Insurance Office of America

Lead planning, execution, and measurement of enterprise people services programs to support talent and leadership development. | Bachelor's degree with 5+ years experience in program coordination, talent development, or training. | Job Description Title: People Programs Lead – People Services Fully Remote: candidates in Eastern or Central Time Zones Required: Bachelor's Degree and experience in program coordination, talent development, training, and/or education 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 People Programs Lead is responsible for the successful planning, coordination, execution, and measurement of enterprise People Services programs. This role partners closely with leadership, internal teams, and external vendors to deliver high-quality, consistent experiences across talent development, leadership development, culture initiatives, employee engagement, onboarding, and performance management programs. This position serves as the operational engine behind People Services initiatives ensuring programs are effectively scheduled, communicated, and executed, while continuously improving program quality and participant experience. The People Programs Lead plays a critical role in scaling programs to support organizational growth and foster alignment with IOA’s culture and strategic priorities. Key Responsibilities Program Planning & Execution • Successfully manage all aspects of assigned People Services programs, including planning, coordination, execution, and follow-up • Develop, maintain, and execute a master schedule/calendar for all programs, ensuring alignment across initiatives and audiences • Build and manage detailed program project plans, tracking milestones, timelines, and deliverables • Coordinate program logistics including scheduling, participant enrollment, materials, and delivery format (in-person, virtual, hybrid) Participant Experience & Program Delivery • Manage end-to-end participant experience, including communications, registration, confirmations, and follow-up • Ensure consistency and quality across all program experiences, identifying opportunities to enhance engagement and effectiveness • Partner with facilitators and content owners to ensure seamless delivery of programs • Support or lead facilitation for select programs as needed Communications & Program Promotion • Develop and execute communication and marketing plans for programs in partnership with Marketing & Communications • Build awareness and engagement across IOA through timely and effective communication • Create and distribute program-related materials, updates, and resources Learning Systems & Program Operations • Execute the setup, coordination, and tracking of programs within our LMS • Partner with training and development to ensure learning experiences are accurately implemented, delivered and/or reflected within the system • Maintain data accuracy and consistency for all program-related activity and reporting • Collaborate to continuously enhance how systems and tools support scalability, reporting, and participant experience Data, Reporting & Continuous Improvement • Track enrollment, completion, and program effectiveness metrics • Prepare and distribute program reports, dashboards, and insights for stakeholders • Gather participant feedback and evaluate program outcomes • Identify trends and recommend improvements to enhance program impact and scalability Partnerships & Stakeholder Collaboration • Serve as primary point of contact for external vendors related to program delivery and logistics • Coordinate scheduling and delivery expectations • Partner with key stakeholders: • People Services Leadership & Business Partners • Training & Development • People Analytics • Maintain strong relationships to ensure alignment and successful program execution Operational Excellence & Process Improvement • Standardize processes, tools, and workflows across programs to support efficiency and scalability • Maintain and improve systems used for program tracking, scheduling, and reporting • Proactively identify and implement process improvements to enhance effectiveness and reduce administrative burden Other Responsibilities • Maintain frequent, transparent communication regarding workload, priorities, and program status • Deliver outstanding service, ensuring responsiveness and proactive support for leaders and participants • Demonstrate a strong alignment with IOA core values and IOA behaviors contributing to a positive team culture • Perform other duties as assigned Qualifications And Experience • Bachelor’s degree (required). Preferred in Human Resources, Organizational Development, Business, Communications, Education or related field • 5+ years of experience in program coordination, talent development, training, or related fields • Strong experience managing multiple projects or programs simultaneously • Excellent organizational, project management, and time management skills • Exceptional interpersonal and communication skills • Experience working with learning management systems (LMS), reporting tools, and Microsoft Office Suite, with experience leveraging Workday to support program execution, tracking, and reporting preferred. • Ability to bring structure, organization, and consistency across multiple programs • Strong attention to detail while managing multiple priorities • Ability to analyze data and translate insights into actionable recommendations • Strong collaboration skills with the ability to work across functions and levels of the organization • Energetic self-starter with a strong work ethic and commitment to excellence • Positive, service-oriented mindset with a focus on continuous improvement 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 $70,000.00 - $85,000.00 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.

