Account Manager - Employee Benefits

About This Role

This Account Manager role handles employee benefits accounts, primarily for clients in the Pacific Time Zone, focusing on client service, team leadership, and identifying sales opportunities to support business growth.

Responsibilities

• Manage an assigned book of business, ensuring performance requirements are met and no liability occurs
• Deliver outstanding service, anticipate client needs, maintain professional communication, 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, communicate expectations, monitor execution, and recommend corrective actions
• Identify and act on sales opportunities to grow business
• Manage new business setup, including data gathering, client file creation, communication, AOR notifications, carrier rates, internal services setup, compliance audits, client education, and employee meetings
• Manage renewals by verifying client data, updating files, liaising with clients and carriers, obtaining rates, ensuring internal services usage, performing audits, coordinating training, and conducting 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
• Required 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

Skills

* Required skills

Benefits