Job Summary

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; IOA core values.

Key Responsibilities

• Lives and champions IOA core values at all times, demonstrating the highest levels of personal character, integrity, and servant leadership.
• Under direction of Account Team leadership, assists with Benefits department administrative support functions, meeting all performance requirements regarding production, quality, and service, and ensuring that no liability associated with errors and omissions occur.
• Delivers outstanding client service at all times, including proactively anticipating internal and external client needs, maintaining frequent and professional communication, and responding quickly to any service requests.
• Demonstrates a strong work ethic, positive attitude, and willingness to assists others at all times.
• Actively seeks to grow IOA business, including identifying and acting on sales opportunities.
• Processes all client employee plan eligibility data completely, accurately, and within required timeframes, including:
  • New hire benefit enrollments
  • Benefit plan participant changes and terminations
• Notifies and effectively works with carriers to resolve any client data portal technical issues.
• Maintains agency management system, ensuring all data entered is complete, clearly presented, accurate, and up-to-date.
• Provides administrative support for carrier marketing, marketing/branding, and client reporting functions within team.
• Assists in client presentation and meeting preparation.
• Manages all incoming mail, faxes, and other correspondence.
• Assists in compilation and distribution of marketing/collateral materials.
• Willingly assists in any general office support/administration when requested or assigned.
• Monitors Individual performance to ensure productivity, efficiency, quality, and service standards are met, taking corrective actions when required.
• Actively promotes IOA culture and a positive work environment at all times, including participation in team building and other activities.
• Maintains frequent and transparent communication regarding individual performance and activities with supervisor.
• Works effectively with 1099 sales personnel as needed, seeking input and developing win-win solutions to any process, service, quality, or productivity issues.
• Continually seeks to improve individual and team performance, including identifying, communicating and adopting best practices.
• Complies with all company work rules, standards, and policies and procedures at all times.
• Grows and maintains technical competence and industry/market knowledge.
• Ensures professional skills are continuously improved by actively participating in internal/external development opportunities.
• Develops and maintains positive, productive relationships with IOA leadership, peers, co-workers, teammates and employees.
• Performs other duties as assigned.

Required Competencies, Skills, & Experience

• 2 years of industry experience
• Excellent administrative, multi-tasking, and organizational skills
• Customer service skills
• Outstanding verbal/written communication skills
• PC proficiency
• Exceptional personal character
• High School Diploma (or equivalent)