Account Executive- Employee Benefits - Remote

*** This is a Remote opportunity, for those in the Eastern and Central Times Zones, based out of our Longwood, FL office. *** 

Title: Account Executive- Benefits

Welcome to Insurance Office of America – one of the nation’s largest and premier privately held insurance agencies! Recognized as a Top Workplaces USA Award winner, IOA’s commitment to both a rewarding culture and employee satisfaction is unwavering. Prioritizing a strong work/life balance, personal and professional growth, competitive benefits, and giving back to our community aren’t just clichés here – they’re a part of who we are. With a growing workforce and over 60 office locations across the US and Northern Ireland, we can confidently serve our clients with an unmatched standard of excellence.

Want to learn more? Complete the application below and one of our talented recruiters will be ready to answer any other questions you may have.

Job Summary

Responsible for IOA Benefits Account Management and sales activities in collaboration with Producer, including:  Client service and communication; team leadership; directing daily tasks and work activities of Account Coordinator(s) and Account Manager(s); team and individual productivity, quality, and service levels; implementation of client benefits administrative processes, tracking, renewals, new client set-up; client budgeting processes; data analysis and reporting; client presentations; marketing/carrier negotiations; consulting; data management/entry; Producer communication;  team and individual professional development; identification of sales opportunities; IOA core values

What You’ll Do:

• Live and champion IOA core values always, demonstrating the highest levels of personal character, integrity, and servant leadership.
• In collaboration with Producer(s), manage an assigned book of business, meeting all performance requirements regarding production, quality, and service, and ensuring that no liability associated with errors and omissions occur.
• Always deliver outstanding client service, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to any service requests.
• Provide leadership within the account team, demonstrating a strong work ethic, positive attitude, and willingness to always assist others.
• Direct day-to-day activities and work flow of Account Manager(s) and 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.
• Manage new business set up process, including:
  • Gathering all relevant client data.
  • Creating a client file in the agency management system.
  • Serving as communication liaison with both client and carrier.
    • Preparing and distributing Agent of Record (AOR) notification.
    • Obtaining current carrier rates, benefits information, and claims experience reporting.
    • Setting up any applicable internal services, including Zywave and EAF.
  • Assisting clients with benefits plan budgeting process, including:
    • Premium equivalencies
    • Employee/employer contributions
    • IBNR projections
  • Performing client compliance audit.
  • Coordinating and executing client education campaign, including training on software/technology and carrier interface portals.
  • Coordinating and conducting client employee meetings as needed.
  • Consulting with client to ensure benefit plan year summary and annual enrollment administrative tasks are completed prior to effective plan date.
• Manage existing business renewal process, including:
  • Verifying all relevant client data.
  • Updating client file information in the a