Account Associate – Employee Benefits

Role Overview

• 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.
• Assist in managing an assigned book of business, meeting all performance requirements regarding production, quality, and service, ensuring no liability associated with errors and omissions occurs.
• 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, monitoring execution to ensure performance requirements are met.
• 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.

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)

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