Job Results
Financial Services
Posted 7 days
Account Manager- Employee Benefits
Insurance Office of America - Atlantic Beach, FL 32233
Job Description: Title: Account Manager – Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only | Location/Supporting: Longwood, FL | Experience: Level-Funded and Self-Funded Plans Supporting: Shared Services - provides service support to other IOA account teams during their first 3-6 months with account management and service. 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: Responsible for IOA Benefits Account Management activities under Producer direction. Responsibilities include client service and communication, team leadership, directing daily tasks and work activities of Account Coordinators, team and individual productivity, quality, and service levels, implementation of client benefits administrative processes, tracking, renewals, new client setup, data management/entry, Producer communication, team and individual professional development, identification of sales opportunities, and upholding IOA core values. Key Responsibilities: Client Management: Manage an assigned book of business, ensuring performance requirements are met and no liability occurs. Client Service: Deliver outstanding service, anticipate client needs, maintain professional communication, and respond quickly to requests. Team Leadership: Lead the account team with a strong work ethic, positive attitude, and willingness to assist others. Daily Activities: Direct daily activities of Account Coordinator(s), assign tasks, communicate expectations, monitor execution, and recommend corrective actions. Business Growth: Identify and act on sales opportunities to grow IOA business. New Business Setup: Manage new business setup, including data gathering, client file creation, communication, AOR notifications, carrier rates, internal services setup, compliance audits, client education, and employee meetings. Renewal Process: Manage renewals by verifying client data, updating files, liaising with clients and carriers, obtaining rates, ensuring internal services usage, performing audits, coordinating training, and conducting meetings. Client Relationships: Build and improve client relationships, seek feedback, and implement improvements. Intermediary Role: Advocate for clients and carriers to ensure mutually beneficial outcomes. Value-Added Solutions: Identify and implement value-added solutions for clients. 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: 5+ years of industry experience Required active licensing Exceptional customer service and communication skills Strong organizational, delegation, and decision-making 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 70-90K 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 7 days
Account Manager- Employee Benefits
Insurance Office of America - Fernandina Beach, FL 32034
Job Description: Title: Account Manager – Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only | Location/Supporting: Longwood, FL | Experience: Level-Funded and Self-Funded Plans Supporting: Shared Services - provides service support to other IOA account teams during their first 3-6 months with account management and service. 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: Responsible for IOA Benefits Account Management activities under Producer direction. Responsibilities include client service and communication, team leadership, directing daily tasks and work activities of Account Coordinators, team and individual productivity, quality, and service levels, implementation of client benefits administrative processes, tracking, renewals, new client setup, data management/entry, Producer communication, team and individual professional development, identification of sales opportunities, and upholding IOA core values. Key Responsibilities: Client Management: Manage an assigned book of business, ensuring performance requirements are met and no liability occurs. Client Service: Deliver outstanding service, anticipate client needs, maintain professional communication, and respond quickly to requests. Team Leadership: Lead the account team with a strong work ethic, positive attitude, and willingness to assist others. Daily Activities: Direct daily activities of Account Coordinator(s), assign tasks, communicate expectations, monitor execution, and recommend corrective actions. Business Growth: Identify and act on sales opportunities to grow IOA business. New Business Setup: Manage new business setup, including data gathering, client file creation, communication, AOR notifications, carrier rates, internal services setup, compliance audits, client education, and employee meetings. Renewal Process: Manage renewals by verifying client data, updating files, liaising with clients and carriers, obtaining rates, ensuring internal services usage, performing audits, coordinating training, and conducting meetings. Client Relationships: Build and improve client relationships, seek feedback, and implement improvements. Intermediary Role: Advocate for clients and carriers to ensure mutually beneficial outcomes. Value-Added Solutions: Identify and implement value-added solutions for clients. 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: 5+ years of industry experience Required active licensing Exceptional customer service and communication skills Strong organizational, delegation, and decision-making 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 70-90K 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 7 days
Account Manager- Employee Benefits
Insurance Office of America - Jacksonville, FL 32233
