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account coordinator

Alera Group

<div>Overview:<div></div><h1 class="jobSectionHeader"><b><br>
Account Coordinator &ndash; Employee Benefits</b></h1><div><b>
In-Office</b></div><div></div><div><br>
At Alera Group, our Employee Benefits teams help organizations attract, retain, and engage their workforce through creative, compliant, and competitive benefits strategies. We&rsquo;re seeking an <b>Account Coordinator</b> who will make a meaningful impact by delivering proactive client service, thoughtful benefits strategy, and a high-touch experience for both clients and employees.</div><div></div><div><b><br>
About Alera Group</b><br>
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients&rsquo; success in Employee Benefits, Property &amp; Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.</div><div></div><div><br>
This role supports clients by ensuring benefits programs are administered accurately, aligned with strategic objectives, and compliant with all regulatory requirements. You&rsquo;ll partner with internal teams and client contacts to deliver seamless execution, creative solutions, and a superior client experience.</div><div></div><h2 class="jobSectionHeader"><b><br>
Why Alera Group</b></h2><ul><li><div><b>
Meaningful Impact:</b> Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction</div></li><li><div><b>
Growth &amp; Learning:</b> Opportunities to deepen your expertise and gain exposure to a variety of clients and industries</div></li><li><div><b>
Collaborative Culture:</b> Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way</div></li></ul>
Responsibilities:
<div><b>
What You&rsquo;ll Do / Your Impact</b></div><div></div><ul><li><div><br>
Maintain and prioritize a task list on a regular basis as directed</div></li><li>
Provide support to local SRM office by completing and hoc administrative tasks as needed and directed Learn and support Client Service Cycle with oversight from experienced team members to ensure a seamless renewal process and retain the business</li><li>
Study and apply SRM resources, available tools, established work products and knowledge to maximize efficiency and effectiveness in client deliverables with oversight from experienced team members</li><li>
Establish positive relationships within the office</li><li>
Assist Client Service Manager with the preparation of RFPs, coordinate vendor responses, and support the development of client presentations</li><li>
Leverage team members to ensure timely delivery of requests for clients, vendors and internal partners</li><li>
Develop strong oral and written communication skills, demonstrated through the ability to effectively present in open enrollment meetings, participate in client calls and correspond viaemail</li><li>
Be innovative and don&rsquo;t be satisfied with the status quo! Generate new and practical ideas, always look to improve
</li><li>Complete training and professional development to gain understanding of the insurance industry</li><li>
Exemplify the highest ethical standards</li></ul><br>
<div></div>
Qualifications:
<div><b>
What You Bring</b></div><div></div><div><b><br>
Required</b></div><ul><li>
0&ndash;2 years of experience in an administrative or support role, preferably in Benefits Administration or Human Resources</li><li><div>
Basic finance/economics understanding</div></li><li><div>
Life &amp; Health License (or obtained within first 90 days of employment)</div></li><li><div>
Excellent communication and collaboration skills</div></li></ul><div><b>
Core Competencies</b></div><ul><li><div>
Attention to detail and organizational skills to manage multiple initiatives</div></li><li><div>
Problem-solving and critical thinking to navigate complex benefits issues</div></li><li><div>
Ability to operate in a fast-paced environment and manage client expectations</div></li><li><div>
Collaborative mindset to work with cross-functional teams</div></li></ul>
Additional Information:
<div><b>
Benefits:</b><br>
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.</div><div></div><div><b><br>
Work Model:</b><br>
This role is <b>In-Office</b></div><div></div><h3 class="jobSectionHeader"><b><br>
Professional Development &ndash; Alera Group Academy</b></h3><div>
At Alera Group, growth isn&rsquo;t left to chance. Through <b>Alera Group Academy</b>, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.</div><div>
You&rsquo;ll have access to:</div><ul><li><div>
Role-specific learning paths</div></li><li><div>
Leadership development programs</div></li><li><div>
Technical and compliance training</div></li><li><div>
Industry certifications and continuing education support</div></li><li><div>
Peer learning and knowledge-sharing communities</div></li></ul><div>
Whether you&rsquo;re deepening technical expertise or preparing for leadership, we&rsquo;re invested in helping you grow.</div><h3 class="jobSectionHeader"><b>
Licensure &amp; Certifications (If Applicable)</b></h3><div>
This position may require:</div><ul><li><div>
Active <b>Texas Life &amp; Health License</b></div></li><li><div>
Ability to obtain required licensure within <b>3 months of hire</b></div></li><li><div>
Ongoing continuing education to maintain active status</div></li></ul><p>
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.</p><div><br>
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.</div><div></div><div><br>
#LI-AM2</div><div>
#LI-In-Office</div></div>

