Remote Benefits Account Leader

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

Benefits offered by this job

Competitive salary

Bonus potential

Company-paid health insurance

Paid holidays, vacations, and sicktime

401K with employer match

Professional growth opportunities

Supportive culture

Work-life balance

Community service

Rewarding environment

Job summary

Insurance Office of America is seeking an Account Manager – Employee Benefits to oversee client management, service, and team leadership for a book of business. The role emphasizes strong communication, organization, and adherence to compliance while identifying opportunities for growth.

Remote work in Eastern/Central time zones with potential hybrid onsite in some cases. Requires active licensing and 5+ years of industry experience, along with proficiency in MS Office and a focus on delivering

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 skills

Organizational skills

Delegation

Decision-making

MS Office

Education

High School Diploma or equivalent

Tools

MS Office (Outlook, Word, Excel)

Job description

Insurance Office of America is seeking an Account Manager – Employee Benefits to oversee client management, service, and team leadership for a book of business. The role emphasizes strong communication, organization, and adherence to compliance while identifying opportunities for growth.

Remote work in Eastern/Central time zones with potential hybrid onsite in some cases. Requires active licensing and 5+ years of industry experience, along with proficiency in MS Office and a focus on delivering