Job Results
Financial Services
Posted 3 weeks
Tier 3 Scheduler – Multiple Shifts
Precision Imaging Centers - Fleming Island, FL 32003
Description: Now Hiring: Tier 3 Scheduler (Remote) Location: Remote (Work From Home) Department: Call Center Reports To: Call Center Manager Schedule Options (Full-Time): We offer a variety of schedules to support work-life balance: Saturday–Wednesday, 8:00 AM – 4:30 PM Monday–Friday: 8:00 AM – 4:30 PM 9:00 AM – 5:30 PM 10:00 AM – 6:30 PM 11:30 AM – 8:00 PM Join Our Growing Team at Precision Imaging Centers At Precision Imaging Centers, we are committed to delivering Superior Care and Exceptional Clarity to our patients and communities. As a Tier 3 Scheduler, you will play a critical role in ensuring patients receive timely, accurate, and compassionate service while navigating their imaging needs. Position Overview The Tier 3 Scheduler is responsible for managing inbound and outbound calls, text communications, and complex scheduling workflows across multiple service lines, including general imaging, auto/legal cases, and breast imaging. This role requires a high level of attention to detail, strong communication skills, and the ability to work efficiently in a fast-paced, remote environment while maintaining a patient-first approach. Key Responsibilities Manage inbound/outbound calls for general, auto/legal, and breast imaging scheduling Respond to text line inquiries within 3 minutes Schedule a minimum of 25 exams daily and manage approximately 80 calls per day Accurately collect and verify patient demographics, insurance, and financial information Review physician orders for accuracy and protocol compliance Coordinate with referring providers to obtain missing or incomplete information Escalate complex cases appropriately to leadership or senior team members Provide call triage support and route messages to appropriate departments Manage assigned worklists and scheduling-related communications Utilize systems such as Ikonopedia for follow-up tracking Clearly communicate preparation instructions and answer patient billing questions Coordinate transportation for auto/legal patients when needed Maintain high accuracy while multitasking in a fast-paced environment Process incoming faxes and documentation efficiently Qualifications High school diploma or equivalent required Healthcare scheduling experience preferred (radiology or breast imaging strongly preferred) Customer service experience required Knowledge of medical terminology, insurance verification, and authorizations preferred Strong communication, organizational, and problem-solving skills Ability to manage multiple priorities with speed and accuracy Comfortable working in a fully remote environment Benefits & Perks We value our team members and offer a comprehensive benefits package, including: Competitive pay Medical, Dental, and Vision Insurance Paid Time Off (PTO) & Paid Holidays 401(k) Life and Disability Insurance Employee Assistance Program (EAP) Opportunities for growth and advancement Supportive, team-oriented culture Work Environment & Physical Requirements Fully remote, work-from-home position Prolonged periods of sitting and working on a computer/phone Occasional repetitive motions such as typing and reaching If you’re a detail-oriented, patient-focused professional looking to grow in a dynamic healthcare environment, we’d love to hear from you! Apply today and be part of a team making a difference in patient care. Requirements: High school diploma or equivalent required Healthcare scheduling experience preferred (radiology or breast imaging strongly preferred) Customer service experience required Knowledge of medical terminology, insurance verification, and authorizations preferred Strong communication, organizational, and problem-solving skills Ability to manage multiple priorities with speed and accuracy Comfortable working in a fully remote environment
Posted 3 weeks
Loan Processor
Saint Augustine, FL
The Loan Processor supports multiple loan officers that specialize in anything from a simple unsecured loan to a complex commercial real estate loan, and everything in between. To help loan officers provide reliable, consistent service to the customers, the loan processor responds to a multitude of emails and phone calls, helps loan officers stay in compliance, and works well under pressure and deadlines. What you have already achieved: (Requirements) 2+ years of experience in a lending atmosphere with specific knowledge of loan operations/servicing duties and a basic understanding of underwriting guidelines Experience with data entry and Microsoft Office products, LaserPro LOS, Finastra Phoenix Core and ECM imaging A precise attention to details The motivation to learn and constantly improve skills, processes and tools The people skills required to work with all different types of personalities from various backgrounds Good judgment and the ability to keep information confidential The ability to work with little to no supervision What you are great at: (Responsibilities) Process an application and verify accuracy of information supplied Prepare applicable disclosures depending on the loan type Understand and be able to explain disclosures and loan process Order credit report, flood determination, appraisal, survey and title insurance and environmental reports Review appraisals and title insurance received for issues or concerns Call insurance companies for insurance quotes or policies Prepare loan closing documents and send to title company Coordinate with attorneys to prepare loan documentation, ensure