Senior Employee Benefits Account Lead - Remote

Insurance Office of America; Mission Viejo (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 prog.

Respectful culture and work-life blend

Job summary

Insurance Office of America seeks a Senior Account Manager – Employee Benefits to oversee client relationships and guide a team of Account Coordinators. You will manage renewals, data accuracy, and onboarding for new business while driving growth and maintaining exceptional service standards.

The role supports remote work within CA, NV, and AZ with onsite needs in select cases. Strong communication, licensing, and MS Office skills are essential for success at IOA.

Qualifications

• 5+ years of industry experience required.
• Exceptional customer service and communication skills.
• Strong organizational, delegation, and decision-making abilities.
• Proficiency with MS Office (Outlook, Word, Excel) required.

Responsibilities

• Manage book of business and meet performance requirements.
• Lead Account Coordinators and oversee daily activities.
• Identify sales opportunities and drive business growth.
• Oversee renewals, data gathering, and client file creation.
• Maintain strong client relationships and effective communication with carriers.
• Support team development and uphold IOA values.

Skills

5+ years experience

Customer service

Organizational skills

MS Office proficiency

Education

High School Diploma

Job description

Insurance Office of America seeks a Senior Account Manager – Employee Benefits to oversee client relationships and guide a team of Account Coordinators. You will manage renewals, data accuracy, and onboarding for new business while driving growth and maintaining exceptional service standards.

The role supports remote work within CA, NV, and AZ with onsite needs in select cases. Strong communication, licensing, and MS Office skills are essential for success at IOA.