Account Associate - Employee Benefits - Hybrid

Responsibilities

• Handle Account Associate activities for the IOA Employee Benefits team under a Producer, AE, AM, or EB Operations Team Leader.
• Manage an assigned book of business, meeting all performance requirements regarding production, quality, and service.
• Deliver outstanding client service at all times, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to any service requests.
• Direct day-to-day activities and workflow of 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.
• Track policy expirations for existing clients and work proactively to ensure appropriate actions are taken to facilitate renewals.
• 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.

Requirements

• 2+ years of Employee Benefits experience
• Active Life & Health License
• Exceptional customer service and communication skills
• Strong organizational and multi-tasking skills
• High accuracy in handling large work volumes
• Proficiency in MS Office (Outlook, Word, Excel)
• High School Diploma (or equivalent)

Qualifications

• 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

Benefits

• Salary Range: 42-60K annually, depending on experience, relevant skills, and geographic location

Schedule

• Hybrid Work Mode: 1-day in-office / Open to Remote for Florida Residents
• Location/Supporting: Tampa, FL