Senior Account Manager, Employee Benefits – Remote

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

Job summary

Insurance Office of America (IOA) seeks a Senior Account Manager for Employee Benefits to lead client service, manage a book of business, and drive growth across multiple states. You will supervise Account Coordinators, oversee renewals, and collaborate with Producers to ensure exceptional service and accurate data management.

The ideal candidate brings 5+ years of industry experience, active licensing, and strong MS Office skills to support a dynamic, client-focused team in a remote/hybrid work

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 and service leadership for book of business.
• Lead account team and manage daily tasks of Account Coordinators.
• Identify sales opportunities and drive business growth.
• Manage new business setup, data gathering, and client file creation.
• Oversee renewals, client data validation, and carrier liaison.

Skills

Customer service

Communication skills

Organizational skills

Decision making

Delegation

Attention to detail

Education

High School Diploma or equivalent

Tools

MS Office

Job description

Insurance Office of America (IOA) seeks a Senior Account Manager for Employee Benefits to lead client service, manage a book of business, and drive growth across multiple states. You will supervise Account Coordinators, oversee renewals, and collaborate with Producers to ensure exceptional service and accurate data management.

The ideal candidate brings 5+ years of industry experience, active licensing, and strong MS Office skills to support a dynamic, client-focused team in a remote/hybrid work