Account Associate – Employee Benefits

Insurance Office of America

Account Associate managing Employee Benefits activities for clients at Insurance Office of America. Involves client service, team leadership, and business growth responsibilities in a remote setting.

Posted 5/20/2026full-timeRemote • Florida • 🇺🇸 United StatesJuniorMid-Level💰 $45,000 - $70,000 per yearWebsite

About the role

Key responsibilities & impact

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.
Assist in managing an assigned book of business, meeting all performance requirements regarding production, quality, and service, ensuring no liability associated with errors and omissions occurs.
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.
Direct day-to-day activities and workflow of Account Coordinator(s), including making work assignments, delegating tasks, monitoring execution to ensure performance requirements are met.
Actively seek to grow IOA business, including identifying and acting on sales opportunities.
Track policy expirations for existing clients and work proactively to ensure appropriate actions are taken to facilitate renewals.

Requirements

What you’ll need

2 + years of Employee Benefits experience
Active Life & Health License
Exceptional customer service and communication skills
Strong organizational and multi-tasking skills
High accuracy in handling large work volumes
Proficiency in MS Office (Outlook, Word, Excel)
High School Diploma (or equivalent)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Employee Benefits experiencepolicy administrationdata managementclient servicesales opportunitiespolicy setupauditshigh accuracymulti-tasking

Soft Skills

customer servicecommunicationorganizational skillsprofessional developmentteam productivity

Certifications

Life & Health License