Account Manager - Employee Benefits

About This Role

The Account Manager for Employee Benefits manages an assigned book of business, provides client service and communication, and leads a team of Account Coordinators under the direction of a Producer. This role focuses on implementing client benefits administrative processes, managing renewals, and identifying sales opportunities while upholding IOA's core 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 and positive attitude
• 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 training and 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

Requirements

• 5+ years of industry experience
• Active licensing
• Exceptional customer service and communication skills
• Strong organizational, delegation, and decision-making skills
• Proficiency in MS Office (Outlook, Word, Excel)
• High School Diploma (or equivalent)
• Experience with Level-Funded and some Self-Funded Plans

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