Job Description: Title: Account Manager – Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only | Location/Supporting: Longwood, FL | Experience: Level-Funded and Self-Funded Plans Supporting: Shared Services - provides service support to other IOA account teams during their first 3-6 months with account management and service. 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: Responsible for IOA Benefits Account Management activities under Producer direction. Responsibilities include client service and communication, team leadership, directing daily tasks and work activities of Account Coordinators, team and individual productivity, quality, and service levels, implementation of client benefits administrative processes, tracking, renewals, new client setup, data management/entry, Producer communication, team and individual professional development, identification of sales opportunities, and upholding IOA core values. Key Responsibilities: Client Management: Manage an assigned book of business, ensuring performance requirements are met and no liability occurs. Client Service: Deliver outstanding service, anticipate client needs, maintain professional communication, and respond quickly to requests. Team Leadership: Lead the account team with a strong work ethic, positive attitude, and willingness to assist others. Daily Activities: Direct daily activities of Account Coordinator(s), assign tasks, communicate expectations, monitor execution, and recommend corrective actions. Business Growth: Identify and act on sales opportunities to grow IOA business. New Business Setup: Manage new business setup, including data gathering, client file creation, communication, AOR notifications, carrier rates, internal services setup, compliance audits, client education, and employee meetings. Renewal Process: Manage renewals by verifying client data, updating files, liaising with clients and carriers, obtaining rates, ensuring internal services usage, performing audits, coordinating training, and conducting meetings. Client Relationships: Build and improve client relationships, seek feedback, and implement improvements. Intermediary Role: Advocate for clients and carriers to ensure mutually beneficial outcomes. Value-Added Solutions: Identify and implement value-added solutions for clients. 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: 5+ years of industry experience Required active licensing Exceptional customer service and communication skills Strong organizational, delegation, and decision-making 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 70-90K 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 7 days
Account Manager- Employee Benefits
Insurance Office of America - Saint Johns, FL 32233
Job Description: Title: Account Manager – Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only | Location/Supporting: Longwood, FL | Experience: Level-Funded and Self-Funded Plans Supporting: Shared Services - provides service support to other IOA account teams during their first 3-6 months with account management and service. 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: Responsible for IOA Benefits Account Management activities under Producer direction. Responsibilities include client service and communication, team leadership, directing daily tasks and work activities of Account Coordinators, team and individual productivity, quality, and service levels, implementation of client benefits administrative processes, tracking, renewals, new client setup, data management/entry, Producer communication, team and individual professional development, identification of sales opportunities, and upholding IOA core values. Key Responsibilities: Client Management: Manage an assigned book of business, ensuring performance requirements are met and no liability occurs. Client Service: Deliver outstanding service, anticipate client needs, maintain professional communication, and respond quickly to requests. Team Leadership: Lead the account team with a strong work ethic, positive attitude, and willingness to assist others. Daily Activities: Direct daily activities of Account Coordinator(s), assign tasks, communicate expectations, monitor execution, and recommend corrective actions. Business Growth: Identify and act on sales opportunities to grow IOA business. New Business Setup: Manage new business setup, including data gathering, client file creation, communication, AOR notifications, carrier rates, internal services setup, compliance audits, client education, and employee meetings. Renewal Process: Manage renewals by verifying client data, updating files, liaising with clients and carriers, obtaining rates, ensuring internal services usage, performing audits, coordinating training, and conducting meetings. Client Relationships: Build and improve client relationships, seek feedback, and implement improvements. Intermediary Role: Advocate for clients and carriers to ensure mutually beneficial outcomes. Value-Added Solutions: Identify and implement value-added solutions for clients. 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: 5+ years of industry experience Required active licensing Exceptional customer service and communication skills Strong organizational, delegation, and decision-making 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 70-90K 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 7 days
Account Manager- Employee Benefits
Insurance Office of America - Middleburg, FL 32068