Account Coordinator

<div>Overview:
<p></p><p>
Propel, an Alera Group company, is looking for an <b>Account Coordinator </b>to join our Employee Benefits team. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team &ndash; joining us may be the perfect fit for you!</p><p><br>
Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients&rsquo; success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.</p>
Responsibilities:
<ul><li> Support and collaborate with the Service Team on assigned clients throughout the renewal process and lifecycle for each client</li><li> Develop and demonstrate a working knowledge of the client lifecycle across small, mid and large market segments to better support the team</li><li> Follow workflows, best practices and team processes as outlined by regional and national teams</li><li> Maintain the agency management system and other systems/platforms as needed</li><li> Prepare and develop employee and client communication materials, including but not limited to benefit guides, presentations and other client deliverables</li><li> Prepare and oversee compliance related documents and systems</li><li> Stay current on industry legislative and compliance requirements, including but not limited to COBRA, HIPAA, ERISA, etc.</li><li> Track and retain client documentation within document management system</li></ul>
Qualifications:
<ul><li> Bachelor&rsquo;s degree preferred; high school diploma required</li><li> 1 - 3 years of administrative or office experience</li><li> Basic proficiency in Microsoft Office including Outlook, Excel, PowerPoint and Word</li><li> Ability to handle confidential information</li><li> Strong attention to detail and organizational skills</li><li> Ability to work independently and in a team environment</li><li> Excellent verbal and writing communication</li><li> Process driven with the ability to follow established workflows/checklists</li><li> Strong time management skills and ability to manage multiple tasks</li><li> Eager to learn new concepts and grow professionally</li></ul>
Additional Information:
<p>
This job is expected to be performed on-site in the office.</p><p><br>
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.</p><p><br>
Salary range is $40,000.00 to $55,000.00 per year.</p><p><br>
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.</p><div><br>
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.</div><div></div><div><br>
#LI-WZ1</div><div>
#LI-Onsite</div></div>

