Insurance Office of America

Manage client accounts, lead the account team, track renewals, perform compliance audits, and identify sales opportunities. | 5+ years industry experience, active licensing, strong customer service and communication skills, organizational ability, and MS Office proficiency. | Job Description: Title: Senior Account Manager – Employee Benefits Work Mode: Remote with some occasional travel (Florida Only)| Location/Supporting: Tampa, FL | Experience: Level-Funded and Self-Funded Plans / Bilingual Required (Spanish/ English) 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 as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Responsible for IOA Benefits Account Management activities under Producer direction. Responsibilities include client service and communication, team leadership, directing daily tasks and work activities of Account Coordinators, team and individual productivity, quality, and service levels, implementation of client benefits administrative processes, tracking, renewals, new client setup, data management/entry, Producer communication, team and individual professional development, performing compliance audits and notices to clients, identification of sales opportunities, and upholding IOA core values. Key Responsibilities: Client Management: Manage book of business, meeting performance requirements and ensuring no liability. Client Service: Deliver outstanding service, anticipate needs, and respond quickly. Team Leadership: Lead the account team with a strong work ethic and positive attitude. Daily Activities: Direct daily activities of Account Coordinators, assign tasks, and monitor execution. Business Growth: Identify and act on sales opportunities to grow IOA business. New Business Setup: Manage new business setup, including data gathering and client file creation. Renewal Process: Manage renewals, verify client data, liaise with clients and carriers, and conduct meetings. Client Relationships: Build and improve client relationships, seek feedback, and implement improvements. Intermediary Role: Advocate for clients and carriers for beneficial outcomes. Value-Added Solutions: Identify and implement value-added solutions for clients. Data Management: Compile, analyze, and report client plan performance data, maintain data accuracy. Carrier Relationships: Develop and maintain positive carrier relationships. Professional Development: Support team training, promote a positive work environment, and seek improvement. Communication: Maintain transparent communication with Producers and team members. Compliance: Ensure adherence to company policies and industry standards. Champion IOA Values: Demonstrate integrity and leadership, championing IOA core values. Ideal Candidate Qualifications: 5+ years of industry experience Required active licensing Exceptional customer service and communication skills Strong 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 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) Salary Range The expected pay range for this position is 90K-110K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. 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.

Manage client accounts, lead teams, ensure compliance, and drive business growth in employee benefits. | 5+ years industry experience, active licensing, bilingual Spanish/English, strong communication and organizational skills. | Job Description Title: Senior Account Manager – Employee Benefits Work Mode: Remote with some occasional travel (Florida Only)| Location/Supporting: Tampa, FL | Experience: Level-Funded and Self-Funded Plans / Bilingual Required (Spanish/ English) 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 as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Responsible for IOA Benefits Account Management activities under Producer direction. Responsibilities include client service and communication, team leadership, directing daily tasks and work activities of Account Coordinators, team and individual productivity, quality, and service levels, implementation of client benefits administrative processes, tracking, renewals, new client setup, data management/entry, Producer communication, team and individual professional development, performing compliance audits and notices to clients, identification of sales opportunities, and upholding IOA core values. Key Responsibilities • Client Management: Manage book of business, meeting performance requirements and ensuring no liability. • Client Service: Deliver outstanding service, anticipate needs, and respond quickly. • Team Leadership: Lead the account team with a strong work ethic and positive attitude. • Daily Activities: Direct daily activities of Account Coordinators, assign tasks, and monitor execution. • Business Growth: Identify and act on sales opportunities to grow IOA business. • New Business Setup: Manage new business setup, including data gathering and client file creation. • Renewal Process: Manage renewals, verify client data, liaise with clients and carriers, and conduct meetings. • Client Relationships: Build and improve client relationships, seek feedback, and implement improvements. • Intermediary Role: Advocate for clients and carriers for beneficial outcomes. • Value-Added Solutions: Identify and implement value-added solutions for clients. • Data Management: Compile, analyze, and report client plan performance data, maintain data accuracy. • Carrier Relationships: Develop and maintain positive carrier relationships. • Professional Development: Support team training, promote a positive work environment, and seek improvement. • Communication: Maintain transparent communication with Producers and team members. • Compliance: