Rating & Marketing Support - Commercial Lines

About the role

The Rating & Marketing Support role is a mid-level position within IOA’s Shared Services team. This role is responsible for providing high-quality rating and marketing support to agents and account teams across IOA locations. The ideal candidate is service-oriented, technically proficient, and thrives in a collaborative, fast-paced environment. The ideal candidate will have a commercial lines background. This position offers opportunities for professional development and career growth while contributing to IOA’s mission and values.

Key Responsibilities

• Support Agents and Teams
• Deliver rating and marketing support to agents and account teams across IOA locations.
• Quote and Bind Coverage
• Provide quotes and bind new business and endorsements through multiple carriers.
• CARRIER COMMUNICATION
• Build and maintain strong relationships with carrier underwriters through frequent and professional communication.
• CARRIER UPDATES
• Stay informed on changes in carrier appetite, coverage options, billing procedures, and system enhancements.
• MARKETING STRATEGY
• Research and apply marketing solutions tailored to client and carrier needs.
• INTERNAL GUIDANCE
• Aid internal teams with coverage, documentation, and procedures to ensure accurate business placement.
• RATE AND REMARKET
• Accurately rate new business, remarket renewal accounts, and process endorsements.
• PURPOSE KNOWLEDGE
• Maintain working knowledge of proposal formats and expectations.
• PROCESS IMPROVEMENT
• Create and implement procedures to enhance rating and marketing efficiency.
• SALES SUPPORT
• Identify and act on opportunities to support business growth.
• PERFORMANCE MONITORING
• Track individual productivity, quality, and service standards, and take corrective action when needed.
• TEAM COLLABORATION
• Provide back-up support to teammates to ensure consistent service excellence.
• PROFESSIONAL DEVELOPMENT
• Participate in training, mentoring, and ongoing development opportunities.
• Skill Enhancement
• Continuously improve professional skills through internal and external learning.
• CHAMPION IOA VALUES
• Demonstrate integrity and leadership.

Qualifications

• Excellent organization, multi-tasking, delegation, and decision-making skills
• Previous commercial lines experience
• Outstanding customer service and communication abilities
• Ability to manage high volumes of work with accuracy
• Proficiency with PC and Microsoft suite of applications
• High School diploma

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)

Pay Range

The expected pay range for this position is $60,000 to $75,000 per year, depending on experience, relevant skills, and geographic location.