FULL_TIME

FEED

UNKNOWN

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. 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.

YEAR

<p><b>Description</b></p><p style="text-align:left"><u><b>Job Description:</b></u></p><p style="text-align:inherit"/><div><div><p><b>Title: Account Associate – Employee Benefits</b> </p></div><div><p><b>Work Mode:</b> Hybrid 1-day in-office/ Open to Remote for Florida Residents <b>| Location/Supporting: </b>Tampa, FL<b> | Experience:</b> Level-Funded and Self-Funded Plans <br/> <br/><i>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</i> </p></div><div><p> <br/><b>About the Role:</b> 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. </p></div><div><p> <br/><b>Key Responsibilities:</b> </p></div><div><ul><li><p><b>Client Management:</b> 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. </p></li></ul></div><div><ul><li><p><b>Client Service:</b> 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. </p></li></ul></div><div><ul><li><p><b>Team Leadership:</b> 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. </p></li></ul></div><div><ul><li><p><b>Business Growth:</b> Actively seek to grow IOA business, including identifying and acting on sales opportunities. </p></li></ul></div><div><ul><li><p><b>Policy Management:</b> Track policy expirations for existing clients and work proactively to ensure appropriate actions are taken to facilitate renewals. </p></li></ul></div><div><ul><li><p><b>Professional Development</b>: Support team training and development, promote a positive work environment, and seek continuous improvement. </p></li></ul></div><div><ul><li><p><b>Communication</b>: Maintain transparent communication with Producers and team members. </p></li></ul></div><div><ul><li><p><b>Compliance</b>: Ensure adherence to company policies and industry standards. </p></li></ul></div><div><ul><li><p>Champion IOA core values and demonstrate integrity and leadership. </p></li></ul></div><div><p> <br/><b>Ideal Candidate Qualifications:</b> </p></div><div><ul><li><p>2+ years of Employee Benefits experience </p></li></ul></div><div><ul><li><p>Active Life & Health License </p></li></ul></div><div><ul><li><p>Exceptional customer service and communication skills </p></li></ul></div><div><ul><li><p>Strong organizational and multi-tasking skills </p></li></ul></div><div><ul><li><p>High accuracy in handling large work volumes </p></li></ul></div><div><ul><li><p>Proficiency in MS Office (Outlook, Word, Excel) </p></li></ul></div></div><div><div><ul><li><p>High School Diploma (or equivalent) </p></li></ul></div><div><p> <br/><b>What We Offer:</b> </p></div><div><ul><li><p>Competitive salaries and bonus potential </p></li></ul></div><div><ul><li><p>Company-paid health insurance </p></li></ul></div><div><ul><li><p>Paid holidays, vacations, and sick time </p></li></ul></div><div><ul><li><p>401K with employer match </p></li></ul></div><div><ul><li><p>Professional growth and career progression opportunities </p></li></ul></div><div><ul><li><p>Respectful culture and work/family life balance </p></li></ul></div><div><ul><li><p>Community service commitment </p></li></ul></div><div><ul><li><p>Supportive teammates and a rewarding work environment </p></li></ul></div><div><p> <br/><b>What to Expect (Application Process):</b> </p></div><div><ul><li><p>30-Minute Phone Screen, Online Assessments, and Interview(s) </p></li></ul></div></div><p style="text-align:inherit"/><p style="text-align:left"><u><b>Salary Range</b></u></p><p><i>The expected pay range for this position is 42-60K annually, depending on experience, relevant skills, and geographic location.</i></p><p style="text-align:inherit"/><p style="text-align:left">Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</p>

Insurance Office of America

Account Associate - Employee Benefits - Hybrid

Aged Care

Auditing

Business Growth

Childcare

Communication Skills

Corporate Policies

Corrective Action

Customer Support/Service

Data Management

Diversity

Employee Benefits

Health Insurance

Industry Standards

Leadership

Maintain Compliance

Maintenance Services

Microsoft Excel

Microsoft Office

Microsoft Outlook

Microsoft Word

Organizational Skills

Performance Analysis

Policy Development

Sales

Sales Management

Sales Prospecting

Team Lead/Manager

Work From Home

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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. Actively seek to grow IOA business by identifying and acting on sales opportunities, and serve as a resource to the account team and Producers.