Ensure adherence to company policies and industry standards. • Champion IOA Values: Demonstrate integrity and leadership, championing IOA core values. Ideal Candidate Qualifications • 5+ years of industry experience • Required active licensing • Exceptional customer service and communication skills • Strong 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 • 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) Salary Range The expected pay range for this position is 90K-110K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Manage commercial business accounts focusing on retention, new business support, and administrative coordination. | Requires 3 years account management or 5 years insurance experience, property & casualty license, and MS Office proficiency. | Job Description: Title: Account Manager - Commercial Lines Hybrid Preferred: 1 day out of the Binghamton, or Syracuse, NY office OR Fully Remote (candidates residing in EST or CST zones) Supporting: Binghamton and Syracuse, NY offices Book Focus: Construction / Contractors along w/ General, Habitational, Manufacturing, Property, Telecom 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 as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Key Responsibilities: Technical Competence: Maintain technical competence and industry expertise. Team Leadership: Direct daily activities of the account management team. Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. Policy Management: Manage policy expirations and renewals. Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance: Stay updated on company policies and procedures. Continuous Improvement: Seek and adopt best practices to improve individual and team performance. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 3+ years of account management experience, or 5+ years in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active property & casualty licensing; professional designation (CIC or equivalent) preferred Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communication, multitasking, and organizational skills 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 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) Salary Range The expected pay range for this position is $65,000.00 to $80,000.00 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. 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.

Lead and oversee Account Management staff to ensure performance, compliance, and service excellence. | 5+ years industry experience or 7+ years in sales/marketing/relationship management with insurance brokerage knowledge and active licensing. | Job Description: Title: Operations Supervisor – Commercial Lines Work Mode: Remote (South Eastern US only) | Location/Supporting: Longwood, FL | Book Focus: General 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 as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: The Operations Supervisor – Commercial Lines is responsible for direct leadership and day-to-day oversight of Account Management staff within the branch. This includes guiding team performance, ensuring compliance with established processes and procedures, maintaining service excellence, supporting staff development, and strengthening operational efficiency. Additionally, this role serves as a senior-level resource for complex client service needs and manages an assigned book of business. Key Responsibilities: Performance Standards: Monitor productivity, efficiency, quality, and service standards. Culture Promotion: Promote IOA culture and support team engagement. Professional Development: Support ongoing staff training and development. Succession Planning: Develop future branch operations leaders. Direct Staff Management: Lead Account Management staff and provide coaching and guidance. HR Management: Ensure compliance with HR policies and processes. Recruitment and Onboarding: Participate in hiring, interviewing, and onboarding. Performance Communication: Deliver evaluations and maintain transparent communication with leadership. Workflow Management: Assign and balance workloads to ensure service continuity. Operational Process Excellence: Implement and enforce processes and best practices. Data Analysis: Monitor and interpret performance data and take action as needed. Data Integrity: Maintain accurate data across agency and carrier systems. Account Management: Manage an assigned book of business. Technical Support: Serve as a subject matter expert for coverage and service questions. Client Relationship Management: Manage client relationships and support renewals and service needs. Policy and Service Administration: Oversee policy administration, placement, billing, claims support, and documentation of accuracy. Renewal and New Business Execution: Lead or support the full renewal and new business process. Service Excellence: Deliver excellent service and proactively anticipate client needs. Culture Promotion: Promote IOA culture and improve engagement. Policy Compliance: Stay updated on company policies and procedures. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 5+ years of industry experience; or 7+ years of sales, marketing or relationship management experience Thorough knowledge of insurance brokerage and client needs Required active licensing Professional designations preferred Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communication, multitasking, and organizational skills 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 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) Salary Range The expected pay range for this position is 105-125K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. 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.

