Account Associate - Employee Benefits - Hybrid

Insurance Office of America•Oviedo, FL

16h•$42,000 - $60,000•Hybrid

About The Position

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.

Requirements

2+ years of Employee Benefits experience
Active Life & Health License
Exceptional customer service and communication skills
Strong organizational and multi-tasking skills
High accuracy in handling large work volumes
Proficiency in MS Office (Outlook, Word, Excel)
High School Diploma (or equivalent)

Nice To Haves

Level-Funded and Self-Funded Plans experience

Responsibilities

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.
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.
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.
Actively seek to grow IOA business, including identifying and acting on sales opportunities.
Track policy expirations for existing clients and work proactively to ensure appropriate actions are taken to facilitate renewals.
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.