Remote Benefits Account Manager & Team Lead

Insurance Office of America; Key West (FL); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Paid holidays

401K match

Career growth

Work-life balance

Community service

Team environment

Job summary

Insurance Office of America is seeking an Account Manager - Employee Benefits to lead client management, service delivery, and daily activities of the account team. The role supports producers, drives renewals, and identifies sales opportunities while upholding IOA core values.

The position emphasizes strong communication, organization, and problem-solving skills, with remote/hybrid work options and ongoing professional development. Minimum licensing and 5+ years of industry experience required.

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

Organizational skills

Attention to detail

MS Office

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America is seeking an Account Manager - Employee Benefits to lead client management, service delivery, and daily activities of the account team. The role supports producers, drives renewals, and identifies sales opportunities while upholding IOA core values.

The position emphasizes strong communication, organization, and problem-solving skills, with remote/hybrid work options and ongoing professional development. Minimum licensing and 5+ years of industry experience required.