View Our Website View All Jobs

Employee Benefits Account Manager

Employee Benefits Account Manager – Longwood, FL

Founded in 1988 with the idea that professional client service provided by knowledgeable, caring, and passionate people makes for a winning combination, Insurance Office of America has grown into a family of companies anchored by one of the nation’s largest privately held insurance brokerages.   Whether working at our home office in suburban Orlando, Florida, one of our branch offices across the US and London, or with one of our subsidiary companies, the continued growth of our nearly 1,000 employees is a testament to our belief that great things start with great people!

At IOA, we’re driven by our mission and core values. We work hard, but we have fun too. Workplace ideals like leading by serving, work/family life balance, and giving back to our community aren’t just clichés here – they’re a part of who we are. We believe in helping people grow, develop and achieve their professional goals, so when you join the IOA team you truly become a partner in our shared success.

 Some Great Reasons to Work at IOA…

  • Competitive salaries and bonus earning potential
  • Great benefits, including company paid health insurance
  • Paid time off for holidays, vacations, and sick time
  • 401K with employer match
  • Participation in employee stock plan
  • Opportunities for professional growth and career progression
  • Company commitment to work/family life balance and community service
  • Teammates who share your drive for excellence
  • Knowing every day you are helping our clients protect their families and businesses

Position Summary: The Account Manager in the Employee Benefits department will provide a proactive and consistent service model to the assigned book of business and the IOA advocate. The day to day responsibility focuses on managing the relationship and being the subject matter expert to support the clients Employee Benefits program.

Essential Duties and Responsibilities include the following; other duties may be assigned.

  • Lives and champions IOA core values at all times, demonstrating the highest levels of personal character, integrity, and servant leadership.
  • Under direction of a Producer, manages an assigned book of business, meeting all performance requirements regarding production, quality, and service, and ensuring that no liability associated with errors and omissions occur.
  • Delivers outstanding client service at all times, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to any service requests.
  • Provides leadership within the account team, demonstrating a strong work ethic, positive attitude, and willingness to assist others at all times.
  • Directs day-to-day activities and work flow of Account Coordinator(s), including making work assignments, delegating tasks, communicating performance expectations, monitoring execution to ensure performance requirements are met, and recommending corrective actions when needed.
  • Actively seeks to grow IOA business, including identifying and acting on sales opportunities.
  • Manages new business set up process, including:
    • Gathering all relevant client data.
    • Creating a client file in the agency management system.
    • Serving as communication liaison with both client and carrier.
      • Preparing and distributing Agent of Record (AOR) notification.
      • Obtaining current carrier rates, benefits information, and claims experience reporting.
      • Setting up any applicable internal services, including Zywave and EAF.
    • Performing client compliance audit.
    • Coordinating and executing client education campaign, including training on software/technology and carrier interface portals.
    • Coordinating and conducting client employee meetings as needed.
    • Consulting with client to ensure benefit plan year summary and annual enrollment administrative tasks are completed prior to effective plan date.
  • Manages existing business renewal process, including:
    • Verifying all relevant client data.
    • Updating client file information in the agency management system.
    • Serving as communication liaison with both client and carrier.
      • Obtaining current carrier rates, benefits information, and claims experience reporting.
      • Verifying ongoing usage of any applicable internal services, including Zywave and EAF, and making updates as needed.
    • Performing client compliance audit.
  • Manage risk and identify when a matter requires escalation to protect IOA from unnecessary exposure.
  • Adhere to the management administrative process to proactively and consistently service the assigned book of business.
  • Service the IOA agent to support new business and renewal endeavors.
  • Service inbound client communications to facilitate resolution for the employer and the covered individual.
  • Maintain Epic according to the standard operating procedure in a thorough and accurate manner.
  • Perform eligibility audits to assist with billing inquiries and challenges.
  • Provides leadership within the account team, demonstrating a strong work ethic, positive attitude, and willingness to assist others at all times.

Required Competencies, Skills, & Experience:

  • License – Must possess state required Health & Life insurance license
  • 5+ years industry experience
  • Bachelor's Degree preferred
  • Outstanding verbal/written communication
  • PC proficiency
  • Exceptional personal character

For more information, please visit our website at www.ioausa.com

IOA is an Equal Opportunity Employer and is in compliance with Title VII of the Civil Rights Act of 1964 as amended, Age Discrimination in Employment Act of 1967, and the Rehabilitation Act of 1973, and employs without regard to sex, race, color, national origin, religion, age, handicap or status as a disabled or Vietnam era veteran.

 

IOA is a drug-free workplace.


 

Read More

Apply for this position

Required*
Apply with Indeed
Attach resume as .pdf, .doc, or .docx (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

150