Job Description: Title: Account Manager – Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only | Location/Supporting: Longwood, FL | Experience: Level-Funded and Self-Funded Plans Supporting: Shared Services - provides service support to other IOA account teams during their first 3-6 months with account management and service. 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: Responsible for IOA Benefits Account Management activities under Producer direction. Responsibilities include client service and communication, team leadership, directing daily tasks and work activities of Account Coordinators, team and individual productivity, quality, and service levels, implementation of client benefits administrative processes, tracking, renewals, new client setup, data management/entry, Producer communication, team and individual professional development, identification of sales opportunities, and upholding IOA core values. Key Responsibilities: Client Management: Manage an assigned book of business, ensuring performance requirements are met and no liability occurs. Client Service: Deliver outstanding service, anticipate client needs, maintain professional communication, and respond quickly to requests. Team Leadership: Lead the account team with a strong work ethic, positive attitude, and willingness to assist others. Daily Activities: Direct daily activities of Account Coordinator(s), assign tasks, communicate expectations, monitor execution, and recommend corrective actions. Business Growth: Identify and act on sales opportunities to grow IOA business. New Business Setup: Manage new business setup, including data gathering, client file creation, communication, AOR notifications, carrier rates, internal services setup, compliance audits, client education, and employee meetings. Renewal Process: Manage renewals by verifying client data, updating files, liaising with clients and carriers, obtaining rates, ensuring internal services usage, performing audits, coordinating training, and conducting meetings. Client Relationships: Build and improve client relationships, seek feedback, and implement improvements. Intermediary Role: Advocate for clients and carriers to ensure mutually beneficial outcomes. Value-Added Solutions: Identify and implement value-added solutions for clients. 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: 5+ years of industry experience Required active licensing Exceptional customer service and communication skills Strong organizational, delegation, and decision-making 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 70-90K 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 7 days
Relationship Specialist I
VyStar Credit Union - Orange Park, FL 32073
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. * SELECTION PROCESS: As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months. ACCOUNTABILITY STATEMENT The Relationship Specialist I responsibilities include providing unbelievable member experiences with every member interaction both in-person and on the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and properly positioning VyStar financial solutions. This key relationship building position must be able to describe VyStar Credit Union’s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals. ESSENTIAL RESPONSIBILITIES Use each member interaction both on the phone and in-person to provide unbelievable member experiences from greeting and welcoming, to strengthening and enhancing member relationships through quality conversations and cross-selling credit union solutions effectively. Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships by identifying member needs. Understand and position consumer and business deposit, credit, insurance, and investment solutions appropriately. Handle personal and business account transactions, open accounts, and process various types of loan applications. Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance. Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes. Support and participate in all Credit Union initiatives and campaigns. Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. Work with relative independence to accomplish tasks. Exhibit a high degree of integrity, trustworthiness, and professionalism always. Exude a positive and professional attitude with members and partners consistently. Resolve member problems independently, seeking to find ways to a “yes” whenever possible, and escalating more complex concerns. Embrace VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments. Actively lead by example through community service supporting the VyStar brand. Utilize excellent verbal and written communication skills. Utilize all available relationship-building and documentation tools to ensure comprehensive follow-up with members, fostering continued growth in member relationships through proactive engagement and personalized service. Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union’s products and services, resulting in booked sales. Address and overcome objections effectively while educating members about the wide array of offerings available. Perform other duties as assigned. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. JOB QUALIFICATIONS EDUCATION High School Diploma/GED is required. Associate’s degree is preferred. EXPERIENCE Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution. KNOWLEDGE, SKILLS & ABILITIES Ability to process accurate transactions and requests. Must possess and utilize excellent listening skills, verbal, and written communications skills. Proficient in the use of the Internet and Microsoft Office. Must have an outgoing personality and a strong desire to help people. Must be professional in appearance and attitude. Must be able to handle many tasks in a fast-paced environment. Must possess strong critical thinking and decision-making abilities. Strong communication skills and a genuine passion for sales are essential for success in this role. May stand throughout entire shift in order to assist members or other staff. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. ADDITIONAL JOB DESCRIPTION Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job. Focus Focus your full attention by carefully listening to and observing your client or member. Connect Consistently be friendly and approachable. Demonstrate you care. Understand Listen empathetically and ask questions. (70%/30%) Counsel Recommend solutions based on your client’s or member’s needs and objectives. Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
