Account Manager - Employee Benefits

About This Role

The Account Manager for Employee Benefits manages client accounts under the Producer's direction, overseeing service and communication, while leading Account Coordinators. This role focuses on client satisfaction, team productivity, and identifying new sales opportunities within the benefits sector.

Responsibilities

• Manage assigned book of business ensuring performance requirements and preventing liability.
• Deliver outstanding client service, anticipate needs, and respond quickly to requests.
• 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 client setup, including data gathering, file creation, communication, and compliance audits.
• Manage renewals by verifying client data, updating files, obtaining rates, and coordinating meetings.
• Build and improve client relationships, seek feedback, and implement improvements.
• Advocate for clients and carriers to ensure mutually beneficial outcomes.
• Ensure adherence to company policies and industry standards.

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)
• High School Diploma (or equivalent)

Qualifications

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

Nice to Have

• Experience with Level-Funded and Self-Funded Plans

Skills

* Required skills

Benefits