconciliation: Assist in identifying and reconciling inaccuracies in account billings. 

• New/Renewal Business Support: Support Account Managers in new and renewal business workflows. 

• Sales Opportunities: Actively seek to grow IOA business by identifying and acting on sales opportunities. 

• Data Management: Maintain agency automation system to ensure data accuracy and currency. 

• Policy Schedules: Prepare and maintain accurate schedules of policies and coverages. 

• Action Items: Monitor and maintain pending action items, ensuring timely completion. 

• Administrative Tasks: Participate in processing proofs of insurance, endorsements, cancellations, and reinstatements. 

• Communication: Maintain frequent, transparent communication with Producers, Account Executives, Account Managers, or Operations Team Leaders. 

• Claims Assistance: Assist with the facilitation of client claims processes as needed. 

• Carrier Relationships: Develop and maintain positive carrier relationships. 

• Prioritization: Prioritize, analyze, evaluate, and multi-task effectively. 

• Champion IOA core values and demonstrate integrity and leadership. 

 
Ideal Candidate Qualifications: 

• Personal Lines insurance industry experience preferred, OR 2+ years of related experience in customer service 

• State required active licensin