Account Manager- Employee Benefits

About This Role

The Account Manager- Employee Benefits is responsible for managing a book of business within the Pacific Time Zone, focusing on client service, team leadership, and identifying sales opportunities under the guidance of a Producer. This role involves directing daily tasks for Account Coordinators and ensuring compliance and high-quality service delivery.

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, positive attitude, and willingness to assist others
• Direct daily activities of Account Coordinator(s), assign tasks, monitor execution, and recommend corrective actions
• 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 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

Requirements

• 5+ years of industry experience
• Active licensing
• Exceptional customer service and communication skills
• Strong organizational, delegation, and decision-making skills
• Proficiency in MS Office (Outlook, Word, Excel)
• High School Diploma (or equivalent)

Qualifications

• High School Diploma (or equivalent)
• 5+ years of industry experience

Nice to Have

• Experience with Level-Funded and some Self-Funded Plans

Skills

* Required skills

Benefits