Remote Employee Benefits Account Manager

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

Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays and time off

Professional growth opportunities

Supportive team and inclusive culture

Job summary

Insurance Office of America (IOA) is seeking an Account Manager - Employee Benefits to oversee a book of employee benefits clients, deliver outstanding service, and lead a small account team. This remote role supports Eastern and Central time zones with on-site collaboration as needed.

You will manage renewals, set up new business, coordinate data, and identify growth opportunities while ensuring IOA standards and client-centric service.

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

• Manage an assigned book of business, ensuring performance requirements are met and no liability occurs
• Deliver outstanding service, anticipate client needs, maintain professional communication, and respond quickly to requests
• Lead the account team with a strong work ethic, positive attitude, and willingness to assist others
• Direct daily activities of Account Coordinators, assign tasks, communicate expectations, monitor execution, and recommend corrective actions
• Identify and act on sales opportunities to grow IOA business
• 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
• 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
• Build and improve client relationships, seek feedback, and implement improvements
• Advocate for clients and carriers to ensure mutually beneficial outcomes
• Identify and implement value-added solutions for clients
• 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

Account management experience

Active license

Customer service

Organizational skills

MS Office proficiency

Communication skills

Education

High School Diploma

Tools

MS Office Suite

Job description

Insurance Office of America (IOA) is seeking an Account Manager - Employee Benefits to oversee a book of employee benefits clients, deliver outstanding service, and lead a small account team. This remote role supports Eastern and Central time zones with on-site collaboration as needed.

You will manage renewals, set up new business, coordinate data, and identify growth opportunities while ensuring IOA standards and client-centric service.