Lead planning, coordination, execution, and measurement of enterprise people services programs. | Bachelor's degree and 5+ years experience in program coordination, talent development, training, or related fields. | Job Description Title: People Programs Lead – People Services Fully Remote: candidates in Eastern or Central Time Zones Required: Bachelor's Degree and experience in program coordination, talent development, training, and/or education 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 People Programs Lead is responsible for the successful planning, coordination, execution, and measurement of enterprise People Services programs. This role partners closely with leadership, internal teams, and external vendors to deliver high-quality, consistent experiences across talent development, leadership development, culture initiatives, employee engagement, onboarding, and performance management programs. This position serves as the operational engine behind People Services initiatives ensuring programs are effectively scheduled, communicated, and executed, while continuously improving program quality and participant experience. The People Programs Lead plays a critical role in scaling programs to support organizational growth and foster alignment with IOA’s culture and strategic priorities. Key Responsibilities Program Planning & Execution • Successfully manage all aspects of assigned People Services programs, including planning, coordination, execution, and follow-up • Develop, maintain, and execute a master schedule/calendar for all programs, ensuring alignment across initiatives and audiences • Build and manage detailed program project plans, tracking milestones, timelines, and deliverables • Coordinate program logistics including scheduling, participant enrollment, materials, and delivery format (in-person, virtual, hybrid) Participant Experience & Program Delivery • Manage end-to-end participant experience, including communications, registration, confirmations, and follow-up • Ensure consistency and quality across all program experiences, identifying opportunities to enhance engagement and effectiveness • Partner with facilitators and content owners to ensure seamless delivery of programs • Support or lead facilitation for select programs as needed Communications & Program Promotion • Develop and execute communication and marketing plans for programs in partnership with Marketing & Communications • Build awareness and engagement across IOA through timely and effective communication • Create and distribute program-related materials, updates, and resources Learning Systems & Program Operations • Execute the setup, coordination, and tracking of programs within our LMS • Partner with training and development to ensure learning experiences are accurately implemented, delivered and/or reflected within the system • Maintain data accuracy and consistency for all program-related activity and reporting • Collaborate to continuously enhance how systems and tools support scalability, reporting, and participant experience Data, Reporting & Continuous Improvement • Track enrollment, completion, and program effectiveness metrics • Prepare and distribute program reports, dashboards, and insights for stakeholders • Gather participant feedback and evaluate program outcomes • Identify trends and recommend improvements to enhance program impact and scalability Partnerships & Stakeholder Collaboration • Serve as primary point of contact for external vendors related to program delivery and logistics • Coordinate scheduling and delivery expectations • Partner with key stakeholders: • People Services Leadership & Business Partners • Training & Development • People Analytics • Maintain strong relationships to ensure alignment and successful program execution Operational Excellence & Process Improvement • Standardize processes, tools, and workflows across programs to support efficiency and scalability • Maintain and improve systems used for program tracking, scheduling, and reporting • Proactively identify and implement process improvements to enhance effectiveness and reduce administrative burden Other Responsibilities • Maintain frequent, transparent communication regarding workload, priorities, and program status • Deliver outstanding service, ensuring responsiveness and proactive support for leaders and participants • Demonstrate a strong alignment with IOA core values and IOA behaviors contributing to a positive team culture • Perform other duties as assigned Qualifications And Experience • Bachelor’s degree (required). Preferred in Human Resources, Organizational Development, Business, Communications, Education or related field • 5+ years of experience in program coordination, talent development, training, or related fields • Strong experience managing multiple projects or programs simultaneously • Excellent organizational, project management, and time management skills • Exceptional interpersonal and communication skills • Experience working with learning management systems (LMS), reporting tools, and Microsoft Office Suite, with experience leveraging Workday to support program execution, tracking, and reporting preferred. • Ability to bring structure, organization, and consistency across multiple programs • Strong attention to detail while managing multiple priorities • Ability to analyze data and translate insights into actionable recommendations • Strong collaboration skills with the ability to work across functions and levels of the organization • Energetic self-starter with a strong work ethic and commitment to excellence • Positive, service-oriented mindset with a focus on continuous improvement 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 $70,000.00 - $85,000.00 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 and execute enterprise people services programs