attorney has all necessary information to ensure best enforceability of loan and bank protection Fund loan and disburse funds Perform compliance check to ensure appropriate documentation, liens are perfected and file maintenance completed Answer questions in a timely manner in-person, by phone, email, fax or mail. Coordinate with loan officer, borrower, realtor and title company to schedule loan closings Participate in weekly/monthly loan meetings Assist with any other requests and projects assigned as needed What you are motivated by: A fast pace. We've grown exponentially and new team members continue to join our DLP family. A leadership team that trusts each other, communicates effectively, and is committed to helping team members grow, both personally and professionally. Visionary, smart, and innovative Leadership. Ours is the kind of leadership you read about, hope to work with, and learn from. A culture focused on developing and investing in team members - coaching, training, and supporting each other. We have a mantra of "Leaders made here" at DLP, focused on developing and growing leaders. Our Mission: DLP Bank - where Dream, Live, Prosper isn't just our name, it's our philosophy. Our commitment is to deliver a banking experience that helps you dream bigger, live better, and prosper more. Benefits and Perks: Health/dental/vision/life insurance, 401(k) matching, learning/educational incentives, Volunteer Time Off, well-being programs, company events, self improvement/productivity tools, & the incredible feeling of making a difference. DLP is a committed Equal Opportunity Employer. If you are a qualified individual with a disability and require assistance in searching for a position or submitting an application, please contact HR at [email protected]. Offers of employment are conditional upon satisfactory completion of pre-employment background verification (including E-Verify). California applicants can view our California Data Privacy Policy here.
Posted 3 weeks
Patient Relations Coordinator
Ackerman Urology - Saint Augustine, FL 32095
Ackerman Urology, a private physician-owned practice, is dedicated to delivering the highest quality urological care in a compassionate, patient-centered environment. Through our strong partnership with Ackerman Cancer Center, we are uniquely positioned to provide men facing a prostate cancer diagnosis with innovative treatment options and the best possible outcomes. We are proud to offer a comprehensive benefits package that includes medical, dental, and vision coverage, voluntary benefits, a 401k retirement plan, tuition reimbursement, and generous paid time off (PTO). Position Overview The Patient Relations Coordinator is responsible for managing patient interactions, including answering multi-line phone calls, scheduling appointments, verifying insurance eligibility, and collecting co-pays. This role also assists with medical records, coordinates physician schedules, and ensures accurate documentation in the Electronic Medical Records (EMR) system. Additionally, the coordinator performs general office and receptionist duties, contributing to an efficient and welcoming healthcare environment. Essential Job Functions Provide professional telephone services, schedule appointments, and send reminders Greet and check in patients, assist with paperwork, and enter information into the EMR system Verify and update patient demographics and insurance eligibility, including obtaining prior referrals Process co-payments and track patient financial responsibilities Coordinate appointments with referring physicians and schedule follow-ups and physician-ordered tests Track and update physician schedules Obtain, scan, and attach medical records to patient charts Maintain the waiting room, ensure a welcoming environment, and prepare refreshments Make reminder calls for labs, follow-ups, and upcoming visits Generate daily clinical summaries and weekly demographic compliance reports Obtain and upload patient photos for charts Requirements: Required Associate’s or Bachelor’s Degree preferred Strong organization, time management, and attention to detail Excellent telephone etiquette and communication skills Professional, friendly, and confident interpersonal skills Knowledge of medical terminology and insurance verification processes Proficiency in Microsoft Office (Excel, Outlook, Word) and standard office equipment Preferred Medical office experience Prior experience working in a medical office Experience with multi-line phone systems and Electronic Medical Records (EMRs) Bilingual proficiency is a plus Knowledge of Insurance verification Hours: Monday- Friday, 8:00 AM-4:30PM
Posted 3 weeks
Dental Office Assistant – Business Assistant
Heartland Dental - Jacksonville, FL 32218
