Account Executive- Employee Benefits (Hybrid 1 day In-Office)

Insurance Office of America•St. Johns, FL

19d•$110 - $130•Hybrid

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
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

Manage an assigned book of business, ensuring outstanding service and no errors.
Direct daily activities of Account Managers and Coordinators, ensuring productivity and quality.
Identify and act on sales opportunities.
Manage client data, communication, and benefits plan setup.
Update client data, manage communication, and assist with budgeting and compliance.
Build and improve relationships, seek feedback, and provide value-added solutions.
Identify trends, provide benchmark data, and represent clients in negotiations.
Maintain accurate data in the agency system.
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.