ensuring quality, alignment, and continuous improvement. | Bachelor's degree with 5+ years experience in program coordination, talent development, or related fields, strong organizational and communication skills, and experience with LMS and reporting tools. | Job Description Title: People Programs Lead – People Services Fully Remote: candidates in Eastern or Central Time Zones Required: Bachelor's Degree and experience in program coordination, talent development, training, and/or education 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 People Programs Lead is responsible for the successful planning, coordination, execution, and measurement of enterprise People Services programs. This role partners closely with leadership, internal teams, and external vendors to deliver high-quality, consistent experiences across talent development, leadership development, culture initiatives, employee engagement, onboarding, and performance management programs. This position serves as the operational engine behind People Services initiatives ensuring programs are effectively scheduled, communicated, and executed, while continuously improving program quality and participant experience. The People Programs Lead plays a critical role in scaling programs to support organizational growth and foster alignment with IOA’s culture and strategic priorities. Key Responsibilities Program Planning & Execution • Successfully manage all aspects of assigned People Services programs, including planning, coordination, execution, and follow-up • Develop, maintain, and execute a master schedule/calendar for all programs, ensuring alignment across initiatives and audiences • Build and manage detailed program project plans, tracking milestones, timelines, and deliverables • Coordinate program logistics including scheduling, participant enrollment, materials, and delivery format (in-person, virtual, hybrid) Participant Experience & Program Delivery • Manage end-to-end participant experience, including communications, registration, confirmations, and follow-up • Ensure consistency and quality across all program experiences, identifying opportunities to enhance engagement and effectiveness • Partner with facilitators and content owners to ensure seamless delivery of programs • Support or lead facilitation for select programs as needed Communications & Program Promotion • Develop and execute communication and marketing plans for programs in partnership with Marketing & Communications • Build awareness and engagement across IOA through timely and effective communication • Create and distribute program-related materials, updates, and resources Learning Systems & Program Operations • Execute the setup, coordination, and tracking of programs within our LMS • Partner with training and development to ensure learning experiences are accurately implemented, delivered and/or reflected within the system • Maintain data accuracy and consistency for all program-related activity and reporting • Collaborate to continuously enhance how systems and tools support scalability, reporting, and participant experience Data, Reporting & Continuous Improvement • Track enrollment, completion, and program effectiveness metrics • Prepare and distribute program reports, dashboards, and insights for stakeholders • Gather participant feedback and evaluate program outcomes • Identify trends and recommend improvements to enhance program impact and scalability Partnerships & Stakeholder Collaboration • Serve as primary point of contact for external vendors related to program delivery and logistics • Coordinate scheduling and delivery expectations • Partner with key stakeholders: • People Services Leadership & Business Partners • Training & Development • People Analytics • Maintain strong relationships to ensure alignment and successful program execution Operational Excellence & Process Improvement • Standardize processes, tools, and workflows across programs to support efficiency and scalability • Maintain and improve systems used for program tracking, scheduling, and reporting • Proactively identify and implement process improvements to enhance effectiveness and reduce administrative burden Other Responsibilities • Maintain frequent, transparent communication regarding workload, priorities, and program status • Deliver outstanding service, ensuring responsiveness and proactive support for leaders and participants • Demonstrate a strong alignment with IOA core values and IOA behaviors contributing to a positive team culture • Perform other duties as assigned Qualifications And Experience • Bachelor’s degree (required). Preferred in Human Resources, Organizational Development, Business, Communications, Education or related field • 5+ years of experience in program coordination, talent development, training, or related fields • Strong experience managing multiple projects or programs simultaneously • Excellent organizational, project management, and time management skills • Exceptional interpersonal and communication skills • Experience working with learning management systems (LMS), reporting tools, and Microsoft Office Suite, with experience leveraging Workday to support program execution, tracking, and reporting preferred. • Ability to bring structure, organization, and consistency across multiple programs • Strong attention to detail while managing multiple priorities • Ability to analyze data and translate insights into actionable recommendations • Strong collaboration skills with the ability to work across functions and levels of the organization • Energetic self-starter with a strong work ethic and commitment to excellence • Positive, service-oriented mindset with a focus on continuous improvement 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 $70,000.00 - $85,000.00 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.

