Account Coordinator- Employee Benefits (Remote)

IOA USA

Job Overview

Location

107 Locations

Job Type

Full-time

Full Job Description

📋 Description

• The Account Coordinator – Employee Benefits (Remote) role at IOA USA is essential to supporting the Benefits department’s administrative and client-facing operations, ensuring seamless service delivery, accurate eligibility processing, and proactive identification of sales opportunities while upholding the company’s core values of integrity, teamwork, and excellence.
• This remote position (with occasional in-office requirements for Florida residents within 50 miles of a branch) plays a critical role in maintaining high service levels, data accuracy, and client satisfaction, directly contributing to IOA’s reputation as a trusted provider of employee benefits solutions across its 107 locations.
• Day-to-day responsibilities include providing administrative support to the Account Team under leadership direction, delivering outstanding client service by anticipating needs and maintaining professional communication, and demonstrating a strong work ethic, positive attitude, and willingness to assist team members and clients alike.
• The role involves actively seeking business growth opportunities by identifying and acting on potential sales leads, processing client employee plan eligibility data with accuracy and timeliness, and resolving technical issues related to client data portals in coordination with carriers.
• Key duties also include maintaining accurate and up-to-date records in the agency management system, providing administrative support for marketing and client reporting functions, assisting in the preparation of client presentations and meetings, and managing incoming correspondence such as mail, faxes, and other communications.
• Additional responsibilities encompass compiling and distributing marketing collateral materials, providing general office support as needed, monitoring individual performance to ensure quality and service standards are met, and supporting team training and development initiatives to foster a positive work environment and continuous improvement.
• The Account Coordinator will maintain transparent communication with Producers and team members, ensure compliance with company policies and industry standards, and champion IOA’s core values by demonstrating integrity, leadership, and accountability in all interactions.
• This role offers the opportunity to develop deep expertise in employee benefits administration, gain hands-on experience with level-funded and self-funded plans, and build proficiency in benefits eligibility processing, data management, and client service within a growing national insurance brokerage.
• Over time, the incumbent can expect to strengthen organizational, multitasking, and communication skills, gain exposure to insurance industry operations and compliance requirements, and position themselves for career advancement into senior coordination, account management, or specialist roles within IOA’s Benefits division.

🎯 Requirements

• 2+ years of industry experience in employee benefits, insurance, or a related administrative support role
• Exceptional customer service and administrative skills with a proven ability to manage multiple priorities effectively
• Strong communication, organizational, and multi-tasking abilities, along with proficiency in MS Office (Outlook, Word, Excel)
• High School Diploma or equivalent; additional certifications or coursework in benefits administration are a plus
• Florida residency required for occasional in-office meetings (within 50-mile radius of an IOA branch location)

🏖️ Benefits

• Competitive salaries with bonus potential, ranging from $47,000 to $57,000 annually based on experience and location
• Company-paid health insurance coverage for employees
• Paid holidays, vacation time, and sick leave to support work-life balance
• 401(k) retirement plan with employer match to support long-term financial wellness
• Professional growth and career progression opportunities within a supportive, respectful culture
• Commitment to community service and a collaborative, rewarding work environment with dedicated teammates

Skills & Technologies

Remote

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IOA USA

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About IOA USA

IOA USA is a national independent insurance agency and brokerage headquartered in Orlando, Florida, providing commercial and personal insurance, employee benefits, risk management, and financial services to businesses, nonprofits, and individuals across the United States through a network of offices and specialized divisions.

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