Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.
Job Description:
Title: Account Associate – Employee Benefits
Hybrid/ Remote: 1-2 days in office | Location/based out of Tampa, FL | Experience: (Level-Funded and Self-Funded Plans)
About the Role: 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.
Key Responsibilities:
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.
Ideal Candidate Qualifications:
2+ years of Employee Benefits experienceActive Life & Health LicenseExceptional customer service and communication skillsStrong organizational and multi-tasking skillsHigh accuracy in handling large work volumesProficiency in MS Office (Outlook, Word, Excel)High School Diploma (or equivalent)
What We Offer:
Competitive salaries and bonus potentialCompany-paid health insurancePaid holidays, vacations, and sick time401K with employer matchEmployee stock plan participationProfessional growth and career progression opportunitiesRespectful culture and work/family life balanceCommunity service commitmentSupportive teammates and a rewarding work environment
What to Expect (Application Process):
30-Minute Phone Screen, Online Assessments, and Interview(s)
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
https://www.ioausa.com/