Account Manager - Employee Benefits

About This Role

Manage employee benefits accounts for clients under the direction of a Producer, overseeing client service, team leadership, daily tasks, and identifying sales opportunities. This role ensures client satisfaction, compliance, and adherence to company values while fostering professional development.

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, liaising with clients and carriers, and coordinating meetings
• Build and improve client relationships, seeking feedback and implementing 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 required
• 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, with experience in Level-Funded and some Self-Funded Plans

Nice to Have

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

Skills

* Required skills

Benefits