Employee Benefits Account Manager - Remote

Insurance Office of America; Richardson (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Company-paid health insurance

401K with employer match

Paid holidays and vacation

Professional growth opportunities

Work-life balance

Community service

Job summary

Insurance Office of America is seeking an Account Manager for Employee Benefits to manage a book of business, deliver exceptional client service, and lead the account team. Remote-friendly with occasional onsite in Longwood, FL as needed.

You will drive client communications, oversee data management, renewals, and new business setup, while identifying sales opportunities and maintaining compliance with policies. A licensing requirement and MS Office proficiency are essential.

Qualifications

• 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)
• High School Diploma (or equivalent)

Responsibilities

• Manage an assigned book of business, ensuring performance requirements are met and no liability occurs.
• Deliver outstanding service, anticipate client needs, maintain professional communication, and respond quickly to requests.
• Lead the account team with a strong work ethic, positive attitude, and willingness to assist others.
• Direct daily activities of Account Coordinators, assign tasks, communicate expectations, monitor execution, and recommend corrective actions.
• Identify and act on sales opportunities to grow IOA business.
• 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.
• 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.
• Build and improve client relationships, seek feedback, and implement improvements.
• Advocate for clients and carriers to ensure mutually beneficial outcomes.
• Identify and implement value-added solutions for clients.
• Support team training and development, promote a positive work environment, and seek continuous improvement.
• Maintain transparent communication with Producers and team members.
• Ensure adherence to company policies and industry standards.
• Champion IOA core values and demonstrate integrity and leadership.

Skills

Customer service

Communication

Organizational skills

MS Office

Active licensing

Education

High School Diploma or equivalent

Tools

MS Excel

MS Word

MS Outlook

Job description

Insurance Office of America is seeking an Account Manager for Employee Benefits to manage a book of business, deliver exceptional client service, and lead the account team. Remote-friendly with occasional onsite in Longwood, FL as needed.

You will drive client communications, oversee data management, renewals, and new business setup, while identifying sales opportunities and maintaining compliance with policies. A licensing requirement and MS Office proficiency are essential.