Providing front-line customer service and mechanical maintenance of slot machines. | High school diploma with experience in customer service and mechanical tasks, but no direct IT support experience. | Job Description: Title: Desktop Support Specialist This position is 5 days fully in office at our Longwood, FL office, however, can be hybrid 1-2 days after 90 days based on performance. 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 Desktop Support Specialist plays a vital role in ensuring the smooth operation of end-user technology by providing technical support for desktop systems, software, and peripherals. This position requires strong diagnostic skills, effective communication, and a customer-focused mindset to help internal users remain productive and efficient in their daily work. Key Responsibilities: Technical Support (80%): Provide first-level technical support via phone for desktops, laptops, printers, and related hardware. Software Troubleshooting: Troubleshoot and resolve software issues, including operating systems, Microsoft Office Suite, and other business applications. Hardware Setup: Assist with the setup, configuration, and deployment of new hardware and software for end users. Help Desk Management: Maintain and update help desk tickets, ensuring timely resolution and accurate documentation of issues and solutions. Issue Escalation: Collaborate with IT teams to escalate and resolve complex technical problems. System Maintenance: Perform routine maintenance and updates on desktop systems to ensure optimal performance and security. Remote Support: Support remote users with connectivity, VPN access, and remote desktop tools. User Training: Provide training and guidance to users on best practices and efficient use of technology tools. Asset Management: Maintain inventory of desktop hardware, software licenses, and peripheral equipment. Policy Compliance: Assist in implementing and enforcing IT policies and procedures related to desktop usage and security. Project Support: Participate in IT projects involving desktop rollouts, upgrades, and migrations. Security Compliance: Ensure compliance with company standards and security protocols in all desktop support activities. Documentation: Document technical procedures, troubleshooting steps, and user guides for internal use. Vendor Coordination: Collaborate with vendors and service providers for warranty repairs and technical support. Process Improvement: Contribute to continuous improvement initiatives within the IT support function. Ideal Candidate Qualifications: High school diploma or equivalent required; relevant technical certifications (e.g., CompTIA A+, Microsoft Certified Desktop Support Technician) are a plus. Minimum of 1 year of experience in desktop support or a related IT support role. Proficiency with Microsoft Windows operating systems and Microsoft Office applications. Strong problem-solving skills and the ability to diagnose and resolve technical issues efficiently. Ability to manage multiple tasks and prioritize effectively in a fast-paced environment. Familiarity with help desk ticketing systems and remote support tools. Willingness to adapt to changing technologies and business needs. 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) Salary Range The expected pay range for this position is $19.00 to $21.00 per hour, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. 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.

Manage commercial insurance accounts focusing on retention, new business support, and policy accuracy. | 3+ years account management or 5+ years insurance experience, insurance licensing, MS Office proficiency, CIC preferred. | Job Description: Title: Account Manager - Commercial Lines Work Mode: Remote | Location/Supporting: Longwood, FL | Book Focus: General, Condos, Property 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 as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Key Responsibilities: Technical Competence: Maintain technical competence and industry expertise. Team Leadership: Direct daily activities of the account management team. Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. Policy Management: Manage policy expirations and renewals. Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance: Stay updated on company policies and procedures. Continuous Improvement: Seek and adopt best practices to improve individual and team performance. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 3+ years of account management experience, or 5+ years in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active licensing; professional designation (CIC or equivalent) preferred Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communication, multitasking, and organizational skills 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 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) Salary Range The expected pay range for this position is 65-90K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. 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.

