Remote Employee Benefits Account Manager

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

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays

Vacation & sick time

Career growth

Culture of balance

Job summary

Insurance Office of America is seeking an Account Manager – Employee Benefits to manage an assigned book of business with a focus on client service and leadership of the account team. You will guide daily activities of Account Coordinators, drive service quality, and identify opportunities to grow IOA’s benefits portfolio.

The role supports collaboration across teams and emphasizes execution of client setups, renewals, and data management, while upholding IOA values and a high standard of

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.

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.
• Maintain transparent communication with Producers and team members.
• Ensure adherence to company policies and industry standards.
• Champion IOA core values and demonstrate integrity and leadership.

Skills

Customer service

Communication

Leadership

Organizational skills

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 manage an assigned book of business with a focus on client service and leadership of the account team. You will guide daily activities of Account Coordinators, drive service quality, and identify opportunities to grow IOA’s benefits portfolio.

The role supports collaboration across teams and emphasizes execution of client setups, renewals, and data management, while upholding IOA values and a high standard of