Senior Employee Benefits Account Manager | Remote

Insurance Office of America

Tustin (CA)

Hybrid

USD 95,000 - 120,000

Full time

2 days ago
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Benefits offered by this job

Competitive salary & bonus
Health insurance
Paid holidays
401K with match
Career progression
Work-life balance
Community service
Supportive teammates

Job summary

Insurance Office of America is seeking a Senior Account Manager – Employee Benefits in the Los Angeles area with remote/hybrid flexibility. The role leads client service, data management, and daily tasks of Account Coordinators while driving renewals and new business opportunities.

Ideal candidates will have 5+ years in the industry, active licensing, and strong MS Office skills, with a focus on integrity and client satisfaction.

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 workloads.
  • Proficiency in MS Office (Outlook, Word, Excel).
  • High School Diploma (or equivalent).

Responsibilities

  • Manage book of business and meet performance requirements.
  • Deliver outstanding service, anticipate needs, and respond quickly.
  • Lead 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.
  • Oversee new business setup including data gathering and client file creation.
  • Manage renewals, verify client data, liaise with clients and carriers.
  • Build and maintain positive client relationships.

Skills

Customer service
Communication skills
Team leadership
MS Office
Organizational skills
Attention to detail
Decision-making

Education

High School Diploma or equivalent

Tools

MS Office Suite

Job description

Insurance Office of America is seeking a Senior Account Manager – Employee Benefits in the Los Angeles area with remote/hybrid flexibility. The role leads client service, data management, and daily tasks of Account Coordinators while driving renewals and new business opportunities.

Ideal candidates will have 5+ years in the industry, active licensing, and strong MS Office skills, with a focus on integrity and client satisfaction.

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