Account Executive- Employee Benefits (Remote)

Job Description:

Title: Account Executive – Employee Benefits 

Work Mode: Remote (Florida Only) | Location/Supporting: Longwood, 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: 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. 

 
Key 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. 

 
Ideal Candidate Qualifications: 

• 7+ years of industry experience 

• Required active licensing 

• Exceptional customer service and communication skills 

• Strong organizational, delegation, and decision-making skills