Posted 7 days
Office Coordinator
Olympus Insurance - Jacksonville, FL 32256
Job Title: Office Coordinator Direct Reports: None Location: Jacksonville Office Position type: Full-Time Normal Working Hours: Monday-Friday, 8:00AM-5:00PM FLSA Status: Non-Exempt, Hourly Who We Are Olympus Insurance Company is the premier insurance partner, providing the broadest coverage and superior service for Florida homeowners since 2007. We believe that insurance is a promise, and we honor our commitment to help homeowners navigate life's inevitable storms. Becoming an Olympian means joining a collaborative, people-first culture built on growth, accountability, and connection. Think Ahead. Think Olympus. What Olympus Offers We extend our signature White Glove Service to our employees through a comprehensive total rewards package, including: Employer-sponsored medical, dental, and vision plans Company-paid life insurance, short-term disability, and long-term disability 401(k) with company match Paid Time Off to include annual PTO, Holidays, Floating Holidays, and Volunteer Time Off Education Assistance Program and ongoing professional development opportunities Wellness Lunch N Learns Employee perks such as pet insurance, discount programs, and a welcoming office environment At Olympus, we empower you to grow, contribute, and thrive both professionally and personally. What You'll Do: As our Office Coordinator, you'll be one of the first faces people see when they walk through our doors and an important part of creating a welcoming, organized, and engaging workplace at Olympus. You'll keep our front office and day-to-day operations running smoothly while providing exceptional service to employees, candidates, visitors, vendors, and business partners. You'll also support our Claims Administration team, giving you the opportunity to learn more about the insurance business while assisting agents and policyholders with a variety of service needs. If you're someone who loves helping people, staying organized, and being the person everyone can count on to keep things moving, this could be a great fit! Key Responsibilities: Create a Great First Impression Welcome employees, candidates, vendors, and visitors; manage incoming calls and building access; and help create a professional, friendly front-office experience. Keep the Office Running Smoothly Coordinate office and breakroom supplies, mail and packages, facilities requests, and vendor needs while helping maintain an organized and welcoming workplace. You'll also support company meetings, events, and employee activities with food, refreshments, supplies, and other logistics. Support Our Customers & Claims Team Provide friendly and professional support to agents, policyholders, vendors, and other partners. You'll assist with service requests, enter policy and loss information, process documentation and correspondence, help dispatch new claims, and provide administrative support to the Claims team. Be a Go-To Resource Help solve everyday questions and challenges, communicate information clearly, and connect employees, customers, and visitors with the right resources, all while protecting confidential information and delivering the level of service Olympus is known for. What You'll Bring: High school diploma or GED. At least 2 years of office administration, office coordination, receptionist, or similar administrative experience. Professional customer service experience and a genuine enjoyment of helping others. Strong organizational skills and attention to detail, with the ability to juggle multiple priorities and interruptions. Excellent written and verbal communication skills with a professional, approachable demeanor. Proficiency with Microsoft Office, including Outlook, Word, Excel, and Teams. Ability to work independently while collaborating with employees across the organization. Experience with office operations, facilities, meetings, events, or the property & casualty insurance industry is a plus. EEO Compliance Olympus Insurance Company is an equal opportunity employer committed to fostering a diverse, inclusive, and respectful workplace. We prohibit discrimination and harassment of any kind based on race, color, religion, national origin, sex (including pregnancy, childbirth, and related medical conditions), age, disability, genetic information, marital status, sexual orientation, gender identity or expression, veteran or military status, or any other protected characteristic under federal, state, or local law. Agency Disclaimer: This job posting is not intended to solicit resumes from staffing agencies. Any unsolicited resumes sent to this posting, to employees, or to the Company without a valid written and signed agreement from Human Resources will be considered the property of the Company, and no fees will be paid. This position will remain open until September 18th, or until a sufficient pool of qualified candidates has been identified.
