Job Details

Account Associate Employee Benefits Remote

Insurance Office of America is seeking an Account Associate to support our Employee Benefits team. This role is fully remote, but Florida residents only, and may require attendance at our Tampa, FL branch within a 50-mile radius as needed.

About the Role

This position handles Account Associate activities under a Producer, Manager, or EB Operations Team Leader. Key responsibilities include client service, directing Account Coordinators, team productivity, policy administration, renewals, new policy setup, audits, data management, communication, professional development, identifying sales opportunities, and upholding IOA core values.

Key Responsibilities

• Client Management: Assist in managing an assigned book of business, meet all performance requirements regarding production, quality, and service, and ensure no liability from errors and omissions.
• Client Service: Deliver outstanding client service, proactively anticipate client needs, maintain frequent professional communication, and respond quickly to any service requests.
• Team Leadership: Direct day-to-day activities of Account Coordinators, including assignment of work, delegation, communication of performance expectations, monitoring execution, and recommending corrective action.
• Business Growth: Actively seek to grow IOA business by identifying and acting on sales opportunities.
• Policy Management: Track policy expirations and ensure timely renewals.
• Professional Development: Support team training and development, promote a positive work environment, and pursue 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

• 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 Microsoft Office (Outlook, Word, Excel)
• High school diploma or equivalent

What We Offer

• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401(k) with employer match
  
• Employee stock plan participation
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment

What To Expect (Application Process)

• 30-minute phone screen, online assessments, and interview(s)

Salary Range

The expected pay range for this position is $48,000$63,000 annually, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.