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. Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.

<p><b>Description</b></p><p style="text-align:left"><u><b>Job Description:</b></u></p><p style="text-align:inherit"/><div><b>Title: Account Associate - Commercial Lines</b> </div><div><div><div><div><div><div><div><div><div><p><b>Work Mode: </b>Remote<b> | Location/Supporting: </b>Longwood, FL<b> | Book Focus: </b>General Book, SBU<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><p> <br/><b>About the Role:</b> Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues. </p><p> <br/><b>Key Responsibilities:</b> </p><ul><li><p><b>Team Support:</b> Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant. </p></li></ul><ul><li><p><b>Office Support:</b> Assist with general office tasks and administration. </p></li></ul><ul><li><p><b>Policy Processing:</b> Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders. </p></li></ul><ul><li><p><b>Task Management:</b> Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows. </p></li></ul><ul><li><p><b>Data Management:</b> Maintain accurate and up-to-date data in agency systems. </p></li></ul><ul><li><p><b>Activity Monitoring:</b> Ensure timely completion of tasks and activities. </p></li></ul><ul><li><p><b>Communication:</b> Keep the account team informed of workload status and any issues. </p></li></ul><ul><li><p><b>Service Excellence:</b> Provide proactive and responsive service. </p></li></ul><ul><li><p><b>Performance Monitoring:</b> Ensure productivity and quality standards are met. </p></li></ul><ul><li><p><b>Promote Culture:</b> Participate in team building and promote a positive work environment. </p></li></ul><ul><li><p><b>Continuous Improvement:</b> Seek and adopt best practices. </p></li></ul><ul><li><p><b>Compliance:</b> Stay updated on company policies and procedures. </p></li></ul><ul><li><p><b>Professional Development:</b> Enhance technical skills and industry knowledge. </p></li></ul><ul><li><p><b>Relationship Building:</b> Foster positive relationships with colleagues and leadership. </p></li></ul><ul><li><p><b>Champion IOA Values:</b> Demonstrate integrity and leadership. </p></li></ul><p> <br/><b>Ideal Candidate Qualifications:</b> </p><ul><li><p>2+ years of industry experience, OR 5+ years of related experience in customer service </p></li></ul><ul><li><p>Thorough knowledge of insurance brokerage and client needs </p></li></ul><ul><li><p>Required active licensing </p></li></ul><ul><li><p>Strong analytical, problem-solving, and decision-making skills </p></li></ul><ul><li><p>Exceptional customer service, communications. multitasking, and organizational skills </p></li></ul><ul><li><p>Proficiency in MS Office (Outlook, Word, Excel) </p></li></ul><ul><li><p>High School Diploma (or equivalent) </p></li></ul><p> <br/><b>What We Offer:</b> </p><ul><li><p>Competitive salaries and bonus potential </p></li></ul><ul><li><p>Company-paid health insurance </p></li></ul><ul><li><p>Paid holidays, vacations, and sick time </p></li></ul><ul><li><p>401K with employer match </p></li></ul><p/><ul><li><p>Professional growth and career progression opportunities </p></li></ul><ul><li><p>Respectful culture and work/family life balance </p></li></ul><ul><li><p>Community service commitment </p></li></ul><ul><li><p>Supportive teammates and a rewarding work environment </p></li></ul><p> <br/><b>What to Expect (Application Process):</b> </p><ul><li><p>30-Minute Phone Screen, Online Assessments, and Interview(s) </p></li></ul></div></div></div></div></div></div></div></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 50-60K 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>

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