About the role

  • Account Executive managing employee benefits account activities and client relationships for IOA. Collaborating with Producers to ensure outstanding service, sales, and professional development in hybrid work environment.

Responsibilities

  • Manage IOA Benefits Account activities and sales in collaboration with the Producer
  • Ensure outstanding client service and no errors
  • Direct daily activities of Account Managers and Coordinators
  • Identify and act on sales opportunities
  • Manage client data, communication, and benefits plan setup
  • Update client data, manage communication, and assist with budgeting and compliance
  • Build and improve client relationships
  • Identify market trends and represent clients in negotiations
  • Maintain accurate data in the agency system
  • Support team training and development
  • Ensure adherence to company policies and industry standards

Requirements

  • 7+ years of industry experience
  • Required active licensing
  • Exceptional customer service and communication skills
  • Strong organizational, delegation, and decision-making skills
  • Consultative sales and presentation skills
  • High accuracy in handling large work volumes
  • Proficiency in MS Office (Outlook, Word, Excel)
  • High School Diploma (or equivalent)

Benefits

  • 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

Job title

Account Executive – Employee Benefits

Job type

Experience level

SeniorLead

Salary

$110,000 - $130,000 per year

Degree requirement

High School Diploma

Location requirements

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