Dental Receptionist - Business Assistant Skymarks Family Dental Care is looking for a Business Assistant to join our team. Previous dental experience required. Why Heartland Dental? Heartland Dental believes that to provide exceptional lifetime care for patients, we must hire and grow team members who will support the business and clinical needs of each supported dental office and foster a strong team building culture. As a Business Assistant, you’ll work in an environment that encourages learning, team cohesion, and puts patients first. Supporting our front office as a Business Assistant, you’ll be surrounded by camaraderie and partnership - where patients come first, and continuous learning is encouraged! Hard-working and motivated, the successful candidate will bring a passion for helping our team provide the best patient care to the communities they serve. Heartland Dental was recently recognized by Newsweek for two awards: America’s Greatest Workplaces and America’s Greatest Workplaces for Diversity in 2024. These prestigious honors come after the organization was reviewed among 1.5 million large and mid-sized companies in a nationwide study and achieved a 5-star rating for both awards. More about the role Greet and welcome patients as they enter the office to create a great first impression of our team Manage front office duties, including answering phones, checking office mail and email, communicating with patients and insurance companies Utilize Dentrix for patient scheduling and records Schedule and confirm appointments for multiple providers in the office File patient insurance claims and follow up on outstanding claims, verification of benefits and explanation of coverage Post insurance and patient payments and process accounts receivables Review treatment plan fees and payment options with patients Partner with the providers and team to implement Heartland Dental systems to optimize office potential What You’ll Gain Competitive benefits including health insurance, retirement savings plans, six paid holidays, and PTO (paid time off) Front loaded education and training, providing you the opportunity to develop to your full potential Opportunity to be a part of a secure company with 20+ years of industry leading experience that provides a stable career with unlimited growth potential Access to on-demand Daily Pay Minimum Qualifications Experience working in a fast-paced and customer-centric environment Excellent communication and organizational skills The position will have access to minimum PHI necessary for performing job-related functions; regular HIPAA training, aligning with the specific role and responsibilities, will be required; and the individual will need to protect PHI and maintain data safeguards. Preferred Experience 1+ years of experience in a dental or medical setting 1+ years of experience with insurance billing and accounts receivable Dentrix or other dental software experience Physical Requirements: Ability to perform essential duties satisfactorily with or without reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties of the position Prolonged periods sitting at a desk and working on a computer Must be able to lift up to 15 pounds at times Availability to attend virtual training sessions (or in-person) periodically throughout the year As part of our commitment to maintaining a safe and healthy environment for both team members and patients, a tuberculosis (TB) test is required for all new hires in dental office positions. This is a standard requirement for dental office roles and must be completed prior to starting employment. The test will be arranged during the pre-employment process, and any necessary guidance or paperwork will be provided. Not applicable in state of FL & TN. Who is Heartland Dental? Heartland Dental is the nation's largest dental support organization, providing non-clinical administrative support services to more than 3,000 supported doctors across 39 states and the District of Columbia in over 1,800 dental offices. Each Heartland Dental supported office is unique to the community and the patients they serve. Supported doctors are the leaders of their practice and retain clinical autonomy. All Heartland Dental supported doctors are united by a common goal: delivering the highest quality dental care and experiences to the communities they serve. At Heartland Dental, we’re committed to living our core values which promote diversity and inclusion. We provide all employees and applicants for employment the protections of federal, state, and local laws affording equal opportunity in employment.
Posted 3 weeks
Workforce Coordinator
Brightway Insurance - Jacksonville, FL 32256
About Brightway Established in 2008, Brightway is proud to be one of the fastest-growing insurance agency systems in the United States. With over 350 franchises spanning 35+ states and an impressive $1.3 billion in annual premiums, we rank among the nation’s largest privately owned property and casualty insurance distribution companies. We support our agency owners with comprehensive back-office services, marketing resources, and continuous learning and development. We are embarking on the next stage of our customer-centric growth, driven by innovation from our talented associates and the application of cutting-edge technologies. This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture. As a Brightway team member, you'll engage in exciting projects that are reshaping the industry, working alongside a dedicated team committed to delivering exceptional customer service and safeguarding our clients' most valuable assets. - Scope : Reviews calls and other incoming work volumes to determine workforce deployment that will net greatest customer satisfaction and renewal rates. Identifies system, process and workflow enhancements. Plays a key role as the “face/voice of Brightway Leadership” to Service Center Team and others. Job Responsibilities: Reviews data from a wide variety of sources to make independent decisions quickly and accurately regarding effective staffing levels. Uses minute-to-minute data to determine immediate needs and uses historical trends to project future needs. Adjusts worker schedules in real-time to ensure customer satisfaction and determine the levels needed to ensure goals are met. Maintain workers’ licensing scheduling requirements, ensure effective forecasting and scheduling to