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Insurance Office of AmericaIA

Operations Technical Specialist (Commercial/Personal Insurance)

Insurance Office of America (IOA) is a prominent full-service insurance agency founded in 1988 by John and Valli Ritenour, dedicated to providing comprehensive insurance and risk management services.

Insurance Office of America

Employee count: 1001-5000

Salary: 60k-85k USD

United States only

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Job Description:

Title:Operations Training Specialist – Training & Development

Work Mode:Fully Remote| Location/Supporting:Longwood, FL office| Experience: Previous commercial or personal lines experience. Licensing and experience with Applied Products are strong preferred.

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: Collaborate with the Training & Development team to execute quality assurance and corporate training activities, including quality audits, compliance, technical training, policy updates, best practices, and process improvements. Coordinate daily administrative and training tasks, resolving complex user issues with critical thinking.

Key Responsibilities:

  • Technical Competence: Maintain technical competence in IOA’s systems.

  • Independent Judgment: Exercise discretion and independent judgmentfor beneficial outcomes.

  • Strategic Implementation: Implement strategic and tactical plansto achieve team goals.

  • Collaboration: Collaborate with branch and regional operations and sales personnel.

  • Travel: Travel to meet with branch operations teams as needed.

  • Technical Training: Provide operational technical training and support.

  • Quality Assurance: Oversee quality audit processes for Epic training effectiveness.

  • Software Administration: Administer and train users on assigned software.

  • Documentation: Maintain and publish manuals and newsletters.

  • Software Evaluation: Support teams by evaluating and implementing software products.

  • Process Improvement: Develop and improve compliance with core processes and best practices.

  • Communication: Maintain frequent, transparent communicationwith supervisors aboutperformance and activities.

  • Service Excellence: Provideexcellentproactiveservice and respond quickly to inquiries.

  • Policy Compliance: Stay updated on company policies and procedures.

  • Continuous Improvement: Seekand adopt best practicesto improve individual and team performance.

  • Champion IOA Values: Demonstrateintegrityand leadership.

Ideal CandidateQualifications:

  • 5+ years of industry experience, with wide-rangingindustryknowledge.

  • Demonstrated ability to effectively teach/train others in procedures and workflows either in 1:1 format or in a group setting.

  • All required active licensing.

  • Exceptional customer service, communication, multitasking, and organizational skills.

  • Strong analytical, problem-solving, and decision-making skills.

  • Ability to perform large work volumes with high degrees of accuracy and attention to detail.

  • 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 $60,000 to $85,000 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.

About the job

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Posted on

Job type

Full Time

Experience level

Salary

Salary: 60k-85k USD

Education

High school

Experience

5 years minimum

Location requirements

Hiring timezones

United States +/- 0 hours

About Insurance Office of America

Learn more about Insurance Office of America and their company culture.

View company profile

Insurance Office of America (IOA) is a prominent full-service insurance agency founded in 1988 by John and Valli Ritenour, dedicated to providing comprehensive insurance and risk management services. Over the years, IOA has established itself as the fourth largest privately held insurance brokerage in the United States, with its headquarters located in Longwood, Florida. The agency has grown significantly, currently employing more than 1,400 associates across over 60 offices situated in the U.S. and the United Kingdom.

IOA specializes in a wide array of insurance solutions, including property and casualty, employee benefits, personal lines insurance, and innovative risk management solutions. The company's commitment to outstanding customer service is evident in their approach to forging long-term relationships with clients, emphasizing trust and communication. In addition to its dedication to client success, IOA fosters a supportive workplace culture, encouraging professional development and engagement among its team members. The agency also focuses on leveraging technology to enhance their services and better address the evolving needs of the market.

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Insurance Office of America

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