Provide first-level technical support and hardware/software troubleshooting for end users. | High school diploma with at least 1 year of desktop or IT support experience and proficiency in Microsoft Windows and Office. | Description Job Description: Title: Desktop Support Specialist This position is 5 days fully in office at our Longwood, FL office, however, can be hybrid 1-2 days after 90 days based on performance. 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 Desktop Support Specialist plays a vital role in ensuring the smooth operation of end-user technology by providing technical support for desktop systems, software, and peripherals. This position requires strong diagnostic skills, effective communication, and a customer-focused mindset to help internal users remain productive and efficient in their daily work. Key Responsibilities: • Technical Support (80%): Provide first-level technical support via phone for desktops, laptops, printers, and related hardware. • Software Troubleshooting: Troubleshoot and resolve software issues, including operating systems, Microsoft Office Suite, and other business applications. • Hardware Setup: Assist with the setup, configuration, and deployment of new hardware and software for end users. • Help Desk Management: Maintain and update help desk tickets, ensuring timely resolution and accurate documentation of issues and solutions. • Issue Escalation: Collaborate with IT teams to escalate and resolve complex technical problems. • System Maintenance: Perform routine maintenance and updates on desktop systems to ensure optimal performance and security. • Remote Support: Support remote users with connectivity, VPN access, and remote desktop tools. • User Training: Provide training and guidance to users on best practices and efficient use of technology tools. • Asset Management: Maintain inventory of desktop hardware, software licenses, and peripheral equipment. • Policy Compliance: Assist in implementing and enforcing IT policies and procedures related to desktop usage and security. • Project Support: Participate in IT projects involving desktop rollouts, upgrades, and migrations. • Security Compliance: Ensure compliance with company standards and security protocols in all desktop support activities. • Documentation: Document technical procedures, troubleshooting steps, and user guides for internal use. • Vendor Coordination: Collaborate with vendors and service providers for warranty repairs and technical support. • Process Improvement: Contribute to continuous improvement initiatives within the IT support function. Ideal Candidate Qualifications: • High school diploma or equivalent required; relevant technical certifications (e.g., CompTIA A+, Microsoft Certified Desktop Support Technician) are a plus. • Minimum of 1 year of experience in desktop support or a related IT support role. • Proficiency with Microsoft Windows operating systems and Microsoft Office applications. • Strong problem-solving skills and the ability to diagnose and resolve technical issues efficiently. • Ability to manage multiple tasks and prioritize effectively in a fast-paced environment. • Familiarity with help desk ticketing systems and remote support tools. • Willingness to adapt to changing technologies and business needs. 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) Salary Range The expected pay range for this position is $19.00 to $21.00 per hour, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Provide first-level technical support and maintenance for desktop systems and software. | High school diploma with at least 1 year of desktop or IT support experience and proficiency in Microsoft Windows and Office. | Job Description: Title: Desktop Support Specialist This position is 5 days fully in office at our Longwood, FL office, however, can be hybrid 1-2 days after 90 days based on performance. 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 Desktop Support Specialist plays a vital role in ensuring the smooth operation of end-user technology by providing technical support for desktop systems, software, and peripherals. This position requires strong diagnostic skills, effective communication, and a customer-focused mindset to help internal users remain productive and efficient in their daily work. Key Responsibilities: • Technical Support (80%): Provide first-level technical support via phone for desktops, laptops, printers, and related hardware. • Software Troubleshooting: Troubleshoot and resolve software issues, including operating systems, Microsoft Office Suite, and other business applications. • Hardware Setup: Assist with the setup, configuration, and deployment of new hardware and software for end users. • Help Desk Management: Maintain and update help desk tickets, ensuring timely resolution and accurate documentation of issues and solutions. • Issue Escalation: Collaborate with IT teams to escalate and resolve complex technical problems. • System Maintenance: Perform routine maintenance and updates on desktop systems to ensure optimal performance and security. • Remote Support: Support remote users with connectivity, VPN access, and remote desktop tools. • User Training: Provide training and guidance to users on best practices and efficient use of technology tools. • Asset Management: Maintain inventory of desktop hardware, software licenses, and peripheral equipment. • Policy Compliance: Assist in implementing and enforcing IT policies and procedures related to desktop usage and security. • Project Support: Participate in IT projects involving desktop rollouts, upgrades, and migrations. • Security Compliance: Ensure compliance with company standards and security protocols in all desktop support activities. • Documentation: Document technical procedures, troubleshooting steps, and user guides for internal use. • Vendor Coordination: Collaborate with vendors and service providers for warranty repairs and technical support. • Process Improvement: Contribute to continuous improvement initiatives within the IT support function. Ideal Candidate Qualifications: • High school diploma or equivalent required; relevant technical certifications (e.g., CompTIA A+, Microsoft Certified Desktop Support Technician) are a plus. • Minimum of 1 year of experience in desktop support or a related IT support role. • Proficiency with Microsoft Windows operating systems and Microsoft Office applications. • Strong problem-solving skills and the ability to diagnose and resolve technical issues efficiently. • Ability to manage multiple tasks and prioritize effectively in a fast-paced environment. • Familiarity with help desk ticketing systems and remote support tools. • Willingness to adapt to changing technologies and business needs. 