Lead planning, coordination, execution, and measurement of enterprise people services programs. | Bachelor's degree and 5+ years experience in program coordination, talent development, or training. | Job Description Title: People Programs Lead – People Services Fully Remote: candidates in Eastern or Central Time Zones Required: Bachelor's Degree and experience in program coordination, talent development, training, and/or education 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 People Programs Lead is responsible for the successful planning, coordination, execution, and measurement of enterprise People Services programs. This role partners closely with leadership, internal teams, and external vendors to deliver high-quality, consistent experiences across talent development, leadership development, culture initiatives, employee engagement, onboarding, and performance management programs. This position serves as the operational engine behind People Services initiatives ensuring programs are effectively scheduled, communicated, and executed, while continuously improving program quality and participant experience. The People Programs Lead plays a critical role in scaling programs to support organizational growth and foster alignment with IOA’s culture and strategic priorities. Key Responsibilities Program Planning & Execution • Successfully manage all aspects of assigned People Services programs, including planning, coordination, execution, and follow-up • Develop, maintain, and execute a master schedule/calendar for all programs, ensuring alignment across initiatives and audiences • Build and manage detailed program project plans, tracking milestones, timelines, and deliverables • Coordinate program logistics including scheduling, participant enrollment, materials, and delivery format (in-person, virtual, hybrid) Participant Experience & Program Delivery • Manage end-to-end participant experience, including communications, registration, confirmations, and follow-up • Ensure consistency and quality across all program experiences, identifying opportunities to enhance engagement and effectiveness • Partner with facilitators and content owners to ensure seamless delivery of programs • Support or lead facilitation for select programs as needed Communications & Program Promotion • Develop and execute communication and marketing plans for programs in partnership with Marketing & Communications • Build awareness and engagement across IOA through timely and effective communication • Create and distribute program-related materials, updates, and resources Learning Systems & Program Operations • Execute the setup, coordination, and tracking of programs within our LMS • Partner with training and development to ensure learning experiences are accurately implemented, delivered and/or reflected within the system • Maintain data accuracy and consistency for all program-related activity and reporting • Collaborate to continuously enhance how systems and tools support scalability, reporting, and participant experience Data, Reporting & Continuous Improvement • Track enrollment, completion, and program effectiveness metrics • Prepare and distribute program reports, dashboards, and insights for stakeholders • Gather participant feedback and evaluate program outcomes • Identify trends and recommend improvements to enhance program impact and scalability Partnerships & Stakeholder Collaboration • Serve as primary point of contact for external vendors related to program delivery and logistics • Coordinate scheduling and delivery expectations • Partner with key stakeholders: • People Services Leadership & Business Partners • Training & Development • People Analytics • Maintain strong relationships to ensure alignment and successful program execution Operational Excellence & Process Improvement • Standardize processes, tools, and workflows across programs to support efficiency and scalability • Maintain and improve systems used for program tracking, scheduling, and reporting • Proactively identify and implement process improvements to enhance effectiveness and reduce administrative burden Other Responsibilities • Maintain frequent, transparent communication regarding workload, priorities, and program status • Deliver outstanding service, ensuring responsiveness and proactive support for leaders and participants • Demonstrate a strong alignment with IOA core values and IOA behaviors contributing to a positive team culture • Perform other duties as assigned Qualifications And Experience • Bachelor’s degree (required). Preferred in Human Resources, Organizational Development, Business, Communications, Education or related field • 5+ years of experience in program coordination, talent development, training, or related fields • Strong experience managing multiple projects or programs simultaneously • Excellent organizational, project management, and time management skills • Exceptional interpersonal and communication skills • Experience working with learning management systems (LMS), reporting tools, and Microsoft Office Suite, with experience leveraging Workday to support program execution, tracking, and reporting preferred. • Ability to bring structure, organization, and consistency across multiple programs • Strong attention to detail while managing multiple priorities • Ability to analyze data and translate insights into actionable recommendations • Strong collaboration skills with the ability to work across functions and levels of the organization • Energetic self-starter with a strong work ethic and commitment to excellence • Positive, service-oriented mindset with a focus on continuous improvement 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 $70,000.00 - $85,000.00 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 planning, coordination, execution, and