Account Manager - Employee Benefits

About This Role

The Account Manager for Employee Benefits will manage an assigned book of business, ensuring client satisfaction and compliance with industry standards. This role involves client service, team leadership, and identifying sales opportunities under the guidance of a Producer.

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, directing daily activities of Account Coordinator(s)
• 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, seeking feedback and implementing improvements
• Advocate for clients and carriers to ensure mutually beneficial outcomes
• Maintain transparent communication with Producers and team members
• Ensure 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

Nice to Have

• Experience with Level-Funded and some Self-Funded Plans

Skills

* Required skills

Benefits