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) Salary Range The expected pay range for this position is $19.00 to $21.00 per hour, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Provide first-level technical support and hardware/software troubleshooting to end users. | High school diploma with at least 1 year of desktop or IT support experience and proficiency in Microsoft Windows and Office. | Job Description: Title: Desktop Support Specialist This position is 5 days fully in office at our Longwood, FL office, however, can be hybrid 1-2 days after 90 days based on performance. 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: About the Role: The Desktop Support Specialist plays a vital role in ensuring the smooth operation of end-user technology by providing technical support for desktop systems, software, and peripherals. This position requires strong diagnostic skills, effective communication, and a customer-focused mindset to help internal users remain productive and efficient in their daily work. Key Responsibilities: • Technical Support (80%): Provide first-level technical support via phone for desktops, laptops, printers, and related hardware. • Software Troubleshooting: Troubleshoot and resolve software issues, including operating systems, Microsoft Office Suite, and other business applications. • Hardware Setup: Assist with the setup, configuration, and deployment of new hardware and software for end users. • Help Desk Management: Maintain and update help desk tickets, ensuring timely resolution and accurate documentation of issues and solutions. • Issue Escalation: Collaborate with IT teams to escalate and resolve complex technical problems. • System Maintenance: Perform routine maintenance and updates on desktop systems to ensure optimal performance and security. • Remote Support: Support remote users with connectivity, VPN access, and remote desktop tools. • User Training: Provide training and guidance to users on best practices and efficient use of technology tools. • Asset Management: Maintain inventory of desktop hardware, software licenses, and peripheral equipment. • Policy Compliance: Assist in implementing and enforcing IT policies and procedures related to desktop usage and security. • Project Support: Participate in IT projects involving desktop rollouts, upgrades, and migrations. • Security Compliance: Ensure compliance with company standards and security protocols in all desktop support activities. • Documentation: Document technical procedures, troubleshooting steps, and user guides for internal use. • Vendor Coordination: Collaborate with vendors and service providers for warranty repairs and technical support. • Process Improvement: Contribute to continuous improvement initiatives within the IT support function. Ideal Candidate Qualifications: • High school diploma or equivalent required; relevant technical certifications (e.g., CompTIA A+, Microsoft Certified Desktop Support Technician) are a plus. • Minimum of 1 year of experience in desktop support or a related IT support role. • Proficiency with Microsoft Windows operating systems and Microsoft Office applications. • Strong problem-solving skills and the ability to diagnose and resolve technical issues efficiently. • Ability to manage multiple tasks and prioritize effectively in a fast-paced environment. • Familiarity with help desk ticketing systems and remote support tools. • Willingness to adapt to changing technologies and business needs. 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) Salary Range The expected pay range for this position is $19.00 to $21.00 per hour, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Manage account activities, ensure customer service excellence, and support policy management and renewals. | Requires 3+ years of account management or 5+ years in insurance, with active property & casualty licensing and strong customer service skills. | Description Job Description: Title: Account Manager - Commercial Lines Fully Remote: residents in EST, CST and MST time zones Supporting: Producer Operations Service Team, provides service support to new producers during their first 3-6 months with account management and service, while also providing temporary assistance to other IOA account teams as needed. Book Focus: General, Construction, Transportation 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 as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Key Responsibilities: • Technical Competence: Maintain technical competence and industry expertise. • Team Leadership: Direct daily activities of the account management team. • Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. • Policy Management: Manage policy expirations and renewals. • Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. • Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. • System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. • Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. • Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. • Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. • Policy Compliance: Stay updated on company policies and procedures. • Continuous Improvement: Seek and adopt best practices to improve individual and team performance. • Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: • 3+ years of account management experience, or 5+ years in the insurance industry • Thorough knowledge of insurance brokerage and client needs • Required active property & casualty licensing; professional designation (CIC or equivalent) preferred • Strong analytical, problem-solving, and decision-making skills • Exceptional customer service, communication, multitasking, and organizational skills • 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 • 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) Salary Range The expected pay range for this position is $70K to $90K per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Manage client accounts, ensure retention, support new business, and handle policy administration and renewals. | 3+ years of account management or 5+ years