Remote Employee Benefits Account Manager

Insurance Office Of America; Mesquite (TX); Remote; USD 70,000 - 90,000; Full time

Job summary

Insurance Office of America is seeking an Account Manager – Employee Benefits to oversee a portfolio of benefit plans remotely, with on-site support in certain cases. You will lead Account Coordinators, drive client service, renewals, and onboarding, while identifying sales opportunities and upholding IOA values.

The ideal candidate has 5+ years of industry experience, active licensing, and strong communication and organizational skills to ensure high service levels and accurate data management.

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

Delegation

Decision making

Attention to detail

Education

High School Diploma or equivalent

Tools

MS Office (Outlook, Word, Excel)

Job description

Insurance Office of America is seeking an Account Manager – Employee Benefits to oversee a portfolio of benefit plans remotely, with on-site support in certain cases. You will lead Account Coordinators, drive client service, renewals, and onboarding, while identifying sales opportunities and upholding IOA values.

The ideal candidate has 5+ years of industry experience, active licensing, and strong communication and organizational skills to ensure high service levels and accurate data management.