Benefits Account Manager - Remote & Growth

Insurance Office of America; Port Saint Lucie (FL); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salaries & bonus potential

Company-paid health insurance

401K with employer match

Paid holidays, vacations & sick time

Job summary

Insurance Office of America is seeking an Account Manager - Employee Benefits to oversee client service and account management for a book of benefits clients. You will lead a team, coordinate daily tasks, and identify renewal opportunities while maintaining compliance and exceptional service.

The role requires 5+ years of industry experience, active licensing, and strong MS Office skills. Remote-friendly with occasional on-site in Florida as needed.

Qualifications

• 5+ years of industry experience.
• Active licensing required.
• Exceptional customer service and communication skills.

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

Leadership

MS Office

Education

High School Diploma

Tools

MS Office (Outlook, Word, Excel)

Job description

Insurance Office of America is seeking an Account Manager - Employee Benefits to oversee client service and account management for a book of benefits clients. You will lead a team, coordinate daily tasks, and identify renewal opportunities while maintaining compliance and exceptional service.

The role requires 5+ years of industry experience, active licensing, and strong MS Office skills. Remote-friendly with occasional on-site in Florida as needed.