Account Manager - Employee Benefits

About This Role

Manage employee benefits accounts, ensuring client satisfaction and compliance under Producer direction. Oversee account team activities, including daily tasks, productivity, and professional development. Identify and pursue sales opportunities to contribute to business growth.

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, direct daily activities of Account Coordinator(s), 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.
• Support team training and development, promote a positive work environment, and seek continuous improvement.
• Maintain transparent communication with Producers and team members, ensuring 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

Skills

* Required skills

Benefits