Senior Benefits Account Lead – Remote

Insurance Office of America; Phoenix (AZ); On-site; USD 95,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Bonus potential

Holidays & vacation

401K with employer match

Career growth

Work-life balance

Community involvement

Team support

Job summary

Insurance Office of America is seeking a Senior Account Manager – Employee Benefits to oversee client relationships, lead the account team, and drive renewal and new business processes. The role supports hybrid and remote work with occasional onsite collaboration to meet client and carrier needs.

You will manage data, client files and performance metrics, while identifying sales opportunities and ensuring service excellence across benefits programs.

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: Manage book of business and meet performance requirements.
• Client Service: Deliver outstanding service and respond quickly to needs.
• Team Leadership: Lead the account team with a strong work ethic and positive attitude.
• Daily Activities: Direct daily activities of Account Coordinators and monitor execution.
• Business Growth: Identify and act on sales opportunities to grow IOA business.
• New Business Setup: Manage new business setup, data gathering, and client file creation.
• Renewal Process: Manage renewals, verify client data, liaise with clients and carriers, conduct meetings.
• Client Relationships: Build and improve client relationships and seek feedback for 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.
• Carrier Relationships: Develop and maintain positive carrier relationships.
• Professional Development: Support team training and promote a positive work environment.
• 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

Customer service

Communication

Organizational skills

Delegation

Decision making

Attention to detail

MS Office

Education

Active insurance license

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 oversee client relationships, lead the account team, and drive renewal and new business processes. The role supports hybrid and remote work with occasional onsite collaboration to meet client and carrier needs.

You will manage data, client files and performance metrics, while identifying sales opportunities and ensuring service excellence across benefits programs.