Allison Worldwide

<div>
 <strong>
  About Us
  <br/>
  <br/>
 </strong>
 <strong>
  We imagine the new. Inspire the next. And use the power of our creativity to help build up those around us.
  <br/>
  <br/>
 </strong>
 At Allison, we provide a limitless environment where you can build, create, and grow. Our openly collaborative and highly supportive culture is free from bureaucracy and red tape. With over 1,000 innovators from diverse backgrounds, we break new ground for world-class clients across 50 global markets and dozens of industries. We believe in creating a space where everyone can freely express their opinions, share their ideas and dreams for the future, and be themselves.
 <br/>
 <br/>
 We foster an inclusive culture that attracts builders from all backgrounds who can envision new solutions and create outcomes that move our clients' businesses forward, while helping everyone on the team learn and grow together. Our shared ideal of the builder's mindset is limitless and available to everyone, and we push the boundaries to create new and innovative solutions for our clients and ourselves.
 <br/>
 <br/>
 We create lasting impact and relationships, and our culture fosters meaningful connections and friendships that last beyond the workplace. If you're ready to join a team that pushes you to be your best, supports you every step of the way, and celebrates your successes, welcome to the Allison family.
 <br/>
 <br/>
 <strong>
  Overview
  <br/>
  <br/>
 </strong>
 We&rsquo;re looking for an Account Coordinator to join Allison&rsquo;s fast-moving, ideas-driven US Communications Practice . This is an entry level position where you&rsquo;ll have the opportunity to learn more about the PR industry and best practices in client service, media relations and content development.
 <br/>
 <br/>
 Y ou will be responsible for developing curated media lists of reporters that cover client and industry-specific news, issues and announcements, while also conducting regular news monitoring to share trending stories the account team can leverage for clients. You will also develop influencer and media relationships, pitch media to secure press opportunities, track coverage, and support overall account management and administration with weekly meeting agendas, action items and reports.
 <br/>
 <br/>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Participate in team and client calls and provide thorough notes and action items to move deliverables forward every week.
  </li>
  <li>
   Develop the first draft of written content (e.g., press release, briefing books, media pitches, bylines).
  </li>
  <li>
   Monitor and flag client and industry media coverage for the account team.
  </li>
  <li>
   Conduct entry-level media relations with instruction from AE/SAE; pitching news announcements and conducting follow-up via phone and email.
  </li>
  <li>
   Research speaking opportunities, events, and awards.
  </li>
  <li>
   Produce monthly or weekly reports outlining key account activities and initiatives.
  </li>
  <li>
   Learn and become proficient in media tracking, monitoring and data analytics tools such as MuckRack, Critical Mention, Cision and Meltwater.
  </li>
  <li>
   Conduct new business research to support pitches and presentations.
  </li>
  <li>
   Promote and uphold Allison&rsquo;s core values; participate in agency-wide training and professional development programs.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Preferred experience as an intern/apprentice in public relations, marketing or a related field.
  </li>
  <li>
   Technology Industry interest strongly preferred.
  </li>
  <li>
   Self-motivated, eager to learn and enthusiastic about the work.
  </li>
  <li>
   Eye for detail and organization.
  </li>
  <li>
   Comfortable and knowledgeable working in Microsoft Outlook, Word, PowerPoint and Excel alongside Zoom and Microsoft Teams.
  </li>
  <li>
   Ability to take direction, ask clarifying questions and follow through on required deadlines.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Hybrid work environment with home and office schedule (2+ days in office per week) and work from anywhere weeks
  </li>
  <li>
   Comprehensive health benefits (healthcare, vision, dental, pet, home, and auto insurance)
  </li>
  <li>
   Generous time off policies (unlimited paid time off, wellness days, national holidays, summer Fridays)
  </li>
  <li>
   Four-week sabbatical every five years of employment
  </li>
  <li>
   Exceptional parental leave benefits
  </li>
  <li>
   Global mentorship and networking programs
  </li>
  <li>
   Monthly cell phone reimbursement
  </li>
  <li>
   401k savings and employee stock purchase plan
  </li>
  <li>
   Volunteer hours (20 hours annually) for designated non-profit partner and personal choice
  </li>
  <li>
   Globally driven DEI initiatives (Employee Advocacy Groups, DEI committee)
  </li>
  <li>
   Career growth opportunities, such as Allison University (multi-day customized trainings for each level)
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Equal Opportunities
  <br/>
  <br/>
 </strong>
 <strong>
  At Allison, We&rsquo;re different by design.
  <br/>
  <br/>
 </strong>
 Our founding vision was to create a positive and entrepreneurial environment where talented people thrive &ndash; and creativity &ndash; killing bureaucracy&hellip; doesn&rsquo;t.
 <br/>
 <br/>
 We celebrate diversity and are committed to providing an inclusive environment for our employees. We do not tolerate discrimination or harassment of any kind and are committed to building an agency where everyone is welcome, and every voice is heard. We are proud to be an equal opportunity and affirmative action employer.
 <br/>
 <br/>
 In order to comply with equal pay and salary transparency laws in various locations, we believe the target range of base compensation in all locations within the United States for this role is $45k-$55k Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and location.
 <br/>
 <br/>
 In addition to medical, dental and vision coverage, we offer a generous unlimited PTO plan, 401k program and comprehensive benefits plan. Additional perks and benefits include a month-long sabbatical, active employee advocacy groups, globally driven DEI initiatives, wellness days, summer Fridays and learning and development programs for our employees.
 <br/>
 <br/>
 <strong>
  Compensation
  <br/>
  <br/>
 </strong>
 In order to comply with equal pay and salary transparency laws in various locations, we believe the target range of base compensation in all locations within the United States for this role is $45k-$55k Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and location.
</div>


