Remote Benefits Account Manager — Client Growth Lead

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

Benefits offered by this job

Competitive salary

Bonus potential

Health insurance

Paid holidays

401K with employer match

Career progression

Work-life balance

Community service

Supportive teammates

Job summary

Insurance Office of America is seeking an Account Manager – Employee Benefits to oversee client service, renewals, and team leadership for an assigned book of business. The role combines managing data, coordinating tasks, and pursuing sales opportunities with a focus on service excellence.

The ideal candidate has active licensing, 5+ years of industry experience, and strong communication and organizational skills. Remote work is available with hybrid on-site options as needed.

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).

Responsibilities

• Manage an assigned book of business, ensuring performance and no liability.
• Deliver outstanding client service, anticipate client needs, maintain professional communication.
• Lead the account team with a strong work ethic, positive attitude, and willingness to assist others.
• Direct daily activities of Account Coordinator(s), assign tasks, communicate expectations, monitor execution.
• Identify and act on sales opportunities to grow IOA business.
• Manage new business setup, data gathering, client file creation, and education.
• Manage renewals by verifying client data and liaising with carriers.
• Build and maintain client relationships and seek feedback for improvements.
• Advocate for clients and carriers to ensure mutually beneficial outcomes.
• Identify and implement value-added solutions for clients.
• Support team training and development, promoting a positive environment.

Skills

Customer service

Communication

Organizational skills

Delegation

Decision making

Education

High School Diploma or equivalent

Tools

MS Office

Job description

Insurance Office of America is seeking an Account Manager – Employee Benefits to oversee client service, renewals, and team leadership for an assigned book of business. The role combines managing data, coordinating tasks, and pursuing sales opportunities with a focus on service excellence.

The ideal candidate has active licensing, 5+ years of industry experience, and strong communication and organizational skills. Remote work is available with hybrid on-site options as needed.