Description
Job Description:
Title: Account Coordinator – Employee Benefits (Remote)
Work Mode: Remote, with some occasional in-office meetings (Florida Residents Only) | Location/Supporting: Ocala, 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: Responsible for IOA Benefits department administrative and support activities, including internal/external customer service and communication, individual productivity, quality, and service levels, eligibility processing, data entry, general administration, meeting/presentation preparation, marketing/branding functional support, professional development, identification of sales opportunities, and upholding IOA core values.
Key Responsibilities:
Administrative Support: Assist with Benefits department administrative support functions under the direction of Account Team leadership.
Client Service: Deliver outstanding client service, anticipating needs and maintaining professional communication.
Work Ethic: Demonstrate a strong work ethic, positive attitude, and willingness to assist others.
Business Growth: Actively seek to grow IOA business by identifying and acting on sales opportunities.
Eligibility Processing: Process client employee plan eligibility data accurately and timely.
Technical Issues: Resolve client data portal technical issues with carriers.
Data Management: Maintain accurate and up-to-date data in the agency management system.
Marketing Support: Provide administrative support for marketing and client reporting functions.
Presentation Preparation: Assist in client presentation and meeting preparation.
Correspondence Management: Manage incoming mail, faxes, and other correspondence.
Collateral Materials: Assist in the compilation and distribution of marketing materials.
Office Support: Provide general office support and administration as needed.
Performance Monitoring: Monitor individual performance to ensure standards are met.
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 industry experience
Exceptional customer service and administrative skills
Strong communication, organizational and multi-tasking skills
Proficiency in 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
What to Expect (Application Process):
30-Minute Phone Screen, Online Assessments, and Interview(s)
Salary Range
The expected pay range for this position is 47-57K annually, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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