Account Associate

1 week ago

Jacksonville, FL, United States Insurance Office of America Full time

Description

Job Description:

Title: Account Associate – Employee Benefits 

Remote: Florida Residents only | Location/Supporting: Tampa, 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. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations 

 
About the Role: 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. 

 
Key Responsibilities: 

  • Client Management: Under the direction of a Producer, AE, AM, or EB Team Leader, assist in managing an assigned book of business, meeting all performance requirements regarding production, quality, and service, and ensuring no liability associated with errors and omissions occurs. 

  • Client Service: 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. 

  • Team Leadership: Direct day-to-day activities and workflow 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. 

  • Business Growth: Actively seek to grow IOA business, including identifying and acting on sales opportunities. 

  • Policy Management: Track policy expirations for existing clients and work proactively to ensure appropriate actions are taken to facilitate renewals. 

  • 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 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) 

 
What We Offer: 

  • Competitive salaries and bonus potential 

  • Company-paid health insurance 

  • Paid holidays, vacations, and sick time 

  • 401K with employer match 

  • Employee stock plan participation 

  • 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 48-63K 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.

  • Account Associate-Commerical Lines Insurance

    3 days ago

    Jacksonville, FL, United States Insurance Office of America Full time

    Description Location: Jupiter, FL (hybrid or remote) Book of Business: Agriculture We’re Insurance Office of America, one of the nation’s largest privately held agencies.  IOA was founded in 1988 with the idea that professional client service provided by knowledgeable, caring, and passionate people makes for a winning combination.  Whether working...

  • Tax Accounting Associate

    4 days ago

    Jacksonville, FL, United States Macquarie Global Services Full time

    We have an exciting opportunity for you to join a group of diverse tax professionals on our Tax Reporting team and support our businesses in the Americas. This role will coordinate and manage the tax compliance and reporting for businesses in our Americas region.At Macquarie, our advantage is bringing together diverse people and empowering them to shape all...

  • Tax Accounting Associate

    3 days ago

    Jacksonville, FL, United States Macquarie Global Services Full time

    We have an exciting opportunity for you to join a group of diverse tax professionals on our Tax Reporting team and support our businesses in the Americas. This role will coordinate and manage the tax compliance and reporting for businesses in our Americas region.At Macquarie, our advantage is bringing together diverse people and empowering them to shape all...

  • Accountant

    2 weeks ago

    Jacksonville, FL, United States Ascendo Resources Full time

    We are seeking a detail-oriented and motivated Accountant to join our team on a contract-to-hire basis. The ideal candidate will have a strong foundation in accounting principles, financial reporting, and general ledger management. This role offers the opportunity to transition into a permanent position based on performance and business needs. Base pay range...

  • Accounting Clerk

    3 days ago

    Jacksonville, FL, United States The Hotel at Avalon Full time

    Accounting Clerk page is loaded## Accounting Clerkremote type: On-Sitelocations: Marriott Jacksonville - Jacksonville, FLtime type: Full timeposted on: Posted Todayjob requisition id: JR111041Elevate your career in the heart of downtown Jacksonville Florida. The Marriott Jacksonville Downtown is situated in the heart of the River City district. We love to...

  • Accounting Clerk

    3 days ago

    Jacksonville, FL, United States The Hotel at Avalon Full time

    Accounting Clerk page is loaded## Accounting Clerkremote type: On-Sitelocations: Marriott Jacksonville - Jacksonville, FLtime type: Full timeposted on: Posted Todayjob requisition id: JR111041Elevate your career in the heart of downtown Jacksonville Florida. The Marriott Jacksonville Downtown is situated in the heart of the River City district. We love to...

  • Accounting Clerk

    3 days ago

    Jacksonville, FL, United States The Hotel at Avalon Full time

    Accounting Clerk page is loaded## Accounting Clerkremote type: On-Sitelocations: Marriott Jacksonville - Jacksonville, FLtime type: Full timeposted on: Posted Todayjob requisition id: JR111041Elevate your career in the heart of downtown Jacksonville Florida. The Marriott Jacksonville Downtown is situated in the heart of the River City district. We love to...

  • Accounting Clerk

    3 days ago

    Jacksonville, FL, United States The Hotel at Avalon Full time

    Accounting Clerk page is loaded## Accounting Clerkremote type: On-Sitelocations: Marriott Jacksonville - Jacksonville, FLtime type: Full timeposted on: Posted Todayjob requisition id: JR111041Elevate your career in the heart of downtown Jacksonville Florida. The Marriott Jacksonville Downtown is situated in the heart of the River City district. We love to...

  • Accounting Clerk

    3 days ago

    Jacksonville, FL, United States The Hotel at Avalon Full time

    Accounting Clerk page is loaded## Accounting Clerkremote type: On-Sitelocations: Marriott Jacksonville - Jacksonville, FLtime type: Full timeposted on: Posted Todayjob requisition id: JR111041Elevate your career in the heart of downtown Jacksonville Florida. The Marriott Jacksonville Downtown is situated in the heart of the River City district. We love to...

  • Accounting Clerk

    3 days ago

    Jacksonville, FL, United States The Hotel at Avalon Full time

    Accounting Clerk page is loaded## Accounting Clerkremote type: On-Sitelocations: Marriott Jacksonville - Jacksonville, FLtime type: Full timeposted on: Posted Todayjob requisition id: JR111041Elevate your career in the heart of downtown Jacksonville Florida. The Marriott Jacksonville Downtown is situated in the heart of the River City district. We love to...