Account Executive- Employee Benefits

Insurance Office of America, Inc. -
Cocoa, FL

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Job Details

Full-time
$95,000 - $115,000 a year

Benefits

Paid holidays
Health insurance
401(k) matching

Qualifications

Customer communication

Full Job Description

Job Description:

Title: Account Executive – Employee Benefits

Work Mode: Remote: Florida Residents Only. Occasional Travel Required | Location/Supporting: Longwood, FL | Experience: Level-Funded and Self-Funded Plans

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: In collaboration with the Producer, this role manages IOA Benefits Account activities and sales. Responsibilities include client service, team leadership, daily task management, benefits administration, client budgeting, data analysis, reporting, client presentations, marketing, carrier negotiations, consulting, data management, and professional development. The role also focuses on identifying sales opportunities and upholding IOA’s core values.

Key Responsibilities:

Client Management: Manage an assigned book of business, ensuring outstanding service and no errors.

Team Leadership: Direct daily activities of Account Managers and Coordinators, ensuring productivity and quality.

Business Growth: Identify and act on sales opportunities.

New Business Setup: Manage client data, communication, and benefits plan setup.

Renewal Process: Update client data, manage communication, and assist with budgeting and compliance.

Client Relationships: Build and improve relationships, seek feedback, and provide value-added solutions.

Market Analysis: Identify trends, provide benchmark data, and represent clients in negotiations.

Data Management: Maintain accurate data in the agency system.

Professional Development: Support team training and development, promote a positive work environment, and seek continuous improvement.

Communication: Maintain transparent communication with Producers and team members.

Compliance: Ensure adherence to company policies and industry standards.

Champion IOA core values and demonstrate integrity and leadership.

Ideal Candidate Qualifications:

7+ years of industry experience

Required active licensing

Exceptional customer service and communication skills

Strong organizational, delegation, and decision-making skills

Consultative sales and presentation 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 95K -115K 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.

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