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About the Role
Responsible for IOA Benefits Account Management activities under Producer direction, including client service, team leadership, and process implementation.
Responsibilities
- Manage an assigned book of business, ensuring performance requirements are met and no liability occurs.
- Deliver outstanding service, anticipate client needs, maintain professional communication, and respond quickly to requests.
- Lead the account team with a strong work ethic, positive attitude, and willingness to assist others.
- Direct daily activities of Account Coordinator(s), assign tasks, communicate expectations, monitor execution, and recommend corrective actions.
- Identify and act on sales opportunities to grow IOA business.
- Manage new business setup, including data gathering, client file creation, communication, AOR notifications, carrier rates, internal services setup, compliance audits, client education, and employee meetings.
- Manage renewals by verifying client data, updating files, liaising with clients and carriers, obtaining rates, ensuring internal services usage, performing audits, coordinating training, and conducting meetings.
- Build and improve client relationships, seek feedback, and implement improvements.
- Advocate for clients and carriers to ensure mutually beneficial outcomes.
- Identify and implement value-added solutions for clients.
- Support team training and development, promote a positive work environment, and seek continuous improvement.
- Maintain transparent communication with Producers and team members.
- Ensure adherence to company policies and industry standards.
- Champion IOA core values and demonstrate integrity and leadership.
Requirements
- 5+ years of industry experience
- Required active licensing
- Exceptional customer service and communication skills
- Strong organizational, delegation, and decision-making skills
- High accuracy in handling large work volumes
- Proficiency in MS Office (Outlook, Word, Excel)
- High School Diploma (or equivalent)
Skills
- Level-Funded Plans
- Self-Funded Plans
- MS Office (Outlook, Word, Excel)
Location
- Longwood, FL
Work Type
- Remote
- Hybrid
Experience Level
- 5+ years of industry experience
Education Level
- High School Diploma (or equivalent)
Salary/Compensations
- 70-90K 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.