Account Manager- Employee Benefits

About This Role

The Account Manager-Employee Benefits is responsible for managing a book of business within employee benefits under the direction of a Producer. This role involves client service, team leadership, daily task delegation, identifying sales opportunities, and ensuring compliance with industry standards.

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 IOA 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
• Maintain transparent communication with Producers and team members
• Ensure adherence to company policies and industry standards

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)
• High School Diploma (or equivalent)

Qualifications

• High School Diploma (or equivalent)
• 5+ years of industry experience, with experience in Level-Funded and some Self-Funded Plans

Skills

* Required skills

Benefits