Account Executive- Employee Benefits (Remote)

Insurance Office of America•Oviedo, FL

20h•$104 - $125•Remote

About The Position

In collaboration with the Producer, this role manages IOA Benefits Account activities and sales. Responsibilities include client service, team leadership, daily task management, benefits administration, client budgeting, data analysis, reporting, client presentations, marketing, carrier negotiations, consulting, data management, and professional development. The role also focuses on identifying sales opportunities and upholding IOA’s core values.

Requirements

7+ years of industry experience
Required active licensing
Exceptional customer service and communication skills
Strong organizational, delegation, and decision-making skills
Consultative sales and presentation skills
High accuracy in handling large work volumes
Proficiency in MS Office (Outlook, Word, Excel)
High School Diploma (or equivalent)

Responsibilities

Client Management: Manage an assigned book of business, ensuring outstanding service and no errors.
Team Leadership: Direct daily activities of Account Managers and Coordinators, ensuring productivity and quality.
Business Growth: Identify and act on sales opportunities.
New Business Setup: Manage client data, communication, and benefits plan setup.
Renewal Process: Update client data, manage communication, and assist with budgeting and compliance.
Client Relationships: Build and improve relationships, seek feedback, and provide value-added solutions.
Market Analysis: Identify trends, provide benchmark data, and represent clients in negotiations.
Data Management: Maintain accurate data in the agency system.
Professional Development: Support team training and development, promote a positive work environment, and seek continuous improvement.
Communication: Maintain transparent communication with Producers and team members.
Compliance: Ensure adherence to company policies and industry standards.
Champion IOA core values and demonstrate integrity and leadership.