Posted 7 days
Relationship Specialist I
VyStar Credit Union - Jacksonville, FL 32211
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. * SELECTION PROCESS: As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months. ACCOUNTABILITY STATEMENT The Relationship Specialist I responsibilities include providing unbelievable member experiences with every member interaction both in-person and on the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and properly positioning VyStar financial solutions. This key relationship building position must be able to describe VyStar Credit Union’s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals. ESSENTIAL RESPONSIBILITIES Use each member interaction both on the phone and in-person to provide unbelievable member experiences from greeting and welcoming, to strengthening and enhancing member relationships through quality conversations and cross-selling credit union solutions effectively. Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships by identifying member needs. Understand and position consumer and business deposit, credit, insurance, and investment solutions appropriately. Handle personal and business account transactions, open accounts, and process various types of loan applications. Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance. Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes. Support and participate in all Credit Union initiatives and campaigns. Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines. Work with relative independence to accomplish tasks. Exhibit a high degree of integrity, trustworthiness, and professionalism always. Exude a positive and professional attitude with members and partners consistently. Resolve member problems independently, seeking to find ways to a “yes” whenever possible, and escalating more complex concerns. Embrace VyStar’s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments. Actively lead by example through community service supporting the VyStar brand. Utilize excellent verbal and written communication skills. Utilize all available relationship-building and documentation tools to ensure comprehensive follow-up with members, fostering continued growth in member relationships through proactive engagement and personalized service. Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union’s products and services, resulting in booked sales. Address and overcome objections effectively while educating members about the wide array of offerings available. Perform other duties as assigned. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. JOB QUALIFICATIONS EDUCATION High School Diploma/GED is required. Associate’s degree is preferred. EXPERIENCE Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution. KNOWLEDGE, SKILLS & ABILITIES Ability to process accurate transactions and requests. Must possess and utilize excellent listening skills, verbal, and written communications skills. Proficient in the use of the Internet and Microsoft Office. Must have an outgoing personality and a strong desire to help people. Must be professional in appearance and attitude. Must be able to handle many tasks in a fast-paced environment. Must possess strong critical thinking and decision-making abilities. Strong communication skills and a genuine passion for sales are essential for success in this role. May stand throughout entire shift in order to assist members or other staff. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. ADDITIONAL JOB DESCRIPTION Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job. Focus Focus your full attention by carefully listening to and observing your client or member. Connect Consistently be friendly and approachable. Demonstrate you care. Understand Listen empathetically and ask questions. (70%/30%) Counsel Recommend solutions based on your client’s or member’s needs and objectives. Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
Posted 7 days
National Analytic Consultant- Employee Benefits
Insurance Office of America - Jacksonville Beach, FL 32233
Job Description: Title: National Analytic Consultant – Employee Benefits Work Mode: Remote Eastern Time Zone and Florida Only | Location/Supporting: Longwood, FL | Requirement/Experience: 5-7 years experience 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: Responsible for leading and supporting IOA Benefits Group data analytics activities on a national scale, including data collection, analysis, interpretation, reporting, and client consultation. This role partners closely with the Senior Analytic Consultant, Producers, and Benefits teams to deliver data-driven insights that support underwriting evaluations, renewal negotiations, funding analyses, and strategic client decision-making. The National Analytic Consultant leverages analytics, technology, and industry expertise to support business growth, enhance client outcomes, and promote operational excellence. Key Responsibilities: Data Analytics & Interpretation: Gather, analyze, and interpret underwriting, claims, financial, and benefits data to support client strategy and decision-making. Underwriting Support: Evaluate underwriting data and develop recommendations to support carrier pricing, negotiations, and funding analyses. Client Consulting: Deliver data-driven insights that help clients understand risks, trends, opportunities, and program performance. Sales Support: Partner with Producers and Benefits teams by providing analytical support for renewals, presentations, prospecting, and business development initiatives. Reporting & Presentation Development: Create reports, dashboards, financial exhibits, and presentations that communicate complex information clearly and effectively. Analytics Process Management: Develop and maintain analytics methodologies, reporting standards, and best practices to improve consistency and results. Technology Optimization: Utilize and evaluate analytics, reporting, and business intelligence tools to enhance client outcomes and operational effectiveness. Performance Analysis: Analyze trends, benchmarking data, and financial