Account Manager - Employee Benefits

About This Role

Manage employee benefits accounts and provide exceptional client service under Producer direction. This role involves leading account teams, identifying sales opportunities, and overseeing new business and renewal processes while upholding client relationships and company 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, 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 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.
• 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)

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