Account Executive – Employee Benefits

Role Overview

• Manage IOA Benefits Account activities and sales in collaboration with the Producer
• Ensure outstanding client service and no errors
• Direct daily activities of Account Managers and Coordinators
• Identify and act on sales opportunities
• Manage client data, communication, and benefits plan setup
• Update client data, manage communication, and assist with budgeting and compliance
• Build and improve client relationships
• Identify market trends and represent clients in negotiations
• Maintain accurate data in the agency system
• Support team training and development
• Ensure adherence to company policies and industry standards

Requirements

• 7+ years of industry experience
• Required active licensing
• Exceptional customer service and communication skills
• Strong organizational, delegation, and decision-making skills
• Consultative sales and presentation skills
• High accuracy in handling large work volumes
• Proficiency in MS Office (Outlook, Word, Excel)
• High School Diploma (or equivalent)

Benefits

• 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