Account Manager - Employee Benefits

About This Role

The Account Manager for Employee Benefits manages a book of business under the direction of a Producer, overseeing client service, team leadership, and administrative processes. This role is responsible for ensuring client satisfaction, identifying sales opportunities, and contributing to the professional development of the account team.

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
• 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 processes including data gathering, client file creation, and compliance audits
• Manage renewal processes, verifying client data, liaising with clients and carriers, and coordinating training and meetings
• 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
• Maintain transparent communication with Producers and team members
• Ensure adherence to company policies and industry standards
• Champion IOA core values and demonstrate integrity and leadership

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
• 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