Account Executive- Employee Benefits
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. The company is the fourth largest privately held insurance brokerage in the United States, founded in 1988, and is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom.
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)
Nice To Haves
- Experience with Level-Funded and Self-Funded Plans
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 client 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.
Benefits
- Competitive salaries and bonus potential
- Company-paid health insurance
- Paid holidays, vacations, and sick time
- 401K with employer match
- Professional growth and career progression opportunities
- Respectful culture and work/family life balance
- Community service commitment
- Supportive teammates and a rewarding work environment
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