metrics to identify opportunities for optimization and improved performance. Process Improvement: Recommend and implement improvements that enhance efficiency, reporting accuracy, analytical capabilities, and service delivery. Stakeholder Collaboration: Partner with Senior Analytic Consultants, Producers, Account Teams, carriers, and internal stakeholders to support client objectives. Communication: Maintain clear and consistent communication regarding analytical findings, recommendations, and client activities. Training & Knowledge Sharing: Provide analytical guidance and support team development through knowledge sharing and subject matter expertise. Technical Expertise: Maintain knowledge of underwriting methodologies, funding arrangements, analytics tools, market trends, and industry best practices. Compliance: Ensure adherence to company policies, industry standards, and established analytical procedures. Champion IOA Values: Demonstrate integrity, leadership, accountability, and professionalism in all interactions. Ideal Candidate Qualifications: Bachelor’s degree in Business, Finance, Economics, Statistics, Mathematics, Actuarial Science, or related field Knowledge of underwriting, manual rating methodologies, funding arrangements, healthcare pricing tools, and financial risk assessment principles Understanding of experience rating, claim cost projections, and data-driven financial analysis Strong analytical, critical thinking, problem-solving, and consultative solution-development skills Excellent verbal, written, presentation, and customer service skills Ability to manage multiple priorities, work independently, and perform effectively in a fast-paced environment Proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook Ability to interpret complex data and communicate findings to technical and non-technical audiences 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 155-170K 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 7 days
National Analytic Consultant- Employee Benefits
Insurance Office of America - Atlantic Beach, FL 32233
Job Description: Title: National Analytic Consultant – Employee Benefits Work Mode: Remote Eastern Time Zone and Florida Only | Location/Supporting: Longwood, FL | Requirement/Experience: 5-7 years experience 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: Responsible for leading and supporting IOA Benefits Group data analytics activities on a national scale, including data collection, analysis, interpretation, reporting, and client consultation. This role partners closely with the Senior Analytic Consultant, Producers, and Benefits teams to deliver data-driven insights that support underwriting evaluations, renewal negotiations, funding analyses, and strategic client decision-making. The National Analytic Consultant leverages analytics, technology, and industry expertise to support business growth, enhance client outcomes, and promote operational excellence. Key Responsibilities: Data Analytics & Interpretation: Gather, analyze, and interpret underwriting, claims, financial, and benefits data to support client strategy and decision-making. Underwriting Support: Evaluate underwriting data and develop recommendations to support carrier pricing, negotiations, and funding analyses. Client Consulting: Deliver data-driven insights that help clients understand risks, trends, opportunities, and program performance. Sales Support: Partner with Producers and Benefits teams by providing analytical support for renewals, presentations, prospecting, and business development initiatives. Reporting & Presentation Development: Create reports, dashboards, financial exhibits, and presentations that communicate complex information clearly and effectively. Analytics Process Management: Develop and maintain analytics methodologies, reporting standards, and best practices to improve consistency and results. Technology Optimization: Utilize and evaluate analytics, reporting, and business intelligence tools to enhance client outcomes and operational effectiveness. Performance Analysis: Analyze trends, benchmarking data, and financial metrics to identify opportunities for optimization and improved performance. Process Improvement: Recommend and implement improvements that enhance efficiency, reporting accuracy, analytical capabilities, and service delivery. Stakeholder Collaboration: Partner with Senior Analytic Consultants, Producers, Account Teams, carriers, and internal stakeholders to support client objectives. Communication: Maintain clear and consistent communication regarding analytical findings, recommendations, and client activities. Training & Knowledge Sharing: Provide analytical guidance and support team development through knowledge sharing and subject matter expertise. Technical Expertise: Maintain knowledge of underwriting methodologies, funding arrangements, analytics tools, market trends, and industry best practices. Compliance: Ensure adherence to company policies, industry standards, and established analytical procedures. Champion IOA Values: Demonstrate integrity, leadership, accountability, and professionalism in all interactions. Ideal Candidate Qualifications: Bachelor’s degree in Business, Finance, Economics, Statistics, Mathematics, Actuarial Science, or related field Knowledge of underwriting, manual rating methodologies, funding arrangements, healthcare pricing tools, and financial risk assessment principles Understanding of experience rating, claim cost projections, and data-driven financial analysis Strong analytical, critical thinking, problem-solving, and consultative solution-development skills Excellent verbal, written, presentation, and customer service skills Ability to manage multiple priorities, work independently, and perform effectively in a fast-paced environment Proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook Ability to interpret complex data and communicate findings to technical and non-technical audiences 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 155-170K 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.