Description Job Overview: Position: Employee Benefits Account Executive Work Mode: Hybrid (1 day in office) | Location: Jacksonville, FL Please note: Individuals within a 50-mile radius may be required to work onsite occasionally to meet business needs. Remote work requires a dedicated, distraction-free workspace. About the Position: As a key player in collaboration with the Producer, the Employee Benefits Account Executive will oversee account activities and drive sales for IOA Benefits. This role includes client service, team leadership, task management, benefits administration, budgeting, data analysis, reporting, marketing, carrier negotiations, consulting, and professional development. Focus on identifying sales opportunities while upholding IOA's core values is essential. Key Responsibilities: Client Management: Manage an assigned book of business, ensuring exceptional service with zero errors. Team Leadership: Direct the daily activities of Account Managers and Coordinators to ensure productivity and quality. Business Growth: Proactively identify and pursue sales opportunities. New Business Setup: Oversee client data management, communications, and benefits plan implementation. Renewal Process: Update client data, manage communications, and assist in budgeting and compliance activities. Client Relationships: Develop and enhance relationships, seek feedback, and offer value-added solutions. Market Analysis: Identify industry trends, provide benchmark data, and represent clients effectively in negotiations. Data Management: Ensure accuracy and integrity of data within the agency system. Professional Development: Support team training, promote a positive environment, and seek continual improvement. Communication: Foster transparent communication with Producers and team members. Compliance: Ensure adherence to company policies and industry regulations. Champion IOA core values while demonstrating integrity and leadership. Qualifications: 7+ years of experience in the industry. Active licensing is required. Exceptional customer service and communication abilities. Strong organizational, delegation, and decision-making skills. Proficient consultative sales and presentation capabilities. High accuracy in managing large volumes of work. Proficiency in MS Office (Outlook, Word, Excel). High School Diploma or equivalent. What We Offer: Competitive salaries and bonus opportunities. Company-paid health insurance. Paid holidays, vacations, and sick leave. 401K with employer match. Opportunities for professional growth and career advancement. A respectful culture that values work/life balance. A commitment to community service. A supportive team and a rewarding work environment. Application Process: 30-minute phone screen, online assessments, and interviews. Salary Range: The expected salary for this role is between $110,000 and $130,000 annually, depending on experience, relevant skills, and location. Insurance Office of America is an equal opportunity employer committed to diversity and creating an inclusive workplace for all employees.
Job Title
Employee Benefits Account Executive