in insurance, active property & casualty license, strong communication and organizational skills. | Description Job Description: Title: Account Manager - Commercial Lines Fully Remote: residents inEST, CST and MST time zones Supporting: Producer Operations Service Team, provides service support to new producers during their first 3-6 months with account management and service, while also providing temporary assistance to other IOA account teams as needed. Book Focus: General, Construction, Transportation 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 as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Key Responsibilities: • Technical Competence: Maintain technical competence and industry expertise. • Team Leadership: Direct daily activities of the account management team. • Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. • Policy Management: Manage policy expirations and renewals. • Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. • Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. • System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. • Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. • Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. • Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. • Policy Compliance: Stay updated on company policies and procedures. • Continuous Improvement: Seek and adopt best practices to improve individual and team performance. • Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: • 3+ years of account management experience, or 5+ years in the insurance industry • Thorough knowledge of insurance brokerage and client needs • Required active property & casualty licensing; professional designation (CIC or equivalent) preferred • Strong analytical, problem-solving, and decision-making skills • Exceptional customer service, communication, multitasking, and organizational skills • 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 • 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) Salary Range The expected pay range for this position is $70K to $90K per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Remote About the Company: Insurance Office of America

Manage assigned book of business including account retention, policy renewals, customer service, billing, claims, and team leadership to ensure service excellence and compliance. | 5+ years account management or 7+ years insurance industry experience, active insurance licensing, strong analytical and communication skills, and proficiency in MS Office. | Job Description: Title: Senior Account Manager - Commercial Lines Fully Remote | Book Focus: Real Estate 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 as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Key Responsibilities: • Technical Competence: Maintain technical competence and industry expertise. • Team Leadership: Direct daily activities of the account management team. • Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. • Policy Management: Manage policy expirations and renewals. • Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. • Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. • System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. • Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. • Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. • Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. • Policy Compliance: Stay updated on company policies and procedures. • Continuous Improvement: Seek and adopt best practices to improve individual and team performance. • Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: • 5+ years of account management experience, or 7+ years in the insurance industry • Thorough knowledge of insurance brokerage and client needs • Required active licensing; professional designation (CIC or equivalent) preferred • Strong analytical, problem-solving, and decision-making skills • Exceptional customer service, communication, multitasking, and organizational skills • 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) Salary Range The expected pay range for this position is $75,000 to $95,000 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Assist the account team with administrative tasks and customer service. Ensure accuracy in policy processing and maintain data integrity in agency systems. | Candidates should have 2+ years of industry experience or 5+ years in customer service. An active Property & Casualty license and proficiency in MS Office are required. | Job Description: Title: Account Associate - Commercial Lines Remote: Eastern Time Zones | Supporting New Jersey office Book Focus: Construction, Contractors, Habitational, Property, Workers Comp Active Property & Casualty P&C License Required 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 as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues. Key Responsibilities: Team Support: Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant. Office Support: Assist with general office tasks and administration. Policy Processing: Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders. Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows. Data Management: Maintain accurate and up-to-date data in agency systems. Activity Monitoring: Ensure timely completion of tasks and activities. Communication: Keep the account team informed of workload status and any issues. Service Excellence: Provide proactive and responsive service. Performance Monitoring: Ensure productivity and quality standards are met. Promote Culture: Participate in team building and promote a positive work environment. Continuous Improvement: Seek and adopt best practices. Compliance: Stay updated on company policies and procedures. Professional Development: Enhance technical skills and industry knowledge. Relationship Building: Foster positive relationships with colleagues and leadership. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 2+ years of industry experience, OR 5+ years of related experience in customer service Thorough knowledge of insurance brokerage and client needs Required active licensing Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communications. multitasking, and organizational skills 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) Salary Range The expected pay range for this position is $45,000.00 - $60,000.00 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. 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.

