Account Manager- Employee Benefits

Insurance Office Of America; Mesquite (TX); Remote; USD 70,000 - 90,000; Full time

Job summary

Insurance Office of America is seeking an Account Manager – Employee Benefits to oversee a portfolio of benefit plans remotely, with on-site support in certain cases. You will lead Account Coordinators, drive client service, renewals, and onboarding, while identifying sales opportunities and upholding IOA values.

The ideal candidate has 5+ years of industry experience, active licensing, and strong communication and organizational skills to ensure high service levels and accurate data management.

Qualifications

• 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)

Responsibilities

• Client Management: Manage an assigned book of business, ensuring performance requirements are met and no liability occurs.
• Client Service: Deliver outstanding service, anticipate client needs, maintain professional communication, and respond quickly to requests.
• Team Leadership: Lead the account team with a strong work ethic, positive attitude, and willingness to assist others.
• Daily Activities: Direct daily activities of Account Coordinator(s), assign tasks, communicate expectations, monitor execution, and recommend corrective actions.
• Business Growth: Identify and act on sales opportunities to grow IOA business.
• New Business Setup: Manage new business setup, including data gathering, client file creation, communication, AOR notifications, carrier rates, internal services setup, compliance audits, client education, and employee meetings.
• Renewal Process: Manage renewals by verifying client data, updating files, liaising with clients and carriers, obtaining rates, ensuring internal services usage, performing audits, coordinating training, and conducting meetings.
• Client Relationships: Build and improve client relationships, seek feedback, and implement improvements.
• Intermediary Role: Advocate for clients and carriers to ensure mutually beneficial outcomes.
• Value-Added Solutions: Identify and implement value-added solutions for clients.
• Professional Development: Support team training and development, promote a positive work environment, and seek continuous improvement.
• Communication: Maintain transparent communication with Producers and team members.
• Compliance: Ensure adherence to company policies and industry standards.
• Champion IOA core values and demonstrate integrity and leadership.

Skills

Customer service

Communication

Organizational skills

Delegation

Decision making

Attention to detail

Education

High School Diploma or equivalent

Tools

MS Office (Outlook, Word, Excel)

Job description

Job Description

Account Manager – Employee Benefits

Work Mode: Remote/ Eastern and Central Times Zones Only | Location/Supporting: Longwood, FL | Experience: Level-Funded and Self-Funded Plans

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations

About the Role

Responsible for IOA Benefits Account Management activities under Producer direction. Responsibilities include client service and communication, team leadership, directing daily tasks and work activities of Account Coordinators, team and individual productivity, quality, and service levels, implementation of client benefits administrative processes, tracking, renewals, new client setup, data management/entry, Producer communication, team and individual professional development, identification of sales opportunities, and upholding IOA core values.

Key Responsibilities

• Client Management:Manage an assigned book of business, ensuring performance requirements are met and no liability occurs.
• Client Service:Deliver outstanding service, anticipate client needs, maintain professional communication, and respond quickly to requests.
• Team Leadership:Lead the account team with a strong work ethic, positive attitude, and willingness to assist others.
• Daily Activities:Direct daily activities of Account Coordinator(s), assign tasks, communicate expectations, monitor execution, and recommend corrective actions.
• Business Growth:Identify and act on sales opportunities to grow IOA business.
• New Business Setup:Manage new business setup, including data gathering, client file creation, communication, AOR notifications, carrier rates, internal services setup, compliance audits, client education, and employee meetings.
• Renewal Process:Manage renewals by verifying client data, updating files, liaising with clients and carriers, obtaining rates, ensuring internal services usage, performing audits, coordinating training, and conducting meetings.
• Client Relationships:Build and improve client relationships, seek feedback, and implement improvements.
• Intermediary Role:Advocate for clients and carriers to ensure mutually beneficial outcomes.
• Value-Added Solutions:Identify and implement value-added solutions for clients.
• Professional Development: Support team training and development, promote a positive work environment, and seek continuous improvement.
• Communication: Maintain transparent communication with Producers and team members.
• Compliance:Ensure adherence to company policies and industry standards.
• Champion IOA core values and demonstrate integrity and leadership.

Ideal Candidate Qualifications

• 5+ years of industry experience
• Required 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)

What We Offer

• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment

What To Expect (Application Process)

• 30-Minute Phone Screen, Online Assessments, and Interview(s)

Salary Range

The expected pay range for this position is 70-90K 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.