Account Manager- Employee Benefits- Hybrid

Job Description:

Title: Account Manager – Employee Benefits 

Hybrid: 1-2 days in office | Location/Supporting: Jacksonville, 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. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations 

 
About the Role: Responsible for IOA Benefits Account Management activities under Producer direction. Responsibilities include client service and communication, team leadership, directing daily tasks and work activities of Account Coordinators, team and individual productivity, quality, and service levels, implementation of client benefits administrative processes, tracking, renewals, new client setup, data management/entry, Producer communication, team and individual professional development, identification of sales opportunities, and upholding IOA core values. 

 
Key Responsibilities: 

• Client Management: Manage an assigned book of business, ensuring performance requirements are met and no liability occurs. 

• Client Service: Deliver outstanding service, anticipate client needs, maintain professional communication, and respond quickly to requests. 

• Team Leadership: Lead the account team with a strong work ethic, positive attitude, and willingness to assist others. 

• Daily Activities: Direct daily activities of Account Coordinator(s), assign tasks, communicate expectations, monitor execution, and recommend corrective actions. 

• Business Growth: Identify and act on sales opportunities to grow IOA business. 

• New Business Setup: Manage new business setup, including data gathering, client file creation, communication, AOR notifications, carrier rates, internal services setup, compliance audits, client education, and employee meetings. 

• Renewal Process: Manage renewals by verifying client data, updating files, liaising with clients and carriers, obtaining rates, ensuring internal services usage, performing audits, coordinating training, and conducting meetings. 

• Client Relationships: Build and improve client relationships, seek feedback, and implement improvements. 

• Intermediary Role: Advocate for clients and carriers to ensure mutually beneficial outcomes. 

• Value-Added Solutions: Identify and implement value-added solutions for clients. 

• 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.