Senior Account Manager – Employee Benefits (Remote)

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

Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays, vacations, and sickTime

Professional growth and career growth

Job summary

Insurance Office of America is seeking a Senior Account Manager – Employee Benefits to lead client service, team activities, and benefit administration for a growing book of business. This role supports producers, coordinates data, renewals, and new client setup while upholding IOA values.

Ideal candidates have 5+ years of industry experience, active licenses, excellent communication, and proficiency in MS Office.

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).

Responsibilities

• Manage book of business and meet performance requirements.
• Deliver outstanding client service, anticipate needs, and respond quickly.
• Lead the account team with a strong work ethic and positive attitude.
• Direct daily activities of Account Coordinators and monitor execution.
• Identify and act on sales opportunities to grow IOA business.
• Manage new business setup, including data gathering and file creation.
• Manage renewals, verify client data, liaise with clients and carriers, and conduct meetings.
• Build and improve client relationships and seek feedback for improvements.
• Advocate for clients and carriers for beneficial outcomes.
• Identify and implement value-added solutions for clients.
• Compile, analyze, and report client plan performance data; maintain accuracy.
• Develop and maintain positive carrier relationships.
• Support team training and promote a positive work environment.
• Maintain transparent communication with Producers and team.
• Ensure adherence to company policies and industry standards.

Skills

Customer service

Communication skills

Organizational skills

Delegation

Decision-making

MS Office

Education

Active licensing

High School Diploma (or equivalent)

Tools

MS Office (Outlook, Word, Excel)

Job description

Insurance Office of America is seeking a Senior Account Manager – Employee Benefits to lead client service, team activities, and benefit administration for a growing book of business. This role supports producers, coordinates data, renewals, and new client setup while upholding IOA values.

Ideal candidates have 5+ years of industry experience, active licenses, excellent communication, and proficiency in MS Office.