Account Manager – Employee Benefits
Insurance Office of America
full-time
Posted on:
Location Type: Hybrid
Location: Longwood • Florida • United States
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Salary
💰 $65,000 - $80,000 per year
About the role
- Responsible for IOA Benefits Account Management activities under Producer direction.
- 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.
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 creationAOR notificationscarrier ratescompliance auditsclient educationemployee meetingsrenewals managementauditstraining coordination
Soft Skills
customer servicecommunicationorganizational skillsdelegationdecision-makingwork ethicpositive attitudeteam trainingcontinuous improvementrelationship building
Certifications
active licensing