Relation Insurance Services

<div><div><b>WHO WE ARE</b></div><div></div><div>
Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.</div><div><b><br>
WHAT WE&rsquo;RE LOOKING FOR</b></div><div></div><div>
The Account Coordinator assists the Account Management and Consulting teams in servicing and retaining clients. The Account Coordinator works to ensure client retention goals are met by responding promptly to requests from clients, prospects and members of the production and account management staff. The individual in this role is expected to project a professional company image through all interaction with clients, insurance carriers, vendors, team members and others.</div><div></div><div><b>
A GLIMPSE INTO YOUR DAY</b></div><ul><li>
Provides ongoing administrative support and coordinates with Account Managers and other service team members to ensure that clients receive all key deliverables in a timely and accurate manner.</li><li>
Serves as a client advocate and a primary point of contact for assigned accounts.</li><li>
Assists in managing client expectations, service commitments, and anticipates needs of the client.</li><li>
Answers correspondence related to client&rsquo;s employee benefit plans in a timely manner. Documents all client interaction and updates client service logs.</li><li>
Meets with clients and insurance company representatives as requested.</li><li>
Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures and best practices.</li><li>
Quickly identifies and resolves basic client service issues, conducting research, and resolving participant benefit issues. Conducts research on billing issues on behalf of clients.</li><li>
Coordinates with the clients on the accumulation of census data, history of plans, and all other data for insurance carrier quotes.</li><li>
Researches client issues by contacting carriers and vendors on behalf of the client and determines when issues need to be escalated.</li><li>
Creates client monthly, quarterly and annual reports utilizing Relation templates and software.</li><li>
Provides client compliance support including ACA, SPD preparation, 5500 filings and actuary reports.</li><li>
Manages open enrollment and the preparation of presentation materials, employee handouts, and other informational tools for client meetings.</li><li>
Assists with the creation of client presentations using Excel and PowerPoint to summarize client data obtained from vendors or Relation Account Managers.</li><li>
Assists in the Request for Proposal (RFP) process by partnering with clients and ensuring timely responses from vendors.</li><li>
Assists in the review of external vendor contracts, summary plan documents, and employee communications to ensure alignment with client expectations and legal requirements.</li><li>
Reviews Summary Plan Descriptions (SPD) from the carrier and compares it to the client's benefits for accuracy; follows up with the carriers to make any necessary changes are made.</li><li>
Assists with creating spreadsheets and premium allocations.</li><li>
Prepares summaries of insurance with guidance from Account Manager and other service team members.</li><li>
Recommends process improvements as needed.</li><li>
Performs other projects, duties, and tasks, as assigned.</li></ul><div></div><div><b>
WHAT SUCCESS LOOKS LIKE IN THIS ROLE</b></div><ul><li>
A Life, Health and Accident License from state of domicile is required upon hire or within 90 days of hire and must be maintained thereafter.</li><li>
High School Diploma or equivalent required.</li><li>
Minimum of 5+ years of Customer Service experience.</li><li>
Previous Life, Health and Accident experience.</li><li>
Bilingual (English/Spanish) preferred; may be required, depending on location.</li><li>
Working knowledge of insurance markets, products, services insurance ratings and underwriting procedures.</li><li>
Prior experience with agency management systems software and online rating systems.</li><li>
Proficient to advanced skills in using computers, Microsoft Office Suite (emphasis on Excel and PowerPoint) and online rating systems.</li><li>
Excellent interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others.</li><li>
Ability to work independently with limited daily supervision and to work effectively in a team environment.</li><li>
Ability to function effectively under tight time constraints, consistently meets strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.</li></ul><div></div><div><b>
WHY CHOOSE RELATION?</b></div><ul><li>
Competitive pay.</li><li>
A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.</li><li>
Career advancement and development opportunities.</li></ul><div>
.</div><div></div><div><b>
Note: </b>The above is not all encompassing of the full position description.</div><div></div><div><b>
Relation Insurance Inc.</b> provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.</div><div></div><div><div>
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.</div><div><br>
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.</div></div><div></div><div>
.</div><div></div>
$16.35 - $34.36</div>

