Account Coordinator- Employee Benefits (Remote)

Job Description:

Title: Account Coordinator – Employee Benefits (Remote) 

Work Mode: Remote, with some occasional in-office meetings (Florida Residents Only) | Location/Supporting: Ocala, FL | Experience: Level-Funded and Self-Funded Plans 
 
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 

 
About the Role: Responsible for IOA Benefits department administrative and support activities, including internal/external customer service and communication, individual productivity, quality, and service levels, eligibility processing, data entry, general administration, meeting/presentation preparation, marketing/branding functional support, professional development, identification of sales opportunities, and upholding IOA core values. 

 
Key Responsibilities: 

• Administrative Support: Assist with Benefits department administrative support functions under the direction of Account Team leadership. 

• Client Service: Deliver outstanding client service, anticipating needs and maintaining professional communication. 

• Work Ethic: Demonstrate a strong work ethic, positive attitude, and willingness to assist others. 

• Business Growth: Actively seek to grow IOA business by identifying and acting on sales opportunities. 

• Eligibility Processing: Process client employee plan eligibility data accurately and timely. 

• Technical Issues: Resolve client data portal technical issues with carriers. 

• Data Management: Maintain accurate and up-to-date data in the agency management system. 

• Marketing Support: Provide administrative support for marketing and client reporting functions. 

• Presentation Preparation: Assist in client presentation and meeting preparation. 

• Correspondence Management: Manage incoming mail, faxes, and other correspondence. 

• Collateral Materials: Assist in the compilation and distribution of marketing materials. 

• Office Support: Provide general office support and administration as needed. 

• Performance Monitoring: Monitor individual performance to ensure standards are met. 

• 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. 

 
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