Employee Benefits Account Manager

Description Job Description: Title: Employee Benefits Account Manager Work Mode: Hybrid 1 day In-Office | Location: City, State | Experience: Level-Funded and Self-Funded Plans Please note: This position requires onsite presence in a hybrid capacity for individuals residing within a 50-mile radius of a branch location, as business needs may necessitate it. A dedicated, distraction-free workspace is essential for remote work. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. About the Role: Join our dynamic team as an Employee Benefits Account Manager! In this role, you will lead account management activities under Producer direction, ensuring excellent client service, effective communication, and a proactive approach in identifying sales opportunities. You will direct the daily tasks of Account Coordinators while promoting team development and adhering to our core values. Key Responsibilities: Client Management: Proactively manage an assigned book of business, aiming for excellence in performance and liability prevention. Client Service: Provide exceptional service by anticipating client needs and responding promptly to all inquiries. Team Leadership: Inspire and lead your account team with a positive demeanor and a strong work ethic. Daily Activities: Supervise daily operations of Account Coordinators, assign tasks, set clear expectations, and evaluate performance. Business Growth: Spot and act upon sales opportunities to expand IOA's business. New Business Setup: Oversee the setup of new business accounts, coordinating all necessary data gathering and communication steps. Renewal Process: Manage client renewals by updating records and liaising with clients and carriers for accurate and timely processes. Client Relationships: Build strong, professional relationships with clients to enhance satisfaction and drive improvement. Intermediary Role: Act as an advocate for both clients and carriers to ensure favorable outcomes. Value-Added Solutions: Identify and propose innovative solutions to enhance client offerings. Professional Development: Foster a culture of learning, providing support for team training and growth. Communication: Ensure transparent and effective communication with Producers and team members. Compliance: Uphold company policies and industry regulations to ensure compliance. Champion IOA core values while embodying integrity and leadership. Ideal Candidate Qualifications: 5+ years of relevant industry experience. Active licensing is required. Exceptional customer service and communication skills. Strong organizational, delegation, and decision-making abilities. High accuracy in managing substantial work volumes. Proficiency in MS Office (Outlook, Word, Excel). High School Diploma (or equivalent). What We Offer: Competitive salaries with bonus potential. Company-paid health insurance. Generous paid holidays, vacations, and sick leave. 401K plan with employer matching. Opportunities for professional growth and career advancement. A respectful work culture promoting work/life balance. Commitment to community service. Collaborative and supportive teamwork environment. What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interviews. Salary Range: The expected pay range for this position is 65-80K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Created: 2026-03-12