Account Manager Employee Benefits

About This Role

The Account Manager for Employee Benefits at Insurance Office of America is responsible for managing client accounts under the Producer's direction. This role involves client service, team leadership, managing daily tasks of Account Coordinators, and identifying sales opportunities.

Responsibilities

• Manage an assigned book of business, ensuring performance requirements are met.
• 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.
• 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
• 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