Insurance Office of America

Account Manager – Employee Benefits

Insurance Office of America

full-time

Posted on:

Location Type: Remote

Location: California • Nevada • United States

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Salary

💰 $70,000 - $90,000 per year

About the role

  • Manage an assigned book of business, ensuring performance requirements are met and no liability occurs.
  • Deliver outstanding service, anticipate client needs, maintain professional communication, and respond quickly to requests.
  • Lead the account team with a strong work ethic, positive attitude, and willingness to assist others.
  • Direct daily activities of Account Coordinator(s), assign tasks, communicate expectations, monitor execution, and recommend corrective actions.
  • Identify and act on sales opportunities to grow IOA business.
  • Manage new business setup, including data gathering, client file creation, communication, AOR notifications, carrier rates, internal services setup, compliance audits, client education, and employee meetings.
  • Manage renewals by verifying client data, updating files, liaising with clients and carriers, obtaining rates, ensuring internal services usage, performing audits, coordinating training, and conducting meetings.
  • Build and improve client relationships, seek feedback, and implement improvements.
  • Advocate for clients and carriers to ensure mutually beneficial outcomes.
  • Identify and implement value-added solutions for clients.
  • Support team training and development, promote a positive work environment, and seek continuous improvement.
  • Maintain transparent communication with Producers and team members.
  • Ensure adherence to company policies and industry standards.
  • Champion IOA core values and demonstrate integrity and leadership.

Requirements

  • 5+ years of industry experience
  • Required 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 gatheringclient file creationcompliance auditsrenewals managementrate obtainingtraining coordinationtask delegationsales opportunity identificationvalue-added solutions implementationhigh accuracy in handling large work volumes
Soft Skills
customer servicecommunicationorganizational skillsdelegationdecision-makingwork ethicpositive attitudeteam training and developmentcontinuous improvementrelationship building
Certifications
active licensing