Manage assigned book of business including policy renewals, customer service, team leadership, and system maintenance to ensure client retention and service excellence. | 5+ years account management or 7+ years insurance experience, active insurance licensing, strong communication and organizational skills, and proficiency in MS Office. | Job Description: Title: Senior Account Manager - Commercial Lines Work Mode: Hybrid, 1-2 Days in office | Location/Supporting: St Petersburg, FL | Book Focus: Transportation 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 as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Serve as a subject matter expert for the account management team. Key Responsibilities: • Technical Competence: Maintain a high degree of technical competence and industry expertise. • Team Leadership: Direct daily activities and workflow of the account management team. • Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. • Policy Management: Manage policy expirations and renewals. • Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. • Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. • System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. • Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. • Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. • Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. • Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. • Policy Compliance: Stay updated on company policies and procedures. • Continuous Improvement: Seek and adopt best practices to improve individual and team performance. • Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: • 5+ years of account management experience, or 7+ years in the insurance industry • Thorough knowledge of insurance brokerage and client needs • Required active licensing; professional designation (CIC or equivalent) preferred • Strong analytical, problem-solving, and decision-making skills • Exceptional customer service, communication, multitasking, and organizational skills • 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) Salary Range The expected pay range for this position is 80-90K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Manage assigned book of business including retention, new business support, policy renewals, billing, claims, and customer service while leading account management team activities. | 3+ years account management or 5+ years insurance industry experience, active property & casualty license, strong analytical and communication skills, proficiency in MS Office, and high school diploma or equivalent. | Job Description: Title: Account Manager - Commercial Lines (supporting our Binghamton, NY office) Hybrid Preferred: 1-2 days in office in either our Binghamton, NY or Syracuse, NY office Fully Remote for Eastern Time Zone or Central Time Zone residents Book Focus: Construction, Contractors, Habitational, Property, Workers Comp. 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 as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Key Responsibilities: Technical Competence: Maintain technical competence and industry expertise. Team Leadership: Direct daily activities of the account management team. Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. Policy Management: Manage policy expirations and renewals. Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance: Stay updated on company policies and procedures. Continuous Improvement: Seek and adopt best practices to improve individual and team performance. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 3+ years of account management experience, or 5+ years in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active property & casualty licensing; professional designation (CIC or equivalent) preferred Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communication, multitasking, and organizational skills 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) Salary Range The expected pay range for this position is $65,000.00 - $95,000.00 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. 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.

Manage assigned book of business, ensure account retention, handle policy administration, billing, claims, and renewals, and maintain agency management systems. | 3+ years account management or 5+ years insurance experience, active P&C license required, strong customer service and communication skills, proficiency in MS Office. | Job Description: Title: Account Manager - Commercial Lines Fully Remote: Arizona, California, Montana, Nevada, Washington Book Focus: Franchise Dealerships 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 as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Key Responsibilities: Technical Competence: Maintain technical competence and industry expertise. Team Leadership: Direct daily activities of the account management team. Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. Policy Management: Manage policy expirations and renewals. Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance: Stay updated on company policies and procedures. Continuous Improvement: Seek and adopt best practices to improve individual and team performance. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 3+ years of account management experience, or 5+ years in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active property & casualty (P&C) licensing; professional designation (CIC or equivalent) preferred Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communication, multitasking, and organizational skills 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) Salary Range The expected pay range for this position is $80,000.00 - $95,000.00 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. 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.

