Senior Employee Benefits Account Lead – Remote

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

Benefits offered by this job

Competitive pay

Health insurance

401K with employer match

Paid holidays & sick time

Career growth

Work-life balance

Community service

Team support

Job summary

Insurance Office of America offers a remote-capable Senior Account Manager – Employee Benefits role, supporting clients remotely with a base in California and adjacent states. You will manage client books, lead Account Coordinators, drive service levels, coordinate renewals, and nurture carrier relationships to deliver excellent benefits administration.

Require 5+ years of industry experience and active licensing, with strong communication, MS Office proficiency, and high accuracy handling heavy

Qualifications

• 5+ years of industry experience.
• Active licensing required.
• Exceptional customer service and communication skills.
• Strong organizational, delegation, and decision-making abilities.
• 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 anticipate needs.
• Lead the account team and supervise Account Coordinators.
• Direct daily activities and task assignments.
• Identify sales opportunities to grow IOA business.
• Oversee new business setup and data gathering.
• Manage renewals and liaise with clients and carriers.
• Maintain client relationships and seek improvements.
• Advocate for clients and carriers in negotiations.
• Identify value-added solutions for clients.
• Analyze and report plan performance data.
• Develop positive carrier relationships.
• Support training and foster a positive environment.
• Maintain transparent communication with Producers and team.
• Ensure compliance with policies and standards.
• Champion IOA values.

Skills

Customer service

Communication

Organization

Delegation

Decision-making

Education

High School Diploma or equivalent

Tools

MS Office

Job description

Insurance Office of America offers a remote-capable Senior Account Manager – Employee Benefits role, supporting clients remotely with a base in California and adjacent states. You will manage client books, lead Account Coordinators, drive service levels, coordinate renewals, and nurture carrier relationships to deliver excellent benefits administration.

Require 5+ years of industry experience and active licensing, with strong communication, MS Office proficiency, and high accuracy handling heavy