Senior Account Manager, Employee Benefits (Remote)

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

Benefits offered by this job

Health insurance

401K match

Paid holidays

Job summary

Insurance Office of America seeks a Senior Account Manager – Employee Benefits to lead client service and the account team. You will drive renewals, data management, and carrier coordination while identifying growth opportunities and ensuring high service levels.

The role emphasizes strong communication, organization, and adherence to policy. IOA offers competitive pay, health benefits, and career progression within a supportive culture.

Qualifications

• 5+ years of industry experience
• Required active licensing
• 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 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.
• Intermediary Role: Advocate for clients and carriers for beneficial outcomes.
• Value-Added Solutions: Identify and implement value-added solutions for clients.
• Data Management: Compile, analyze, and report client plan performance data, maintain data accuracy.
• Carrier Relationships: Develop and maintain positive carrier relationships.
• Professional Development: Support team training, promote a positive work environment, and seek improvement.
• Communication: Maintain transparent communication with Producers and team members.
• Compliance: Ensure adherence to company policies and industry standards.
• Champion IOA Values: Demonstrate integrity and leadership, championing IOA core values.

Skills

Client management

Communication

Leadership

MS Office

Attention to detail

Education

High School Diploma or equivalent

Active licensing

Tools

MS Office

Job description

Insurance Office of America seeks a Senior Account Manager – Employee Benefits to lead client service and the account team. You will drive renewals, data management, and carrier coordination while identifying growth opportunities and ensuring high service levels.

The role emphasizes strong communication, organization, and adherence to policy. IOA offers competitive pay, health benefits, and career progression within a supportive culture.