Account Manager - Employee Benefits

About This Role

The Account Manager for Employee Benefits at IOA is responsible for managing client accounts under the direction of a Producer, focusing on client service, team leadership, daily task oversight, and identifying sales opportunities. This role ensures client needs are met, supports business growth, and upholds company values.

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

Nice to Have

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

Skills

* Required skills

Benefits