Job Description
Responsible for IOA Benefits Account Management activities under Producer direction. Responsibilities include client service and communication, team leadership, directing daily tasks and work activities of Account Coordinators, team and individual productivity, quality, and service levels, implementation of client benefits administrative processes, tracking, renewals, new client setup, and data management/entry.
Key responsibilities include client management, delivering outstanding service, leading the account team, directing daily activities of Account Coordinators, and identifying and acting on sales opportunities. Also manages new business setup, renewals, client relationships, and advocates for clients and carriers. Supports team training and development and ensures compliance with company policies and industry standards. Champion IOA core values and demonstrate integrity and leadership.
About Insurance Office of America
Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States, founded in 1988