<p><b>Description</b></p><p style="text-align:left"><u><b>Job Description:</b></u></p><p style="text-align:inherit"/><div><div><p><b>Title: Account Executive - Commercial Lines</b> </p></div><div><p><b>Work Mode: </b>Hybrid 1 day in-office<b> | Location/Supporting: </b>Longwood, FL<b> | Book Focus: </b>Construction, Hospitality<br/> <br/><i>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</i> </p></div><div><p> <br/><b>About the Role:</b> Responsible for the strategic coordination and execution of client marketing, servicing, risk management, and/or sales activities. Manage a book of business, increase account retention, and resolve complex customer service problems. Actively seek to grow IOA business by identifying and acting on sales opportunities, and serve as a resource to the account team and Producers. </p></div><div><p> <br/><b>Key Responsibilities:</b> </p></div><div><ul><li><p><b>Team Leadership</b>: Direct daily activities and workflow of the account team. </p></li></ul></div><div><ul><li><p><b>Technical Competence</b>: Maintain high technical competence and industry expertise. </p></li></ul></div><div><ul><li><p><b>Discretion and Judgment</b>: Ensure beneficial outcomes using discretion and judgment. </p></li></ul></div><div><ul><li><p><b>Client Relationship Management</b>: Manage client relationships, conduct meetings, and close business. </p></li></ul></div><div><ul><li><p><b>Communication</b>: Act as a communication conduit between Producers and the account team. </p></li></ul></div><div><ul><li><p><b>Customer Service and Account Management</b>: Manage account activities, policy administration, billing, claims, and more. </p></li></ul></div><div><ul><li><p><b>Policy Management</b>: Manage policy expirations and renewals. </p></li></ul></div><div><ul><li><p><b>New Business and Renewal Process</b>: Conduct research, gather information, prepare submissions, and bind coverage. </p></li></ul></div><div><ul><li><p><b>Accounts Receivable</b>: Monitor reports and collect outstanding balances. </p></li></ul></div><div><ul><li><p><b>System Maintenance</b>: Maintain data accuracy in agency management systems. </p></li></ul></div><div><ul><li><p><b>Activity Monitoring</b>: Ensure timely completion of activities. </p></li></ul></div><div><ul><li><p><b>Service Excellence</b>: Deliver excellent service, anticipate needs, and respond quickly to requests. </p></li></ul></div><div><ul><li><p><b>Policy Compliance:</b> Stay updated on company policies and procedures. </p></li></ul></div><div><ul><li><p><b>Continuous Improvement:</b> Seek and adopt best practices to improve individual and team performance. </p></li></ul></div><div><ul><li><p><b>Champion IOA Values:</b> Demonstrate integrity and leadership. </p></li></ul></div><div><p> <br/><b>Ideal Candidate Qualifications:</b> </p></div></div><div><div><ul><li><p>5+ years of industry experience, or 7 years of sales, marketing, or relationship management experience </p></li></ul></div><div><ul><li><p>Thorough knowledge of insurance brokerage and client needs </p></li></ul></div><div><ul><li><p>Experience to service and support large, complex accounts </p></li></ul></div><div><ul><li><p>Required active licensing; professional designation (CIC or equivalent) preferred </p></li></ul></div><div><ul><li><p>Strong analytical, problem-solving, and decision-making skills </p></li></ul></div><div><ul><li><p>Exceptional customer service, communication, multitasking, and organizational skills </p></li></ul></div><div><ul><li><p>Proficiency in MS Office (Outlook, Word, Excel) </p></li></ul></div><div><ul><li><p>High School Diploma (or equivalent) </p></li></ul></div><div><p> <br/><b>What We Offer:</b> </p></div><div><ul><li><p>Competitive salaries and bonus potential </p></li></ul></div><div><ul><li><p>Company-paid health insurance </p></li></ul></div><div><ul><li><p>Paid holidays, vacations, and sick time </p></li></ul></div><div><ul><li><p>401K with employer match </p></li></ul></div><div><ul><li><p>Professional growth and career progression opportunities </p></li></ul></div><div><ul><li><p>Respectful culture and work/family life balance </p></li></ul></div><div><ul><li><p>Community service commitment </p></li></ul></div><div><ul><li><p>Supportive teammates and a rewarding work environment </p></li></ul></div><div><p> <br/><b>What to Expect (Application Process):</b> </p></div><div><ul><li><p>30-Minute Phone Screen, Online Assessments, and Interview(s) </p></li></ul></div></div><p style="text-align:inherit"/><p style="text-align:left"><u><b>Salary Range</b></u></p><p><i>The expected pay range for this position is 95-115K annually, depending on experience, relevant skills, and geographic location.</i></p><p style="text-align:inherit"/><p style="text-align:left">Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</p>

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Account Associate - Employee Benefits - Hybrid Insurance Office of America

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