Senior Benefits Account Manager — Remote Leadership

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

Benefits offered by this job

Health insurance

401K match

Paid holidays

Career growth

Work-life balance

Job summary

Insurance Office of America seeks a Senior Account Manager – Employee Benefits to lead client services, manage Account Coordinators, and drive growth. This role supports remote work with occasional on-site needs in California, Nevada, and Arizona, with location-based collaboration in Los Angeles, CA.

The role emphasizes leadership, data-driven service, and carrier relations. Ideal candidates have 5+ years in the industry, active licensing, exceptional service, and strong MS Office skills.

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.
• Proficient 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.
• 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 service

Communication

Team leadership

Organizational skills

Attention to detail

MS Office

Education

High School Diploma or equivalent

Active professional license

Tools

MS Office Suite

Job description

Insurance Office of America seeks a Senior Account Manager – Employee Benefits to lead client services, manage Account Coordinators, and drive growth. This role supports remote work with occasional on-site needs in California, Nevada, and Arizona, with location-based collaboration in Los Angeles, CA.

The role emphasizes leadership, data-driven service, and carrier relations. Ideal candidates have 5+ years in the industry, active licensing, exceptional service, and strong MS Office skills.