Title: Account Associate – Employee Benefits
Work Mode: Remote/ Eastern and Central Time Zones Only | Location/Supporting: Longwood, FL | Experience: Level-Funded and Self-Funded Plans
Supporting: Shared Services - provides service support to other IOA account teams during their first 3-6 months with account management and service.
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: This position handles Account Associate activities for the IOA Employee Benefits team under a Producer, AE, AM, or EB Operations Team Leader. Responsibilities include client service, directing Account Coordinators, team productivity, policy administration, renewals, new policy setup, audits, data management, communication, professional development, identifying sales opportunities, and upholding IOA core values.
Client Management: Under the direction of a Producer, AE, AM, or EB Team Leader, assist in managing an assigned book of business, meeting all performance requirements regarding production, quality, and service, and ensuring no liability associated with errors and omissions occurs.
Client Service: Deliver outstanding client service at all times, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to any service requests.
Team Leadership: Direct day-to-day activities and workflow of Account Coordinator(s), including making work assignments, delegating tasks, communicating performance expectations, monitoring execution to ensure performance requirements are met, and recommending corrective actions when needed.
Ideal Candidate Qualifications:
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
