Remote: Senior Employee Benefits Account Lead

Insurance Office of America; Milpitas (CA); Hybrid; USD 95,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays

Career progression opportunities

Work/family life balance

Job summary

Insurance Office of America is seeking a Senior Account Manager – Employee Benefits. This remote/hybrid role supports California, Nevada, and Arizona residents with onsite involvement near Los Angeles, CA as needed.

Responsibilities include client service, team leadership, and renewals across employee benefits. The ideal candidate has 5+ years of industry experience, active licensing, and strong communication and organizational skills.

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

• Client Management: Manage book of business, meeting performance requirements and ensuring no liability.
• Client Service: Deliver outstanding service, anticipate needs, and respond quickly.
• Team Leadership: Lead the account team with a strong work ethic and positive attitude.
• Daily Activities: Direct daily activities of Account Coordinators, assign tasks, and monitor execution.
• Business Growth: Identify and act on sales opportunities to grow IOA business.
• New Business Setup: Manage new business setup, including data gathering and client file creation.
• Renewal Process: Manage renewals, verify client data, liaise with clients and carriers, and conduct meetings.
• Client Relationships: Build and improve client relationships, seek feedback, and implement improvements.

Skills

Customer service

Communication

Organizational skills

Delegation

Decision-making

Attention to detail

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America is seeking a Senior Account Manager – Employee Benefits. This remote/hybrid role supports California, Nevada, and Arizona residents with onsite involvement near Los Angeles, CA as needed.

Responsibilities include client service, team leadership, and renewals across employee benefits. The ideal candidate has 5+ years of industry experience, active licensing, and strong communication and organizational skills.