Account Manager - Employee Benefits

About This Role

This role manages client accounts for employee benefits, ensuring service delivery and retention. It involves leading an account team, identifying sales opportunities, and maintaining strong client relationships for an insurance company.

Responsibilities

• Manage an assigned book of business, ensuring performance requirements are met
• Deliver outstanding client service, anticipate client needs, and respond quickly to requests
• Lead the account team with a strong work ethic and positive attitude
• Direct daily activities of Account Coordinator(s), assign tasks, and monitor execution
• Identify and act on sales opportunities to grow IOA business
• Manage new business setup, including data gathering, client file creation, and compliance audits
• Manage renewals by verifying client data, updating files, and coordinating with carriers
• Build and improve client relationships, seeking feedback for improvements
• Advocate for clients and carriers to ensure mutually beneficial outcomes
• Support team training and development, promoting continuous improvement

Requirements

• 5+ years of industry experience
• Active licensing required
• 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)

Qualifications

• High School Diploma (or equivalent)
• 5+ years of industry experience with Level-Funded and some Self-Funded Plans

Skills

* Required skills

Benefits