Account Coordinator - Employee Benefits

FedEx Logistics

<div><p>To provide customers with the highest quality service by providing consistent customer service and resolution in order to ensure timely release and/or inbound or outbound movement of freight/cargo.</p><p><br>
Provide and ensure a high level of customer service by developing and maintaining a strong relationship with customers' front line personnel in the various operating divisions and subsidiaries. Prepare, analyze, and/or submit documentation to the appropriate parties (U.S. Customs, agents, clients) in order to ensure they are in accordance with all applicable laws and regulations relating to customs and transportation. Anticipate, identify, and resolve problems which could delay the timely release or movement of freight. Maintain relationships with correspondent brokers, T&amp;B, and other service providers to ensure that agents exceed the customers' service requirements. Resolve banking and letter of credit problems. Advise customers on payment terms. Resolve billing issues and ensure that invoicing and vendor payments are billed accurately. Complete accurate data input or corrections into computer files. Obtain payment on delinquent accounts and/or complete accounting adjustment forms for review. For transportation customer service reps: develop rates and/or provide quotes for the movement of freight. Research and negotiate carrier rates. Resolve billing issues, coordinate post entry activity on customer's behalf.</p><p></p><p>
High school diploma/GED. Proficient computer skills. Strong cust svc, organizational &amp; communication (written/oral) skills. Strong knowledge of U.S. Customs regulations &amp; other federal regulations and requirements w/respect to specific area of expertise (chb, air trans, ocean trans, surf trans) as applicable depending on functional department. Chb: proficient in H.T.S. Classification &amp; familiary with the harmonized tariff system. Air trans: department of commerece &amp; treasury regulations such as export licensing &amp; schedule b tariff classifications. Banking requirements for international trade. Regulations regarding dangerous goods shipping &amp; foreign regulations. Ocean trans: bsa - icc 400/500/322. Hazardous materials, shipping act of 1984, plant quarantine, usda regs, sgs &amp; other independent surveyor &amp; tariff requirements. Sur trans: regs for import/export; DOT. Basic math skills for conversions to metric and currency evaluations. One and a half (1 1/2) years of work/field experience preferred.</p><p><br>
HS Diploma or GED required. 12 months of brokerage or transportation experience and/or customer service experience required. Required - MS Office, Outlook, Office equipment (phone, fax, photocopier, printer, scanner). Interact with customers, internal staff/departments and management of all levels. Excellent communication skills, verbal and written.</p><p><b><br>
Preferred Qualifications: </b>Monday - Friday 8:00am -4:30pm &ldquo;Mandatory overtime may be required during periods of high volume. In addition, working on company-recognized holidays may be necessary.&quot; HYBRID -&quot;Job will require training and onsite work for 3-6 months, or until productivity and accuracy standards are met. Thereafter, work from home options may become available based upon company needs.&quot;</p><p><b>
Pay Transparency: </b>This compensation range is provided as a reasonable estimate of the current starting salary range for this role across all potential locations. If this opportunity includes multiple job levels, the range is a reasonable estimate of the current starting salary for the lowest level to the current starting salary of the highest level. Actual starting pay would be determined by experience relative to the job, market level, pay at the location for this job, and other job-related factors permitted by law. An employee may be eligible for additional pay, premiums, or bonus potential. The Company offers eligible employees health, vision, and dental insurance, retirement, and tuition reimbursement.</p><p><b>
Pay: </b>15.02 - 23.81 USD Hourly</p><p><b>
Additional Details: </b>* HYBRID **: Candidates must reside within 50 miles of Location Chain FTN/USA/DTW/48174/11101 Metro Airport Center Dr - Internal candidates, please upload your current/updated resume.</p><p><br>
FedEx Logistics provides freight forwarding, as well as import and export services that allow companies to reach markets throughout the world. They help customers of all sizes solve the intricacies of shipping goods globally by providing comprehensive international ocean and air freight forwarding, surface transportation and distribution, customs brokerage, trade and customs advisory services, and advanced e-commerce and trade facilitation solutions. We&rsquo;re glad you stopped by and hope your job search experience with FedEx Logistics, Inc. will be rewarding. We look forward to hearing from you!</p><p>
FedEx Logistics is an Equal Opportunity Employer including, Vets/Disability.</p><ul><li>
Know Your Rights</li><li>
Pay Transparency</li></ul><p>
FedEx Logistics will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the FAIR Chance Initiative for Hiring Ordinance (FCIHOO) for the City of Los Angeles (LAMC 189.00)</p><p>
FedEx Logistics will not rely on the wage history of a prospective employee from any current or former employer when determining the wages for such individual at any stage in the employment process, including in the negotiation or drafting of any employment contract in accordance with Philadelphia Ordinance No. 160840.</p></div><p></p>