Manage assigned book of business ensuring retention and new business, lead account management team activities, handle customer service and policy administration, and maintain system data accuracy. | 5+ years account management or 7+ years insurance experience, active insurance licensing, strong customer service and communication skills, proficiency in MS Office, and high school diploma or equivalent. | Job Description: Title: Senior Account Manager - Commercial Lines Work Mode: Remote | Location/Supporting: Tampa, FL | Book Focus: General, Construction 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 as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Serve as a subject matter expert for the account management team. Key Responsibilities: Technical Competence: Maintain a high degree of technical competence and industry expertise. Team Leadership: Direct daily activities and workflow of the account management team. Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. Policy Management: Manage policy expirations and renewals. Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance: Stay updated on company policies and procedures. Continuous Improvement: Seek and adopt best practices to improve individual and team performance. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 5+ years of account management experience, or 7+ years in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active licensing; professional designation (CIC or equivalent) preferred Strong analytical, problem-solving, and decision-making skills Exceptional customer service, communication, multitasking, and organizational skills 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) Salary Range The expected pay range for this position is 75-85K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. 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.

Manage assigned book of business, handle policy administration, customer service, billing, claims, renewals, and lead account management team activities. | 3+ years account management or 5+ years insurance experience, active property & casualty license, strong customer service and organizational skills, high school diploma. | Description Job Description: Title: Account Manager - Commercial Lines Fully Remote | Supporting: Producer Operations Team | Book Focus: General, Construction (required experience) 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 as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Key Responsibilities: • Technical Competence: Maintain technical competence and industry expertise. • Team Leadership: Direct daily activities of the account management team. • Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. • Policy Management: Manage policy expirations and renewals. • Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. • Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. • System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. • Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. • Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. • Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. • Policy Compliance: Stay updated on company policies and procedures. • Continuous Improvement: Seek and adopt best practices to improve individual and team performance. • Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: • 3+ years of account management experience, or 5+ years in the insurance industry • Thorough knowledge of insurance brokerage and client needs • Required active property & casualty licensing; professional designation (CIC or equivalent) preferred • Strong analytical, problem-solving, and decision-making skills • Exceptional customer service, communication, multitasking, and organizational skills • 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) Salary Range The expected pay range for this position is $70,000.00 - $90,000.00 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Manage client insurance policies including renewals, quoting, binding, invoicing, claims assistance, and mentoring team members. | 5+ years insurance industry experience, active state licensing, strong customer service, organizational and communication skills, and proficiency in MS Office. | Description Job Description: Title: Personal Lines Account Manager Fully remote for Florida based candidates | Experience: Quoting & Binding Personal Lines Policies 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. Their duties include managing administrative processes for client insurance policies such as renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports. They also handle proposals, AORs (Agency of Record), cancellations, and policy reviews. Managing incoming correspondence and facilitating effective team communication are vital aspects of the role, including delegating work to Account Associates. Additionally, the Account Manager plays a key role in 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. • Champion IOA core values and demonstrate integrity and leadership. Ideal Candidate Qualifications: • 5+ years of industry experience • 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) Salary Range The expected pay range for this position is $45,000 to $55,000 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Manage client insurance policies including renewals, quoting, binding, invoicing, claims assistance, and team communication. | 5+ years insurance industry experience, active state licensing, strong customer service, organizational skills, and proficiency in MS Office. | Job Description Title: Personal Lines Account Manager Fully remote for Florida based candidates | Experience: Quoting & Binding Personal Lines Policies 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. Their duties include managing administrative processes for client insurance policies such as renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports. They also handle proposals, AORs (Agency of Record), cancellations, and policy reviews. Managing incoming correspondence and facilitating effective team communication are vital aspects of the role, including delegating work to Account Associates. Additionally, the Account Manager plays a key role in 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. • Champion IOA core values and demonstrate integrity and leadership. Ideal Candidate Qualifications • 5+ years of industry experience • 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) Salary Range The expected pay range for this position is $45,000 to $55,000 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.