Senior Account Manager - Employee Benefits (Remote)

Insurance Office of America; New York (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401K match

Paid holidays

Paid vacation

Sick time

Career growth

Team environment

Community service

Job summary

Insurance Office of America is seeking an Account Manager - Employee Benefits to oversee benefits account management, client service, and team leadership. The role involves directing daily tasks of Account Coordinators, driving renewals and new business setups, and identifying sales opportunities.

The ideal candidate will have 5+ years in the industry, active licensing, and excellent communication and organizational skills.

Qualifications

• 5+ years of industry experience required.
• Active licensing required.
• Exceptional customer service and communication skills required.
• Strong organizational, delegation, and decision-making skills.

Responsibilities

• Client Management: Manage an assigned book of business and ensure performance requirements are met.
• Client Service: Deliver outstanding service, anticipate client needs, maintain professional communication, respond quickly to requests.
• Team Leadership: Lead the account team with a strong work ethic and collaborative attitude.
• Daily Activities: Direct daily activities of Account Coordinators, assign tasks, set expectations, monitor execution.
• Business Growth: Identify and act on sales opportunities to grow IOA business.
• New Business Setup: Manage new business setup, data gathering, client file creation, and notices.
• Renewal Process: Manage renewals, verify data, coordinate with clients and carriers, obtain rates, audit usage.
• Compliance: Ensure adherence to company policies and industry standards.

Skills

5+ years industry experience

Active licensing

Customer service

Strong communication

Organizational skills

Education

High School Diploma

Tools

MS Office (Outlook Word Excel)

Job description

Insurance Office of America is seeking an Account Manager - Employee Benefits to oversee benefits account management, client service, and team leadership. The role involves directing daily tasks of Account Coordinators, driving renewals and new business setups, and identifying sales opportunities.

The ideal candidate will have 5+ years in the industry, active licensing, and excellent communication and organizational skills.