Account Manager - Employee Benefits

About This Role

Manage an assigned book of employee benefits business, ensuring high client satisfaction and performance requirements are met. This role involves client service, team leadership, and identifying sales opportunities under Producer direction.

Responsibilities

• Manage an assigned book of business, ensuring performance requirements are met and no liability occurs
• Deliver outstanding 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 coordinating 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 with Level-Funded and Self-Funded Plans
• Active licensing required
• 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

Skills

* Required skills

Benefits