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: Assist 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.
- Proposal Knowledge: Maintain working knowledge of proposal formats and expectations.
- Create and Implement Procedures: 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)
The application process includes a 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.