Senior Account Manager - Employee Benefits (Remote)

Insurance Office of America; San Diego (CA); On-site; USD 95,000 - 120,000; Full time

Benefits offered by this job

Bonus potential

Health insurance

Holidays & leave

401K with employer match

Career growth & progression

Supportive team & culture

Job summary

Insurance Office of America (IOA) is seeking a Senior Account Manager – Employee Benefits to lead client services, renewals, and data management for a remote-capable team. This role focuses on maximizing client satisfaction while guiding Account Coordinators and collaborating with producers and carriers.

Ideal candidates have 5+ years of experience, active licensing, and strong communication, organizational, and analytical skills.

Qualifications

• 5+ years of industry experience.
• Active licensing required.
• Exceptional customer service and communication.
• 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

• Manage book of business and meet performance requirements.
• Deliver outstanding client service and respond quickly to needs.
• Lead the account team and coordinate daily tasks.
• Identify sales opportunities to grow IOA business.
• Oversee new business setup and data gathering.
• Manage renewals, data verification, and meetings.
• Maintain positive client and carrier relationships.
• Support professional development and uphold IOA values.

Skills

Customer service

Communication

Organizational skills

Delegation

Decision making

Attention to detail

Education

Active licensing

High School Diploma

Tools

MS Office

Job description

Insurance Office of America (IOA) is seeking a Senior Account Manager – Employee Benefits to lead client services, renewals, and data management for a remote-capable team. This role focuses on maximizing client satisfaction while guiding Account Coordinators and collaborating with producers and carriers.

Ideal candidates have 5+ years of experience, active licensing, and strong communication, organizational, and analytical skills.