Account Manager - Employee Benefits

About This Role

The Account Manager for Employee Benefits manages an assigned book of business under the direction of a Producer, overseeing client service, team leadership, and daily tasks for Account Coordinators. This role ensures client satisfaction, identifies growth opportunities, and upholds company values while managing new business setups and renewals.

Responsibilities

• Manage an assigned book of business, ensuring performance requirements are met and no liability occurs.
• Deliver outstanding client service, anticipate client needs, and maintain professional communication.
• Lead the account team with a strong work ethic and positive attitude, directing daily activities of Account Coordinator(s).
• 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 liaising with clients and carriers.
• Build and improve client relationships, seek feedback, and implement improvements.
• Advocate for clients and carriers to ensure mutually beneficial outcomes.
• Identify and implement value-added solutions for clients.
• Support team training and development, promote a positive work environment, and seek continuous improvement.

Requirements

• 5+ years of industry experience
• Active licensing
• Exceptional customer service and communication skills
• Strong organizational, delegation, and decision-making skills
• High accuracy in handling large work volumes
• High School Diploma (or equivalent)
• Experience with Level-Funded and some Self-Funded Plans

Qualifications

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

Skills

* Required skills

Benefits