Remote Benefits Account Manager – Growth & Service

Insurance Office of America; La Porte (TX); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salaries

Bonus potential

Health insurance

401K with employer match

Paid holidays, vacations, and sicktime

Career growth opportunities

Respectful culture

Community service commitment

Job summary

Insurance Office of America (IOA) seeks an Account Manager – Employee Benefits to manage a book of business, lead a small account team, and drive client service excellence. Remote work with some on-site requirements applies, and the role emphasizes renewals, new business setup, data management, and effective communication with carriers and clients.

The ideal candidate will have 5+ years in the industry, active licensing, and strong MS Office skills, delivering high accuracy and proactive service

Qualifications

• 5+ years of industry experience
• Required 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)

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

Organizational skills

Delegation

Decision making

Attention to detail

Education

High School Diploma or equivalent

Active licensing

Tools

MS Office (Outlook, Word, Excel)

Job description

Insurance Office of America (IOA) seeks an Account Manager – Employee Benefits to manage a book of business, lead a small account team, and drive client service excellence. Remote work with some on-site requirements applies, and the role emphasizes renewals, new business setup, data management, and effective communication with carriers and clients.

The ideal candidate will have 5+ years in the industry, active licensing, and strong MS Office skills, delivering high accuracy and proactive service