Account Associate

Title:
Account Associate – Employee Benefits

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

Experience:

Level-Funded and Self-Funded Plans

This position handles Account Associate activities for the IOA Employee Benefits team under a Producer, AE, AM, or EB Operations Team Leader. 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.

• Client Management: Under the direction of a Producer, AE, AM, or EB Team Leader, assist in managing an assigned book of business, meeting all performance requirements regarding production, quality, and service, and ensuring no liability associated with errors and omissions occurs.
• Client 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.
• Team Leadership: 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.
• Business Growth: Actively seek to grow IOA business, including identifying and acting on sales opportunities.
• Policy Management: Track policy expirations for existing clients and work proactively to ensure appropriate actions are taken to facilitate renewals.
• 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.

• 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)

• 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