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About the Role

Responsible for leading national strategic client service initiatives for complex and high-value Employee Benefits accounts. This role serves as the strategic leader across designated national accounts, partnering closely with Producers, Account Executives, Account Managers, and operational leadership to deliver consultative, data-driven solutions that improve client outcomes, support retention, and drive organic growth. The Director of National Strategic Client Services provides strategic guidance, operational leadership, and subject matter expertise while helping to enhance IOA’s national client advisory model and service capabilities.

Responsibilities

Serve as the strategic lead for assigned national accounts, aligning client objectives, financial performance, and long-term benefits strategies with business goals.
Develop and execute multi-year benefits strategies, including plan design, funding optimization, vendor management, and renewal planning.
Provide advanced consulting on self-funded and partially self-funded plans, stop-loss strategies, pharmacy programs, benchmarking, financial modeling, and compliance considerations.
Lead complex renewals, RFPs, vendor evaluations, and negotiations to achieve optimal financial and service outcomes.
Deliver data-driven analysis, strategic recommendations, and executive-level presentations that support informed decision-making and improved program performance.
Partner with Producers on new business pursuits, finalist presentations, strategic proposals, and account expansion opportunities.
Collaborate with operational and practice leadership to refine service models, improve delivery standards, and support scalable growth.
Direct and support Account Executives, Account Managers, and service teams, ensuring accountability, role clarity, and consistent execution standards.
Review account performance, retention, growth opportunities, and client outcomes with leadership to support strategic planning and continuous improvement.
Identify and implement best practices, standardization opportunities, reporting enhancements, and service delivery improvements across national accounts.
Mentor, coach, and support professional development of Account Executives, Account Managers, and service team members.
Partner with Producers, consultants, operational teams, carrier partners, and senior leadership to align resources and ensure exceptional client experiences.
Ensure accuracy, documentation standards, regulatory compliance, and risk management practices across assigned accounts.
Develop and maintain positive, productive two-way relationships with IOA leadership, peers, co-workers, and employees.
Ensure adherence to company policies and industry standards.
Champion IOA core values and demonstrate integrity and leadership.

Requirements

8+ years of Employee Benefits or insurance industry experience
All required active licensing
Strong expertise with self-funded, partially self-funded, and complex national account strategies
Proven consultative sales, client advisory, and executive presentation experience
Exceptional leadership, relationship management, and team development skills
Strong analytical, financial modeling, and strategic problem-solving capabilities
Excellent organizational, delegation, and decision-making skills
Outstanding verbal and written communication skills
Ability to manage complex client relationships and high-volume work with accuracy
Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint)
Exceptional personal character, professionalism, and integrity

Skills

Level-Funded and Self-Funded Plans
Self-funded
Partially self-funded
Stop-loss strategies
Pharmacy programs
Benchmarking
Financial modeling
Compliance considerations
Renewal planning
RFP management
Vendor evaluation
Negotiation
Data analysis
Strategic recommendations
Executive presentations
New business development
Account expansion
Service model refinement
Delivery standards improvement
Scalable growth support
Team management
Performance monitoring
Process improvement
Best practice implementation
Standardization
Reporting enhancement
Service delivery improvement
Mentoring
Coaching
Professional development
Stakeholder collaboration
Risk management
Relationship building
Microsoft Office Suite

Location

Remote
Longwood, FL

Work Type

Remote
Hybrid

Experience Level

Director

Education Level

High School Diploma (or equivalent)
Bachelor’s degree preferred

Salary/Compensations

195K-215K annually

Benefits

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

About the Company

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Equal Opportunity

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.