Account Executive-Employee Benefits

Insurance Office of America

  • Full Time

*Position may be remote subject to IOA’s Remote/Telecommuting Policies, which may be subject to change.

We’re Insurance Office of America, one of the nation’s largest privately held agencies. IOA was founded in 1988 with the idea that professional client service provided by knowledgeable, caring, and passionate people makes for a winning combination. Whether working at our home office in suburban Orlando, Florida, one of our branch offices across the US and London, or with one of our subsidiary companies, the continued growth of our nearly 1,000 employees is a testament to our belief that great things start with great people!

At IOA, we’re driven by our mission and core values. We work hard, but we have fun too. Workplace ideals like leading by serving, work/family life balance, and giving back to our community aren’t just clichés here – they’re a part of who we are. We believe in helping people grow, develop and achieve their professional goals, so when you join the IOA team you truly become a partner in our shared success.

We’re looking for a Account Executive with Self-Funded experience to join our Employee Benefits Team!

This position would be Responsible for IOA Benefits Account Management and sales activities in collaboration with Producer, including: Client service and communication; team leadership; directing daily tasks and work activities of Account Coordinator(s) and Account Manager(s); team and individual productivity, quality, and service levels; implementation of client benefits administrative processes, tracking, renewals, new client set-up; client budgeting processes; data analysis and reporting; client presentations; marketing/carrier negotiations; consulting; data management/entry; Producer communication; team and individual professional development; identification of sales opportunities; IOA core values.

Employee Benefits Account Executive essential functions include:

  • In collaboration with Producer(s), manages an assigned book of business, meeting all performance requirements regarding production, quality, and service, and ensuring that no liability associated with errors and omissions occur
  • Delivers outstanding client service at all times, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to any service requests
  • Directs day-to-day activities and workflow of Account Manager(s) and 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
  • Serves as intermediary between clients and carriers, advocating for both to ensure mutually beneficial outcomes
  • Identifies market trends, and provides benchmark data and analysis to clients

Qualified candidates will have:

  • 7+ years of employee benefits Account Management/Executive experience
  • All required active licensing
  • Exceptional customer service skills
  • Excellent multi-tasking and organizational skills
  • Outstanding verbal/written communication skills
  • Ability to perform large work volumes with high degrees of accuracy
  • PC proficiency, including MS Office
  • Exceptional personal character, including a strong work ethic, positive attitude, and willingness to assist others at all times

Great Reasons to Work at IOA include:

  • Competitive salaries and bonus earning potential
  • Great benefits, including company paid health insurance
  • Paid time off for holidays, vacations, and sick time
  • 401K with an employer match
  • Participation in our employee stock plan
  • Opportunities for professional growth and career progression
  • A culture that emphasizes respect for every individual
  • Company commitment to work/family life balance and community service
  • Teammates who share your drive for excellence
  • Knowing every day you are helping our clients protect their families and businesses

If you’re ready to take a leap forward in your career, please click below to apply. Any candidates meeting the qualification requirements for the Employee Benefits Account Executive role will be contacted. We’re looking forward to hearing from you!

IOA is an Equal Opportunity Employer, and has been recognized as a great place to work by Business Insurance magazine, Florida Trend, and the Orlando Sentinel.