measurement of people services programs to support organizational growth and alignment. | Bachelor's degree and 5+ years experience in program coordination, talent development, or related fields with strong organizational and communication skills. | Job Description Title: People Programs Lead – People Services Fully Remote: candidates in Eastern or Central Time Zones Required: Bachelor's Degree and experience in program coordination, talent development, training, and/or education 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 People Programs Lead is responsible for the successful planning, coordination, execution, and measurement of enterprise People Services programs. This role partners closely with leadership, internal teams, and external vendors to deliver high-quality, consistent experiences across talent development, leadership development, culture initiatives, employee engagement, onboarding, and performance management programs. This position serves as the operational engine behind People Services initiatives ensuring programs are effectively scheduled, communicated, and executed, while continuously improving program quality and participant experience. The People Programs Lead plays a critical role in scaling programs to support organizational growth and foster alignment with IOA’s culture and strategic priorities. Key Responsibilities Program Planning & Execution • Successfully manage all aspects of assigned People Services programs, including planning, coordination, execution, and follow-up • Develop, maintain, and execute a master schedule/calendar for all programs, ensuring alignment across initiatives and audiences • Build and manage detailed program project plans, tracking milestones, timelines, and deliverables • Coordinate program logistics including scheduling, participant enrollment, materials, and delivery format (in-person, virtual, hybrid) Participant Experience & Program Delivery • Manage end-to-end participant experience, including communications, registration, confirmations, and follow-up • Ensure consistency and quality across all program experiences, identifying opportunities to enhance engagement and effectiveness • Partner with facilitators and content owners to ensure seamless delivery of programs • Support or lead facilitation for select programs as needed Communications & Program Promotion • Develop and execute communication and marketing plans for programs in partnership with Marketing & Communications • Build awareness and engagement across IOA through timely and effective communication • Create and distribute program-related materials, updates, and resources Learning Systems & Program Operations • Execute the setup, coordination, and tracking of programs within our LMS • Partner with training and development to ensure learning experiences are accurately implemented, delivered and/or reflected within the system • Maintain data accuracy and consistency for all program-related activity and reporting • Collaborate to continuously enhance how systems and tools support scalability, reporting, and participant experience Data, Reporting & Continuous Improvement • Track enrollment, completion, and program effectiveness metrics • Prepare and distribute program reports, dashboards, and insights for stakeholders • Gather participant feedback and evaluate program outcomes • Identify trends and recommend improvements to enhance program impact and scalability Partnerships & Stakeholder Collaboration • Serve as primary point of contact for external vendors related to program delivery and logistics • Coordinate scheduling and delivery expectations • Partner with key stakeholders: • People Services Leadership & Business Partners • Training & Development • People Analytics • Maintain strong relationships to ensure alignment and successful program execution Operational Excellence & Process Improvement • Standardize processes, tools, and workflows across programs to support efficiency and scalability • Maintain and improve systems used for program tracking, scheduling, and reporting • Proactively identify and implement process improvements to enhance effectiveness and reduce administrative burden Other Responsibilities • Maintain frequent, transparent communication regarding workload, priorities, and program status • Deliver outstanding service, ensuring responsiveness and proactive support for leaders and participants • Demonstrate a strong alignment with IOA core values and IOA behaviors contributing to a positive team culture • Perform other duties as assigned Qualifications And Experience • Bachelor’s degree (required). Preferred in Human Resources, Organizational Development, Business, Communications, Education or related field • 5+ years of experience in program coordination, talent development, training, or related fields • Strong experience managing multiple projects or programs simultaneously • Excellent organizational, project management, and time management skills • Exceptional interpersonal and communication skills • Experience working with learning management systems (LMS), reporting tools, and Microsoft Office Suite, with experience leveraging Workday to support program execution, tracking, and reporting preferred. • Ability to bring structure, organization, and consistency across multiple programs • Strong attention to detail while managing multiple priorities • Ability to analyze data and translate insights into actionable recommendations • Strong collaboration skills with the ability to work across functions and levels of the organization • Energetic self-starter with a strong work ethic and commitment to excellence • Positive, service-oriented mindset with a focus on continuous improvement 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 $70,000.00 - $85,000.00 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.

