Remote Benefits Account Manager - Client Growth & Leadership

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

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays, vacations, and sicktime

Professional growth

Job summary

Insurance Office of America seeks an Account Manager - Employee Benefits to manage a book of business, deliver exceptional client service, and lead Account Coordinators. You will guide daily activities, ensure quality service, and identify opportunities to grow IOA's benefits practice.

The role emphasizes renewals, data management, carrier communications, and onboarding new clients, while upholding IOA core values and maintaining high accuracy in a fast-paced environment.

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.

Skills

Customer service

Communication

MS Office

Education

Active licensing

High School Diploma

Tools

MS Office (Outlook, Word, Excel)

Job description

Insurance Office of America seeks an Account Manager - Employee Benefits to manage a book of business, deliver exceptional client service, and lead Account Coordinators. You will guide daily activities, ensure quality service, and identify opportunities to grow IOA's benefits practice.

The role emphasizes renewals, data management, carrier communications, and onboarding new clients, while upholding IOA core values and maintaining high accuracy in a fast-paced environment.