Insurance Office of America

Senior Account Manager – Employee Benefits

Insurance Office of America

full-time

Posted on:

Location Type: Hybrid

Location: Palm Bay • Florida • United States

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Salary

💰 $90,000 - $110,000 per year

Job Level

Senior

About the role

  • Manage book of business, meeting performance requirements and ensuring no liability.
  • Deliver outstanding service, anticipate needs, and respond quickly.
  • Lead the account team with a strong work ethic and positive attitude.
  • Direct daily activities of Account Coordinators, assign tasks, and monitor execution.
  • Identify and act on sales opportunities to grow IOA business.
  • Manage new business setup, including data gathering and client file creation.
  • Manage renewals, verify client data, liaise with clients and carriers, and conduct meetings.
  • Build and improve client relationships, seek feedback, and implement improvements.
  • Advocate for clients and carriers for beneficial outcomes.
  • Identify and implement value-added solutions for clients.
  • Compile, analyze, and report client plan performance data, maintain data accuracy.
  • Develop and maintain positive carrier relationships.
  • Support team training, promote a positive work environment, and seek improvement.
  • Maintain transparent communication with Producers and team members.
  • Ensure adherence to company policies and industry standards.
  • Demonstrate integrity and leadership, championing IOA core values.

Requirements

  • 5 + years of industry experience
  • Active licensing
  • 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)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data analysisclient file creationperformance reportingbusiness setup managementrenewal management
Soft Skills
customer servicecommunicationorganizational skillsdelegationdecision-makingleadershipwork ethicpositive attitude
Certifications
active licensing