Plan, coordinate, execute, and measure enterprise People Services programs focusing on talent development, engagement, and performance management. | Bachelor's degree with 5+ years in program coordination, talent development, or training, strong organizational and communication skills, and experience with LMS and reporting tools. | Job Description Title: People Programs Lead – People Services Fully Remote: candidates in Eastern or Central Time Zones Required: Bachelor's Degree and experience in program coordination, talent development, training, and/or education 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 People Programs Lead is responsible for the successful planning, coordination, execution, and measurement of enterprise People Services programs. This role partners closely with leadership, internal teams, and external vendors to deliver high-quality, consistent experiences across talent development, leadership development, culture initiatives, employee engagement, onboarding, and performance management programs. This position serves as the operational engine behind People Services initiatives ensuring programs are effectively scheduled, communicated, and executed, while continuously improving program quality and participant experience. The People Programs Lead plays a critical role in scaling programs to support organizational growth and foster alignment with IOA’s culture and strategic priorities. Key Responsibilities Program Planning & Execution • Successfully manage all aspects of assigned People Services programs, including planning, coordination, execution, and follow-up • Develop, maintain, and execute a master schedule/calendar for all programs, ensuring alignment across initiatives and audiences • Build and manage detailed program project plans, tracking milestones, timelines, and deliverables • Coordinate program logistics including scheduling, participant enrollment, materials, and delivery format (in-person, virtual, hybrid) Participant Experience & Program Delivery • Manage end-to-end participant experience, including communications, registration, confirmations, and follow-up • Ensure consistency and quality across all program experiences, identifying opportunities to enhance engagement and effectiveness • Partner with facilitators and content owners to ensure seamless delivery of programs • Support or lead facilitation for select programs as needed Communications & Program Promotion • Develop and execute communication and marketing plans for programs in partnership with Marketing & Communications • Build awareness and engagement across IOA through timely and effective communication • Create and distribute program-related materials, updates, and resources Learning Systems & Program Operations • Execute the setup, coordination, and tracking of programs within our LMS • Partner with training and development to ensure learning experiences are accurately implemented, delivered and/or reflected within the system • Maintain data accuracy and consistency for all program-related activity and reporting • Collaborate to continuously enhance how systems and tools support scalability, reporting, and participant experience Data, Reporting & Continuous Improvement • Track enrollment, completion, and program effectiveness metrics • Prepare and distribute program reports, dashboards, and insights for stakeholders • Gather participant feedback and evaluate program outcomes • Identify trends and recommend improvements to enhance program impact and scalability Partnerships & Stakeholder Collaboration • Serve as primary point of contact for external vendors related to program delivery and logistics • Coordinate scheduling and delivery expectations • Partner with key stakeholders: • People Services Leadership & Business Partners • Training & Development • People Analytics • Maintain strong relationships to ensure alignment and successful program execution Operational Excellence & Process Improvement • Standardize processes, tools, and workflows across programs to support efficiency and scalability • Maintain and improve systems used for program tracking, scheduling, and reporting • Proactively identify and implement process improvements to enhance effectiveness and reduce administrative burden Other Responsibilities • Maintain frequent, transparent communication regarding workload, priorities, and program status • Deliver outstanding service, ensuring responsiveness and proactive support for leaders and participants • Demonstrate a strong alignment with IOA core values and IOA behaviors contributing to a positive team culture • Perform other duties as assigned Qualifications And Experience • Bachelor’s degree (required). Preferred in Human Resources, Organizational Development, Business, Communications, Education or related field • 5+ years of experience in program coordination, talent development, training, or related fields • Strong experience managing multiple projects or programs simultaneously • Excellent organizational, project management, and time management skills • Exceptional interpersonal and communication skills • Experience working with learning management systems (LMS), reporting tools, and Microsoft Office Suite, with experience leveraging Workday to support program execution, tracking, and reporting preferred. • Ability to bring structure, organization, and consistency across multiple programs • Strong attention to detail while managing multiple priorities • Ability to analyze data and translate insights into actionable recommendations • Strong collaboration skills with the ability to work across functions and levels of the organization • Energetic self-starter with a strong work ethic and commitment to excellence • Positive, service-oriented mindset with a focus on continuous improvement 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 $70,000.00 - $85,000.00 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.

