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.
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.