support operational needs, and ensure timely and accurate reporting. Proactively identify improvements that would enable better customer service, higher retention rates, efficiency in workflow/output and enhanced work environment. Maintains current and accurate procedures manual for department and makes recommendations as needed. Uses extensive background to solve complex, critical problems. Reports on activity and outcomes to manager. Represents team to company leadership. Incorporates feedback to achieve higher levels of customer satisfaction. Documents activities and follow up in appropriate systems regularly and accurately. Stays current on contact center strategies and trends. Performs other related duties as assigned. Skills, Licenses, Certifications: Exceptional customer service mindset; a desire and ability to lead a group to superior outcomes Excellent verbal and written communicator; must be able to convey the most complex of ideas in a clear and concise manner Ability to learn new Brightway systems and procedures quickly Superior independent judgment and decision making Superior creativity in problem solving Ability to learn, embrace and put into practice new concepts and skills Able to gather and analyze complex facts and data, draw inferences, weigh alternatives and present logical solutions Excellent time management skills; is able to model this behavior for others on the team Leader in the organization; supports management in delivering messages to employees Can demonstrate Brightway values of Smart, Accountable and Trustworthy. Education and Experience: Associate or undergraduate’s degree is preferred or 3-4 years’ experience in call center workforce management. The applicant must be proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint). This Position will be ONSITE in Jacksonville, FL or Charlotte, NC - Equal Employment Opportunity: Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law. We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. Our goal is to provide a work environment that is free from discrimination and harassment, where everyone has an equal opportunity to succeed and grow.
Posted 3 weeks
Sales Representative
Nations Bus - Saint Augustine, FL 32084
*Commercial Vehicle Sales Representative* *Position Overview* We are seeking a motivated and customer-focused Commercial Vehicle Sales Representative to join our team. In this role, you will be responsible for driving sales of new and used commercial vehicles, building strong client relationships, and ensuring a high level of customer satisfaction throughout the sales process. *Key Responsibilities* * Respond promptly to customer inquiries via phone, email, and in person * Build and maintain strong, long-term client relationships * Generate, qualify, and follow up on sales leads * Conduct sales calls with new and existing customers * Negotiate pricing and terms for new and used commercial vehicle sales * Participate in sales events, promotions, and outreach activities * Ensure a seamless and positive customer experience from initial contact through delivery * Communicate with manufacturers to develop floor plans, create sales orders, and prepare customized client proposals *Qualifications* * Previous experience in commercial or automotive sales preferred * Strong computer skills with proficiency in Microsoft Word, Excel, Outlook, and the ability to quickly learn new systems and software * Excellent communication and interpersonal skills (written, verbal, and phone) * Strong organizational skills with attention to detail and the ability to manage multiple priorities * Professional, friendly, and customer-oriented attitude * Ability to work effectively under pressure and adapt to different customer personalities * Valid driver’s license with a clean driving record (CDL training provided by the company) *What We Offer* * Competitive compensation package * Health insurance * 401(k) retirement plan * Flexible Spending Account (FSA) / Health Savings Account (HSA) options * Paid holidays * Paid vacation time * Company-paid Commercial Driver’s License (CDL) training * Opportunities for career growth and advancement *Equal Opportunity Employer* We are an equal opportunity employer and consider all qualified applicants without regard to age, race, color, religion, sex, national origin, disability, sexual orientation, gender identity or expression, or veteran status Pay: From $48,000.00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Flexible spending account * Health insurance * Health savings account * Life insurance * Paid time off * Vision insurance Experience: * Sales: 1 year (Preferred) Work Location: In person
Posted 3 weeks
Loan Sales Specialist – Airport
OneMain Financial - Jacksonville, FL 32218
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days’ vacation per year, prorated based on start date) Paid sick leave as determined by state or local ordinance (prorated based on start date) 11 Paid holidays (4 floating holidays, prorated based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be - in person, by phone and online. At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee OneMain Holdings, Inc. is an Equal Employment Opportunity (EEO) employer. Qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship status, color, creed, culture, disability, ethnicity, gender, gender identity or expression, genetic information or history, marital status, military status, national origin, nationality, pregnancy, race, religion, sex, sexual orientation, socioeconomic status, transgender or on any other basis protected by law.