Evaluate and redesign business processes to improve quality, efficiency, and compliance. | 2-4 years experience in process analysis or project management with proficiency in improvement methodologies and strong analytical and communication skills. | Description Job Description: Title: Process Improvement Analyst - Process Excellence Location: Candidates based in Florida are highly preferred or fully remote, open to EST and CST candidates. Required: 2-4 years of experience in process analysis, business process management, project management, or related fields. Please note: If this position is posted as fully remote or hybrid, individuals residing within a 50-mile radius of a branch location may be required to work onsite as needed. Additionally, our remote work policy includes having a dedicated workspace free from distractions. Remote work is not a substitute for childcare, elder care, or personal responsibilities during working hours. To view our branch locations, please visit IOA's website. About the Role: The Process Improvement Analyst plays a critical role in evaluating, redesigning, and enhancing various business processes. This position supports operational excellence by applying process improvement methodologies, conducting research and analysis, and partnering with cross-functional teams to deliver impactful improvements. The analyst works on initiatives of moderate to high complexity while balancing independent decision-making with collaboration and guidance from senior peers. This role also involves change management efforts, identifying enhancement opportunities, and ensuring effective implementation of process improvements. Key Responsibilities: • Process Evaluation & Design: Assess and redesign business processes using established methodologies to enhance quality, efficiency, and consistency. • Process Improvement Methodologies: Utilize techniques such as Lean, Six Sigma, ISO, Agile, or similar frameworks to diagnose issues and recommend solutions. • Data & Root Cause Analysis: Collect and analyze data to identify trends, uncover bottlenecks, and validate improvement opportunities. • Project Participation & Leadership: Lead or support process improvement initiatives by coordinating tasks and timelines with moderate supervision. • Cross-Functional Collaboration: Facilitate sessions with stakeholders from various departments to ensure consensus and alignment during improvement efforts. • Change Management Support: Help communicate and implement new processes, assisting stakeholders in effectively adapting. • Documentation & Workflow Development: Create process documentation, workflows, diagrams, and training materials to support knowledge transfer. • Performance Monitoring: Assist in developing metrics and tools to track process effectiveness and sustainability. • Stakeholder Consultation: Work with business units to identify improvement opportunities and provide recommendations in line with organizational goals. • Training & Presentations: Deliver training and presentations on process-related topics to enhance project understanding. • Quality & Compliance Focus: Participate in quality improvement initiatives to ensure processes comply with IOA standards and regulatory requirements. • Risk Awareness: Conduct process reviews to address operational risks and ensure compliance and quality are maintained. • Process Integration: Assist in integrating updated processes with existing systems and operations, coordinating with affected teams. • Industry & Organizational Knowledge: Stay updated on insurance industry processes, trends, and regulations to inform recommendations. • Team Support & Collaboration: Provide guidance to junior team members when necessary and collaborate closely with peers on shared improvements. Ideal Candidate Qualifications: • 2-4 years of experience in process analysis, business process management, project management, or related operations improvement work. • Bachelor's degree preferred, or equivalent combination of training and experience. • Proficiency in at least one improvement or project methodology (e.g., Lean, Six Sigma, ISO, Agile, ADKAR, PMP). • Strong analytical and problem-solving skills with the ability to evaluate complex workflows. • Effective communication skills tailored to various roles within the organization. • Proven collaborative skills with the ability to facilitate discussions and build consensus. • Excellent organizational and time management skills, with experience in coordinating multiple initiatives. • Solid understanding of business operations, process workflows, and insurance industry concepts is preferred. What We Offer: • Highly competitive salary based on relevant work experience. • Compensation for travel and mileage. • Respectful culture emphasizing work/life balance. • Commitment to community service. • Supportive teammates in 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 to $85,000.00 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 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.