- Location
- Remote_FL, United States of America · Palm Bay. 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Americus, Georgia · Moultrie, Georgia · Maple Shade, New Jersey · New Jersey (Remote) · Lawrenceville, Georgia · Eufaula, Alabama · Collingswood, New Jersey · Cinnaminson, New Jersey · Georgia (Remote) · Auburn, Alabama · Alpharetta, Georgia · New York (Remote) · Connecticut (Remote) · Alabama (Remote) · Paterson, New Jersey · Newark, New Jersey · Elizabeth, New Jersey · Edison, New Jersey · Palm Coast, Florida · Miami, Florida · Daytona Beach, Florida · Buffalo, New York · Tuscaloosa, Alabama · Miami Beach, Florida · Lakewood, New Jersey · St. Augustine, Florida · Hoover, Alabama · Jersey City, New Jersey · Windermere, Florida · Winter Park, Florida · Brookhaven, New York · Hempstead, New York · New York, New York · Huntsville, Alabama · St. Cloud, Florida · Winter Springs, Florida · Haines City, Florida · West Columbia, South Carolina · Greenville, South Carolina · Davenport, Florida · Pensacola, Florida · Celebration, Florida · Greensboro, North Carolina · Union, South Carolina · 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Gables, Florida · Coral Springs, Florida · Columbus, Georgia · Lakeland, Florida · Columbia, South Carolina · Wilmington, North Carolina · Cocoa, Florida · Cherry Hill, New Jersey · Charleston, South Carolina · Bonita Springs, Florida · Boca Raton, Florida · Birmingham, Alabama · Clearwater, Florida · Binghamton, New York · Cape Coral, Florida · Atlanta, Georgia · Clermont, Florida · Gainesville, Florida · Albany, Georgia · Fayetteville, North Carolina · Cary, North Carolina · Wilmington, Delaware · Waldorf, Maryland · Bartow, Florida · Winter Haven, Florida · Virginia Beach, Virginia · Stamford, Connecticut · Rochester, New Hampshire · Auburndale, Florida · Plant City, Florida · Wheeling, West Virginia · Valrico, Florida · Lithia, Florida · Ruskin, Florida · Temple Terrace, Florida · Parkersburg, West Virginia · Seminole, Florida · Gulfport, Florida · Pinellas Park, Florida · Plantation, Florida · Mulberry, Florida · Sun City Center, Florida · Apollo Beach, Florida · Riverview, Florida · Tarpon Springs, Florida · Madeira Beach, Florida · Belleair, Florida · Largo, Florida · Pembroke Pines, Florida · Pompano Beach, Florida · Lake Alfred, Florida · Seffner, Florida · Treasure Island, Florida · Deerfield Beach, Florida · Port St. John, Florida · New Haven, Connecticut · Merritt Island, Florida · Indian Harbour Beach, Florida · Manchester, New Hampshire · Satellite Beach, Florida · Brandon, Florida · Safety Harbor, Florida · Palm Harbor, Florida · Dunedin, Florida · Hallandale Beach, Florida · Davie, Florida · Cape Canaveral, Florida · West Melbourne, Florida · Midway, Florida · Norwalk, Connecticut · Green Cove Springs, Florida · Newport News, Virginia · Weston, Florida · Cocoa Beach, Florida · Newark, Delaware · Rockledge, Florida · Morgantown, West Virginia · Indialantic, Florida · Quincy, Florida · Havana, Florida · Jacksonville Beach, Florida · Atlantic Beach, Florida · Fredrick, Maryland · Casselberry, Florida · New Bedford, Massachusetts · Nashua, New Hampshire · Viera, Florida · Grant, Florida · Melbourne Beach, Florida
- Workplace
- Remote
- Type
- Full-time
- Department
- Human Resources
- Seniority
- Director
- Education
- High School
- Source
- Workday
Description
Job Description:
Title: Director of National Strategic Client Services – Employee Benefits
Work Mode: Remote, with some required travel (Eastern Time Zone Only) | Location/Supporting: Longwood, FL | Requirement/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: Responsible for leading IOA’s national strategic client service initiatives for complex and high-value Employee Benefits accounts. This role serves as the strategic leader across designated national accounts, partnering closely with Producers, Account Executives, Account Managers, and operational leadership to deliver consultative, data-driven solutions that improve client outcomes, support retention, and drive organic growth. The Director of National Strategic Client Services provides strategic guidance, operational leadership, and subject matter expertise while helping to enhance IOA’s national client advisory model and service capabilities.
Key Responsibilities:
National Account Strategy: Serve as the strategic lead for assigned national accounts, aligning client objectives, financial performance, and long-term benefits strategies with business goals.
Strategic Planning: Develop and execute multi-year benefits strategies, including plan design, funding optimization, vendor management, and renewal planning.
Consultative Client Leadership: Provide advanced consulting on self-funded and partially self-funded plans, stop-loss strategies, pharmacy programs, benchmarking, financial modeling, and compliance considerations.
Renewal & Vendor Management: Lead complex renewals, RFPs, vendor evaluations, and negotiations to achieve optimal financial and service outcomes.
Client Insights & Reporting: Deliver data-driven analysis, strategic recommendations, and executive-level presentations that support informed decision-making and improved program performance.
Business Growth: Partner with Producers on new business pursuits, finalist presentations, strategic proposals, and account expansion opportunities.
Operational Leadership: Collaborate with operational and practice leadership to refine service models, improve delivery standards, and support scalable growth.
Account Team Management: Direct and support Account Executives, Account Managers, and service teams, ensuring accountability, role clarity, and consistent execution standards.
Performance Monitoring: Review account performance, retention, growth opportunities, and client outcomes with leadership to support strategic planning and continuous improvement.
Process Improvement: Identify and implement best practices, standardization opportunities, reporting enhancements, and service delivery improvements across national accounts.
Team Development: Mentor, coach, and support professional development of Account Executives, Account Managers, and service team members.
Stakeholder Collaboration: Partner with Producers, consultants, operational teams, carrier partners, and senior leadership to align resources and ensure exceptional client experiences.
Compliance & Risk Management: Ensure accuracy, documentation standards, regulatory compliance, and risk management practices across assigned accounts.
Relationship Building: Develop and maintain positive, productive two-way relationships with IOA leadership, peers, co-workers, and employees.
Compliance: Ensure adherence to company policies and industry standards.
Champion IOA core values and demonstrate integrity and leadership.
Ideal Candidate Qualifications:
8+ years of Employee Benefits or insurance industry experience
All required active licensing
Strong expertise with self-funded, partially self-funded, and complex national account strategies
Proven consultative sales, client advisory, and executive presentation experience
Exceptional leadership, relationship management, and team development skills
Strong analytical, financial modeling, and strategic problem-solving capabilities
Excellent organizational, delegation, and decision-making skills
Outstanding verbal and written communication skills
Ability to manage complex client relationships and high-volume work with accuracy
Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint)
Exceptional personal character, professionalism, and integrity
High School Diploma (or equivalent); Bachelor’s degree preferred
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 195K-215K 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.