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
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