Posted 3 weeks
Account Associate – Employee Benefits – Hybrid
Insurance Office of America - Jacksonville Beach, FL 32233
Job Description: Title: Account Associate – Employee Benefits Work Mode: Hybrid 1-day in-office/ Open to Remote for Florida Residents | 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 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 About the Role: This position handles Account Associate activities for the IOA Employee Benefits team under a Producer, AE, AM, or EB Operations Team Leader. Responsibilities include client service, directing Account Coordinators, team productivity, policy administration, renewals, new policy setup, audits, data management, communication, professional development, identifying sales opportunities, and upholding IOA core values. Key Responsibilities: Client Management: Under the direction of a Producer, AE, AM, or EB Team Leader, assist in managing an assigned book of business, meeting all performance requirements regarding production, quality, and service, and ensuring no liability associated with errors and omissions occurs. Client Service: Deliver outstanding client service at all times, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to any service requests. Team Leadership: Direct day-to-day activities and workflow of Account Coordinator(s), including making work assignments, delegating tasks, communicating performance expectations, monitoring execution to ensure performance requirements are met, and recommending corrective actions when needed. Business Growth: Actively seek to grow IOA business, including identifying and acting on sales opportunities. Policy Management: Track policy expirations for existing clients and work proactively to ensure appropriate actions are taken to facilitate renewals. 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 Employee Benefits experience Active Life & Health License Exceptional customer service and communication skills Strong organizational and multi-tasking skills High accuracy in handling large work volumes 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 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 42-60K 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.
Posted 3 weeks
Account Associate – Employee Benefits – Hybrid
Insurance Office of America - Green Cove Springs, FL 32043
Job Description: Title: Account Associate – Employee Benefits Work Mode: Hybrid 1-day in-office/ Open to Remote for Florida Residents | 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 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 About the Role: This position handles Account Associate activities for the IOA Employee Benefits team under a Producer, AE, AM, or EB Operations Team Leader. Responsibilities include client service, directing Account Coordinators, team productivity, policy administration, renewals, new policy setup, audits, data management, communication, professional development, identifying sales opportunities, and upholding IOA core values. Key Responsibilities: Client Management: Under the direction of a Producer, AE, AM, or EB Team Leader, assist in managing an assigned book of business, meeting all performance requirements regarding production, quality, and service, and ensuring no liability associated with errors and omissions occurs. Client Service: Deliver outstanding client service at all times, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to any service requests. Team Leadership: Direct day-to-day activities and workflow of Account Coordinator(s), including making work assignments, delegating tasks, communicating performance expectations, monitoring execution to ensure performance requirements are met, and recommending corrective actions when needed. Business Growth: Actively seek to grow IOA business, including identifying and acting on sales opportunities. Policy Management: Track policy expirations for existing clients and work proactively to ensure appropriate actions are taken to facilitate renewals. 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 Employee Benefits experience Active Life & Health License Exceptional customer service and communication skills Strong organizational and multi-tasking skills High accuracy in handling large work volumes 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 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 42-60K 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.
Posted 3 weeks
Account Associate – Employee Benefits – Hybrid
Insurance Office of America - Atlantic Beach, FL 32233
Job Description: Title: Account Associate – Employee Benefits Work Mode: Hybrid 1-day in-office/ Open to Remote for Florida Residents | 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 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 About the Role: This position handles Account Associate activities for the IOA Employee Benefits team under a Producer, AE, AM, or EB Operations Team Leader. Responsibilities include client service, directing Account Coordinators, team productivity, policy administration, renewals, new policy setup, audits, data management, communication, professional development, identifying sales opportunities, and upholding IOA core values. Key Responsibilities: Client Management: Under the direction of a Producer, AE, AM, or EB Team Leader, assist in managing an assigned book of business, meeting all performance requirements regarding production, quality, and service, and ensuring no liability associated with errors and omissions occurs. Client Service: Deliver outstanding client service at all times, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to any service requests. Team Leadership: Direct day-to-day activities and workflow of Account Coordinator(s), including making work assignments, delegating tasks, communicating performance expectations, monitoring execution to ensure performance requirements are met, and recommending corrective actions when needed. Business Growth: Actively seek to grow IOA business, including identifying and acting on sales opportunities. Policy Management: Track policy expirations for existing clients and work proactively to ensure appropriate actions are taken to facilitate renewals. 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 Employee Benefits experience Active Life & Health License Exceptional customer service and communication skills Strong organizational and multi-tasking skills High accuracy in handling large work volumes 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 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 42-60K 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.