Insurance Office of America

Account Executive – Employee Benefits

Insurance Office of America

full-time

Posted on:

Location Type: Remote

Location: FloridaUnited States

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Salary

💰 $104,000 - $125,000 per year

Job Level

About the role

  • Manage IOA Benefits Account activities and sales
  • Ensure outstanding client service and no errors in assigned book of business
  • Direct daily activities of Account Managers and Coordinators
  • Identify and act on sales opportunities
  • Manage client data, communication, and benefits plan setup
  • Update client data during renewal process
  • Build and improve client relationships
  • Identify market trends and provide benchmark data
  • Maintain accurate data in the agency system
  • Support team training and development
  • Ensure adherence to company policies and industry standards

Requirements

  • 7+ years of industry experience
  • Required active licensing
  • Exceptional customer service and communication skills
  • Strong organizational, delegation, and decision-making skills
  • Consultative sales and presentation skills
  • High accuracy in handling large work volumes
  • Proficiency in MS Office (Outlook, Word, Excel)
  • High School Diploma (or equivalent)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
consultative salespresentation skillsdata managementclient relationship managementbenefits plan setupmarket trend analysiserror managementteam traininghigh accuracy in data handling
Soft Skills
customer servicecommunicationorganizational skillsdelegationdecision-makingclient relationship building
Certifications
active licensing