Title:AccountAssociate–Employee Benefits

Work Mode:Remote/ Eastern and Central Time Zones Only| Location/Supporting:Longwood, FL| Experience:Level-Funded and Self-Funded Plans

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace.Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.To view our branch locations, please visit: ioausa.com/locations

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,identifyingsales opportunities, and upholding IOA core values.

Key Responsibilities:

• Client Management: Under the direction of a Producer, AE, AM, or EB Team Leader,assistin managing an assigned book of business, meeting all performance requirementsregardingproduction, quality, and service, and ensuring no liability associated with errors and omissionsoccurs

• Client Service: Deliver outstanding client service at all times, including proactivelyanticipatingclient needs,maintainingfrequent and professional client communication, and responding quickly to any service requests.

• Team Leadership: Direct day-to-day activities and workflow of Account Coordinator(s), includingmaking workassignments, delegating tasks, communicating performance expectations, monitoring execution to ensure performance requirements are met, and recommending corrective actions when needed.

• Business Growth: Activelyseekto grow IOA business, includingidentifyingand acting on sales opportunities.

• Policy Management: Track policy expirations for existing clients and work proactively to ensureappropriate actionsare taken tofacilitaterenewals.

• Professional Development Support team training and development, promote a positive work environment, and seek continuous improvement.

• CommunicationMaintaintransparent communication with Producers and team members.

• Compliance Ensure adherence to company policies and industry standards.

• Champion IOA core values anddemonstrateintegrity and leadership.

Ideal CandidateQualifications:

• 2+ years ofEmployee Benefitsexperience

• Active Life & Health License

• Exceptional customer service and communication skills

• Strong organizationaland multi-taskingskills

• High accuracy in handling large work volumes

• Proficiencyin MS Office (Outlook, Word, Excel)

• High School Diploma (or equivalent)

What We Offer:

• 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

Whatto Expect(Application Process)

• 30-Minute Phone Screen, Online Assessments, and Interview(s)