Job Description: Title: Account Associate - Personal Lines Work Mode: Fully remote for candidates able to work EST schedule | Location/Supporting: Longwood, FL | Experience: Quoting & Binding Personal Lines Policies. 2-20 or 20-44 license 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: Plays a crucial role in managing client accounts and providing exceptional customer service. Working closely with the account manager, the responsibilities will include processing endorsements, handling client inquiries, managing cancellations, addressing return mail, and responding to underwriter memos. Beyond these tasks, a key focus of the role will be to collaborate with the account manager in nurturing client and agency relationships. Their ability to deliver outstanding customer service and contribute to the growth of these relationships will be essential to their team's success. Key Responsibilities: - Process Endorsements: Accurately update management systems as required. - Customer Service: Deliver excellent customer service by promptly addressing customer inquiries. - Correspondence Management: Manage email and fax correspondence efficiently. - Policy Changes: Handle cancellations, reinstatements, and address any changes needed. - Return Mail: Manage return mail and update address/policy details as necessary. - Communication: Communicate effectively with insurance companies and customers to fulfill underwriting requirements. - Proofs of Insurance: Prepare proof of insurance promptly and accurately. - Team Collaboration: Collaborate closely with Account Managers to support servicing of books of business. - Supervisor Communication: Maintain frequent and transparent communication with supervisor regarding any obstacles and issues affecting ability to meet performance expectations; seek, accept, and implement performance coaching. - Champion IOA core values and demonstrate integrity and leadership. Ideal Candidate Qualifications: - 2 years of personal lines experience - State required active licensing (2-20, 20-44 or equivalent) - Exceptional customer service and communication skills - Strong multi-tasking, organizational, and decision-making skills - High accuracy in handling large work volumes - Proficiency in MS Office (Outlook, Word, Excel) - High School diploma (or equivalent) What We Offer: - Competitive salaries and bonus potential - Company-paid health insurance - Paid holidays, vacations, and sick time - 401K with employer match - Professional growth and career progression opportunities - Respectful culture and work/family life balance - Community service commitment - Supportive teammates and a rewarding work environment What to Expect (Application Process): - 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $19.00 to $21.00 per hour, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

• Support Saybrus distribution segment by proactively assisting the sales manager, Team Leader and the wholesalers in achieving company sales goals • Initiate marketing campaigns and maintain relationships with advisors and support key distribution relationships • Provide conceptual sales support and training on retirement concepts being marked to advisors • Independently compare and evaluate annuity products based on knowledge of the channel, the product, the client, and the carrier to create appropriate proposals and present different alternatives • Train agents on Product benefits and differences to meet client objectives • Provide sales concepts including illustrations and presentations using carrier and product analysis to support and facilitate client sales • Proactive, self-directed contact to financial advisors on illustration requests, and follow up to assist in answering questions and any adjustments needed • Maintain constant availability for 800-line call coverage on inbound calls while making outbound calls during assigned times • Coordinate Channel coverage and schedules of Nassau Team • Establish credible relationships with IMO staff and financial advisor and be able to provide immediate support on complex matters without direction • Educate IMO staff and financial advisors on the advantages and disadvantages of different annuity products • Identify new opportunities to increase sales to meet the goals of the organization

• Meet and exceed annual revenue targets as defined by the business • Develop and execute a territory strategy within the Northern and Western Europe, including the Baltics • Engage with key stakeholders in market to position ISC2 as a credible partner in workforce development initiatives • Identify and develop new accounts while growing engagement and business from existing accounts • Drive and support ISC2 digital transformation efforts to introduce and maximize self-service commerce where possible • Maintain a pipeline of sales opportunities using Salesforce CRM

• Strategically manage key accounts to maximize revenue growth and client retention. • Identify upselling and cross-selling opportunities within existing accounts. • Utilize HubSpot CRM for comprehensive account management and to track revenue opportunities. • Develop and maintain strong, long-lasting client relationships, focusing on client needs and potential for account growth. • Perform various methods of prospecting Outbound/Cold Call approach. • Collaborate with customer and technical teams to align solutions with client needs. • Negotiate and close deals, focusing on long-term revenue potential.