Managed Account Coordinator

Insurance Office of America

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <strong>
  Title: Account Coordinator &ndash; Employee Benefits (Remote)
  <br/>
  <br/>
 </strong>
 <strong>
  Work Mode:
 </strong>
 Remote, with some occasional in-office meetings (Florida Residents Only)
 <strong>
  | Location/Supporting:
 </strong>
 Ocala, FL
 <strong>
  | Experience:
 </strong>
 Level-Funded and Self-Funded Plans
 <br/>
 <br/>
 <em>
  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 as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations
  <br/>
  <br/>
 </em>
 <strong>
  About the Role:
 </strong>
 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.
 <br/>
 <br/>
 <strong>
  Key Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Administrative Support: Assist with Benefits department administrative support functions under the direction of Account Team leadership.
  </li>
  <li>
   Client Service: Deliver outstanding client service, anticipating needs and maintaining professional communication.
  </li>
  <li>
   Work Ethic: Demonstrate a strong work ethic, positive attitude, and willingness to assist others.
  </li>
  <li>
   Business Growth: Actively seek to grow IOA business by identifying and acting on sales opportunities.
  </li>
  <li>
   Eligibility Processing: Process client employee plan eligibility data accurately and timely.
  </li>
  <li>
   Technical Issues: Resolve client data portal technical issues with carriers.
  </li>
  <li>
   Data Management: Maintain accurate and up-to-date data in the agency management system.
  </li>
  <li>
   Marketing Support: Provide administrative support for marketing and client reporting functions.
  </li>
  <li>
   Presentation Preparation: Assist in client presentation and meeting preparation.
  </li>
  <li>
   Correspondence Management: Manage incoming mail, faxes, and other correspondence.
  </li>
  <li>
   Collateral Materials: Assist in the compilation and distribution of marketing materials.
  </li>
  <li>
   Office Support: Provide general office support and administration as needed.
  </li>
  <li>
   Performance Monitoring: Monitor individual performance to ensure standards are met.
  </li>
  <li>
   Professional Development: Support team training and development, promote a positive work environment, and seek continuous improvement.
  </li>
  <li>
   Communication: Maintain transparent communication with Producers and team members.
  </li>
  <li>
   Compliance: Ensure adherence to company policies and industry standards.
  </li>
  <li>
   Champion IOA core values and demonstrate integrity and leadership.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Ideal Candidate Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   2+ years of industry experience
  </li>
  <li>
   Exceptional customer service and administrative skills
  </li>
  <li>
   Strong communication, organizational and multi-tasking skills
  </li>
  <li>
   Proficiency in MS Office (Outlook, Word, Excel)
  </li>
  <li>
   High School Diploma (or equivalent)
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What We Offer
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Competitive salaries and bonus potential
  </li>
  <li>
   Company-paid health insurance
  </li>
  <li>
   Paid holidays, vacations, and sick time
  </li>
  <li>
   401K with employer match
  </li>
  <li>
   Professional growth and career progression opportunities
  </li>
  <li>
   Respectful culture and work/family life balance
  </li>
  <li>
   Community service commitment
  </li>
  <li>
   Supportive teammates and a rewarding work environment
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What To Expect (Application Process)
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   30-Minute Phone Screen, Online Assessments, and Interview(s)
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Salary Range
  <br/>
  <br/>
 </strong>
 <em>
  The expected pay range for this position is 47-57K annually, depending on experience, relevant skills, and geographic location.
  <br/>
  <br/>
 </em>
 Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
</div>


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