Job Description:

Title: Account Coordinator – Employee Benefits 

Hybrid: 1-2 of days in office | 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: Responsible for IOA Benefits department administrative and support activities, including internal/external customer service and communication, individual productivity, quality, and service levels, eligibility processing, data entry, general administration, meeting/presentation preparation, marketing/branding functional support, professional development, identification of sales opportunities, and upholding IOA core values. 

 
Key Responsibilities: 

Administrative Support: Assist with Benefits department administrative support functions under the direction of Account Team leadership. 

Client Service: Deliver outstanding client service, anticipating needs and maintaining professional communication. 

Work Ethic: Demonstrate a strong work ethic, positive attitude, and willingness to assist others. 

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

Eligibility Processing: Process client employee plan eligibility data accurately and timely. 

Technical Issues: Resolve client data portal technical issues with carriers. 

Data Management: Maintain accurate and up-to-date data in the agency management system. 

Marketing Support: Provide administrative support for marketing and client reporting functions. 

Presentation Preparation: Assist in client presentation and meeting preparation. 

Correspondence Management: Manage incoming mail, faxes, and other correspondence. 

Collateral Materials: Assist in the compilation and distribution of marketing materials. 

Office Support: Provide general office support and administration as needed. 

Performance Monitoring: Monitor individual performance to ensure standards are met. 

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 industry experience 

Exceptional customer service and administrative skills 

Strong communication, organizational and multi-tasking skills 

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 41-54K 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.